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 |
|---|---|---|---|---|---|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
601,606
shares
|
$26.7 Million
21.95% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
598,833
shares
|
$26.6 Million
0.54% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
588,752
shares
|
$26.1 Million
7.12% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
588,137
shares
|
$26.1 Million
6.99% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
579,141
shares
|
$25.7 Million
12.82% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$25.4 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
571,643
shares
|
$25.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
565,076
shares
|
$25.1 Million
3.11% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
554,729
shares
|
$24.6 Million
4.08% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
547,891
shares
|
$24.3 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
534,861
shares
|
$23.7 Million
9.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
533,531
shares
|
$23.7 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
520,638
shares
|
$23.1 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
505,967
shares
|
$22.4 Million
9.84% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
497,425
shares
|
$22.1 Million
5.65% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
484,180
shares
|
$21.5 Million
3.69% of portfolio
|
Q1 2025
Reduced 29.43%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
480,296
shares
|
$21.3 Million
17.53% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
471,482
shares
|
$20.9 Million
0.02% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
470,667
shares
|
$20.9 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
462,483
shares
|
$20.5 Million
5.67% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
456,957
shares
|
$20.3 Million
6.3% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
455,979
shares
|
$20.2 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
455,670
shares
|
$20.2 Million
5.09% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
452,214
shares
|
$20.1 Million
6.72% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
451,218
shares
|
$20 Million
10.25% of portfolio
|
Q2 2025
Reduced 0.18%
|