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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
362,173
shares
|
$15.6 Million
0.46% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
354,000
shares
|
$15.2 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
348,628
shares
|
$15 Million
2.16% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
342,907
shares
|
$14.7 Million
0.47% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
341,887
shares
|
$14.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
329,225
shares
|
$14.1 Million
0.57% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
320,971
shares
|
$13.8 Million
11.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
317,250
shares
|
$13.6 Million
2.92% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
314,172
shares
|
$13.5 Million
1.63% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
313,336
shares
|
$13.5 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
304,492
shares
|
$13.1 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
297,709
shares
|
$12.8 Million
4.63% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
291,342
shares
|
$12.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
288,403
shares
|
$12.4 Million
3.54% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
284,699
shares
|
$12.2 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
281,099
shares
|
$12.1 Million
9.76% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
268,656
shares
|
$11.5 Million
7.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
268,117
shares
|
$11.5 Million
0.1% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
265,974
shares
|
$11.4 Million
5.27% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$11.2 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
256,551
shares
|
$11 Million
1.12% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
256,120
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
255,453
shares
|
$11 Million
3.07% of portfolio
|
Q3 2024
Added 1041.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
250,828
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
247,814
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.1%
|