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 741 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
7,692
shares
|
$343,524
0.16% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
7,653
shares
|
$341,782
0.06% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
7,638
shares
|
$341,113
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
7,626
shares
|
$340,577
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,491
shares
|
$334,548
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
7,480
shares
|
$334,056
0.06% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
7,348
shares
|
$328,161
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,344
shares
|
$327,983
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,327
shares
|
$327,223
0.01% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,299
shares
|
$325,973
0.0% of portfolio
|
Q4 2024
Added 33.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,243
shares
|
$323,472
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
7,229
shares
|
$322,847
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,193
shares
|
$321,239
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
7,188
shares
|
$321,016
0.01% of portfolio
|
Q1 2023
Added 14.04%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
7,141
shares
|
$318,917
0.14% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,138
shares
|
$318,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
7,036
shares
|
$314,227
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
6,955
shares
|
$310,610
0.18% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
6,925
shares
|
$309,270
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,809
shares
|
$304,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
6,748
shares
|
$301,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
6,744
shares
|
$301,187
0.08% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
6,714
shares
|
$299,847
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,702
shares
|
$299,311
0.01% of portfolio
|
Q2 2025
Added 311.67%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
6,654
shares
|
$297,167
0.07% of portfolio
|
Q2 2022
New holding
|