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 755 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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
832,056
shares
|
$36.9 Million
2.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
821,903
shares
|
$36.5 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
798,856
shares
|
$35.4 Million
5.25% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
793,705
shares
|
$35.2 Million
8.74% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
792,768
shares
|
$35.2 Million
4.38% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
788,770
shares
|
$35 Million
11.55% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
773,935
shares
|
$34.3 Million
8.33% of portfolio
|
Q4 2023
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
772,762
shares
|
$34.3 Million
19.07% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
764,905
shares
|
$33.9 Million
15.74% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
759,096
shares
|
$33.7 Million
9.07% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
757,534
shares
|
$33.6 Million
20.39% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
746,295
shares
|
$33.1 Million
2.78% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
744,659
shares
|
$33 Million
0.01% of portfolio
|
Q3 2025
Reduced 97.65%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
731,241
shares
|
$32.4 Million
3.41% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
726,137
shares
|
$32.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
725,093
shares
|
$32.2 Million
1.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
713,540
shares
|
$31.6 Million
3.8% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
713,493
shares
|
$31.6 Million
0.04% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
707,556
shares
|
$31.4 Million
0.32% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
703,555
shares
|
$31.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
678,866
shares
|
$30.1 Million
13.38% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
646,928
shares
|
$28.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
633,102
shares
|
$28.1 Million
5.88% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$28.1 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
628,491
shares
|
$27.9 Million
3.08% of portfolio
|
Q3 2025
Reduced 2.66%
|