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 757 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 $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,074
shares
|
$313,731
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
7,043
shares
|
$312,357
0.1% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
6,986
shares
|
$309,829
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,809
shares
|
$301,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
6,748
shares
|
$299,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
6,744
shares
|
$299,096
0.08% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
6,714
shares
|
$297,765
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,705
shares
|
$297,366
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,702
shares
|
$297,233
0.01% of portfolio
|
Q2 2025
Added 311.67%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
6,654
shares
|
$295,104
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,646
shares
|
$294,750
0.07% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
6,646
shares
|
$294,750
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
6,644
shares
|
$294,661
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
6,583
shares
|
$291,956
0.02% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
6,544
shares
|
$290,226
0.14% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,473
shares
|
$287,077
0.01% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,468
shares
|
$286,855
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
6,433
shares
|
$285,303
0.39% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
6,366
shares
|
$282,332
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
6,288
shares
|
$278,872
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,283
shares
|
$278,651
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
6,277
shares
|
$278,384
0.13% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
6,250
shares
|
$277,187
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,196
shares
|
$274,792
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
6,131
shares
|
$271,909
0.09% of portfolio
|
Q3 2025
Added 0.44%
|