Institutional Ownership Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV). We have compiled data on the 730 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,375
shares
|
$384,187
0.04% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
9,363
shares
|
$383,695
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,277
shares
|
$380,171
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,256
shares
|
$379,310
0.01% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
9,163
shares
|
$375,499
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,097
shares
|
$372,795
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
9,070
shares
|
$371,688
0.08% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
9,013
shares
|
$369,352
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
8,962
shares
|
$367,262
0.06% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
8,959
shares
|
$367,139
0.06% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,905
shares
|
$364,926
0.0% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,864
shares
|
$363,246
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
8,819
shares
|
$361,402
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,816
shares
|
$361,279
0.01% of portfolio
|
Q3 2023
Added 3.35%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
8,794
shares
|
$360,378
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,791
shares
|
$360,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,666
shares
|
$355,132
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
8,644
shares
|
$354,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
8,626
shares
|
$353,493
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
8,538
shares
|
$349,887
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,530
shares
|
$349,559
0.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,478
shares
|
$347,428
0.02% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
8,361
shares
|
$342,633
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,324
shares
|
$341,117
0.12% of portfolio
|
Q2 2024
Added 54.87%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
8,318
shares
|
$340,871
0.12% of portfolio
|
Q1 2025
Added 0.39%
|