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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
554,360
shares
|
$24.2 Million
7.87% of portfolio
|
Q3 2024
Added 88.43%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
532,313
shares
|
$23.2 Million
6.84% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
523,953
shares
|
$22.8 Million
9.97% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
489,937
shares
|
$21.4 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
489,753
shares
|
$21.4 Million
10.12% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
489,511
shares
|
$21.3 Million
3.22% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
478,219
shares
|
$20.9 Million
6.7% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
454,641
shares
|
$19.8 Million
7.36% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
448,914
shares
|
$19.6 Million
0.12% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
445,118
shares
|
$19.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
439,587
shares
|
$19.2 Million
6.18% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
428,690
shares
|
$18.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
425,551
shares
|
$18.6 Million
0.67% of portfolio
|
Q3 2024
Added 140.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
419,836
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
419,033
shares
|
$18.3 Million
6.45% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
416,363
shares
|
$18.2 Million
4.31% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
409,337
shares
|
$17.8 Million
2.23% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
404,005
shares
|
$17.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
403,664
shares
|
$17.6 Million
8.26% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
391,864
shares
|
$17.1 Million
8.35% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
384,238
shares
|
$16.8 Million
3.38% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
376,925
shares
|
$16.4 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
373,474
shares
|
$16.3 Million
10.36% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
372,843
shares
|
$16.3 Million
0.18% of portfolio
|
Q3 2024
Added 109.6%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
371,893
shares
|
$16.2 Million
5.32% of portfolio
|
Q3 2024
Reduced 6.85%
|