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 246 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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
7,327
shares
|
$330,008
0.25% of portfolio
|
Q2 2025
Reduced 99.23%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
7,193
shares
|
$323,972
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
7,188
shares
|
$323,747
0.01% of portfolio
|
Q1 2023
Added 14.04%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
7,141
shares
|
$321,630
0.14% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,089
shares
|
$319,288
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
7,087
shares
|
$319,198
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,074
shares
|
$318,612
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
7,011
shares
|
$315,775
0.18% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
6,990
shares
|
$314,829
0.11% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,972
shares
|
$314,018
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Cortland Associates Inc
|
Jan 28, 2026 Q4 2025 |
6,870
shares
|
$309,424
0.04% of portfolio
|
Q4 2025
Reduced 33.62%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
6,809
shares
|
$306,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Jan 29, 2026 Q4 2025 |
6,748
shares
|
$303,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
6,714
shares
|
$302,398
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,705
shares
|
$301,993
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
6,654
shares
|
$299,696
0.01% of portfolio
|
Q4 2025
Added 23.02%
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
6,654
shares
|
$299,696
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,646
shares
|
$299,335
0.07% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 29, 2026 Q4 2025 |
6,646
shares
|
$299,335
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
6,583
shares
|
$296,498
0.02% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6,583
shares
|
$296,498
0.0% of portfolio
|
Q3 2025
Added 87.02%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
6,544
shares
|
$294,741
0.14% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,473
shares
|
$291,543
0.01% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
6,433
shares
|
$289,742
0.64% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
6,366
shares
|
$286,724
0.08% of portfolio
|
Q1 2025
New holding
|
|