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 |
|---|---|---|---|---|---|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
601,606
shares
|
$24.7 Million
21.95% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
599,378
shares
|
$24.6 Million
14.49% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
587,461
shares
|
$24.1 Million
0.6% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
586,765
shares
|
$24 Million
3.47% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
582,391
shares
|
$23.9 Million
8.16% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$23.5 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
548,175
shares
|
$22.5 Million
4.48% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
542,562
shares
|
$22.2 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
536,471
shares
|
$22 Million
4.92% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
534,081
shares
|
$21.9 Million
10.08% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
530,110
shares
|
$21.7 Million
2.11% of portfolio
|
Q1 2025
Added 2268.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
526,979
shares
|
$21.6 Million
0.04% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
519,089
shares
|
$21.3 Million
10.8% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
506,316
shares
|
$20.7 Million
10.54% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
485,458
shares
|
$19.9 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
479,179
shares
|
$19.6 Million
7.71% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
479,139
shares
|
$19.6 Million
3.2% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
478,335
shares
|
$19.6 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
467,422
shares
|
$19.2 Million
7.11% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
455,677
shares
|
$18.7 Million
18.04% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
455,533
shares
|
$18.7 Million
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
452,018
shares
|
$18.5 Million
10.25% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
451,256
shares
|
$18.5 Million
5.71% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
450,595
shares
|
$18.5 Million
9.8% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
449,579
shares
|
$18.4 Million
5.95% of portfolio
|
Q1 2025
Added 0.84%
|