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 699 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
632
shares
|
$27,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
621
shares
|
$26,889
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
619
shares
|
$26,802
0.01% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
603
shares
|
$26,109
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
601
shares
|
$26,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
522
shares
|
$22,602
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
518
shares
|
$22,429
0.01% of portfolio
|
Q1 2024
Added 1338.89%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$21,650
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
498
shares
|
$21,563
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
456
shares
|
$19,744
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
446
shares
|
$19,311
0.01% of portfolio
|
Q4 2023
Reduced 42.23%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
414
shares
|
$17,926
0.0% of portfolio
|
Q1 2024
Reduced 95.23%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
414
shares
|
$17,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
366
shares
|
$15,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
256
shares
|
$11,084
0.0% of portfolio
|
Q2 2024
Reduced 79.1%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
208
shares
|
$9,006
0.0% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
203
shares
|
$8,789
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
196
shares
|
$8,486
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
185
shares
|
$8,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177
shares
|
$7,664
0.0% of portfolio
|
Q1 2024
Reduced 53.05%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
168
shares
|
$7,274
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
168
shares
|
$7,274
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$6,711
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
101
shares
|
$4,373
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
80
shares
|
$3,464
0.0% of portfolio
|
Q4 2023
Added 1.27%
|