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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,783
shares
|
$155,027
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,711
shares
|
$152,076
0.07% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,677
shares
|
$150,683
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,618
shares
|
$148,265
0.01% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
3,581
shares
|
$146,749
0.09% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,542
shares
|
$145,151
0.01% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,300
shares
|
$135,234
0.0% of portfolio
|
Q1 2025
Added 215.79%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,275
shares
|
$134,209
0.01% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,225
shares
|
$132,160
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
2,944
shares
|
$120,645
0.01% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,895
shares
|
$118,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,842
shares
|
$116,465
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,820
shares
|
$115,563
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,748
shares
|
$112,613
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
2,700
shares
|
$110,645
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,497
shares
|
$102,327
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,487
shares
|
$101,917
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,465
shares
|
$101,015
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,244
shares
|
$91,959
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,239
shares
|
$91,754
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,148
shares
|
$88,025
0.01% of portfolio
|
Q1 2024
Added 33.58%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
2,127
shares
|
$87,164
0.02% of portfolio
|
Q4 2023
Added 97.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,074
shares
|
$84,992
0.0% of portfolio
|
Q2 2022
Reduced 0.24%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,032
shares
|
$83,271
0.05% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,898
shares
|
$77,780
0.04% of portfolio
|
Q4 2024
Added 57.25%
|