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 710 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 $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,244
shares
|
$86,640
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,239
shares
|
$86,447
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,212
shares
|
$85,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,148
shares
|
$82,934
0.01% of portfolio
|
Q1 2024
Added 33.58%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
2,127
shares
|
$82,123
0.02% of portfolio
|
Q4 2023
Added 97.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,074
shares
|
$80,077
0.0% of portfolio
|
Q2 2022
Reduced 0.24%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,032
shares
|
$78,455
0.05% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,929
shares
|
$74,478
0.01% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
1,898
shares
|
$73,281
0.04% of portfolio
|
Q4 2024
Added 57.25%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,867
shares
|
$72,084
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,710
shares
|
$66,023
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,628
shares
|
$62,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,628
shares
|
$62,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,577
shares
|
$60,887
0.01% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,425
shares
|
$55,019
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,403
shares
|
$54,169
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,383
shares
|
$53,397
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,344
shares
|
$51,891
0.0% of portfolio
|
Q4 2024
Reduced 81.36%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,289
shares
|
$49,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,285
shares
|
$49,613
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,250
shares
|
$48,262
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,180
shares
|
$45,559
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,170
shares
|
$45,173
0.03% of portfolio
|
Q4 2022
Reduced 43.12%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,144
shares
|
$44,169
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,076
shares
|
$41,544
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|