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 709 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
6,542
shares
|
$267,502
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
6,502
shares
|
$265,866
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
6,468
shares
|
$264,476
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,433
shares
|
$263,045
0.47% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,412
shares
|
$262,186
0.02% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,310
shares
|
$258,015
0.01% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
6,288
shares
|
$257,116
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,283
shares
|
$256,911
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
6,274
shares
|
$256,543
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
6,250
shares
|
$255,562
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
6,196
shares
|
$253,354
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
6,143
shares
|
$251,187
0.03% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
6,118
shares
|
$250,165
0.01% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,060
shares
|
$247,793
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,053
shares
|
$247,507
0.01% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,025
shares
|
$246,362
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
5,986
shares
|
$244,767
0.12% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,965
shares
|
$243,908
0.03% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,963
shares
|
$243,827
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,954
shares
|
$243,459
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
5,850
shares
|
$239,206
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
5,794
shares
|
$236,916
0.08% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,792
shares
|
$236,834
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,774
shares
|
$236,098
0.12% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
5,754
shares
|
$235,281
0.11% of portfolio
|
Q4 2024
Added 0.42%
|