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 729 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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
849,792
shares
|
$34.8 Million
4.09% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
848,588
shares
|
$34.8 Million
10.17% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
821,515
shares
|
$33.7 Million
10.8% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 07, 2025 Q1 2025 |
803,399
shares
|
$32.9 Million
21.44% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
775,179
shares
|
$31.8 Million
17.42% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
773,935
shares
|
$31.7 Million
8.33% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
771,087
shares
|
$31.6 Million
5.29% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
745,500
shares
|
$30.6 Million
3.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
744,985
shares
|
$30.5 Million
0.04% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
728,180
shares
|
$29.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
728,145
shares
|
$29.8 Million
17.38% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
724,177
shares
|
$29.7 Million
13.2% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
712,921
shares
|
$29.2 Million
3.47% of portfolio
|
Q1 2025
Added 169.72%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
711,999
shares
|
$29.2 Million
4.46% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
702,495
shares
|
$28.8 Million
1.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
701,284
shares
|
$28.7 Million
0.36% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
685,109
shares
|
$28.1 Million
8.2% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
681,866
shares
|
$27.9 Million
19.54% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
677,408
shares
|
$27.8 Million
3.89% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
677,388
shares
|
$27.8 Million
18.86% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
657,868
shares
|
$27 Million
3.93% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
646,928
shares
|
$26.5 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
635,513
shares
|
$26 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$25.9 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
622,937
shares
|
$25.5 Million
0.3% of portfolio
|
Q1 2025
Added 94.3%
|