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 773 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,385
shares
|
$377,660
0.02% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jan 23, 2026 Q4 2025 |
8,369
shares
|
$376,939
0.22% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,324
shares
|
$374,912
0.12% of portfolio
|
Q2 2024
Added 54.87%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
8,307
shares
|
$374,147
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
8,232
shares
|
$370,769
0.0% of portfolio
|
Q2 2024
Added 117.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,221
shares
|
$370,273
0.01% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
8,218
shares
|
$370,138
0.0% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
8,166
shares
|
$367,796
0.17% of portfolio
|
Q4 2025
Added 2.94%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
8,079
shares
|
$363,878
0.03% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,020
shares
|
$361,220
0.16% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
7,912
shares
|
$356,356
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
7,825
shares
|
$352,438
0.15% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
7,726
shares
|
$347,979
0.15% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
7,701
shares
|
$346,853
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,670
shares
|
$345,456
0.1% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
7,653
shares
|
$344,691
0.06% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
7,638
shares
|
$344,015
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
7,626
shares
|
$343,475
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
7,559
shares
|
$340,457
0.08% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,491
shares
|
$337,394
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
7,480
shares
|
$336,899
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
7,391
shares
|
$332,890
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
7,348
shares
|
$330,953
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,344
shares
|
$330,773
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,339
shares
|
$330,548
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|