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 741 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
485
shares
|
$21,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
456
shares
|
$20,364
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
448
shares
|
$20,007
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
446
shares
|
$19,918
0.01% of portfolio
|
Q4 2023
Reduced 42.23%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
414
shares
|
$18,489
0.0% of portfolio
|
Q1 2024
Reduced 95.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
366
shares
|
$16,345
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
350
shares
|
$15,630
0.0% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
290
shares
|
$12,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
208
shares
|
$9,289
0.0% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
203
shares
|
$9,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
185
shares
|
$8,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177
shares
|
$7,904
0.0% of portfolio
|
Q1 2024
Reduced 53.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$6,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
80
shares
|
$3,572
0.0% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
49
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|