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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
6,748
shares
|
$276,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
6,744
shares
|
$276,369
0.09% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
6,714
shares
|
$275,139
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
6,654
shares
|
$272,680
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,646
shares
|
$272,353
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
6,646
shares
|
$272,353
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
6,644
shares
|
$272,271
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
6,502
shares
|
$266,451
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
6,468
shares
|
$265,058
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
6,433
shares
|
$263,624
0.43% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
6,432
shares
|
$263,583
0.24% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
6,366
shares
|
$260,878
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
6,310
shares
|
$258,583
0.02% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,306
shares
|
$258,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
6,288
shares
|
$257,682
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,283
shares
|
$257,477
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
6,250
shares
|
$256,124
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
6,248
shares
|
$256,043
0.14% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,196
shares
|
$253,912
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
6,189
shares
|
$253,625
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
6,150
shares
|
$252,026
0.19% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,118
shares
|
$250,715
0.01% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
6,075
shares
|
$248,953
0.1% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,060
shares
|
$248,338
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
6,053
shares
|
$248,051
0.01% of portfolio
|
Q2 2024
Reduced 6.93%
|