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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
303,213
shares
|
$12.4 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
297,739
shares
|
$12.2 Million
4.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
294,231
shares
|
$12.1 Million
11.57% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
290,875
shares
|
$11.9 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
289,974
shares
|
$11.9 Million
4.98% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
285,710
shares
|
$11.7 Million
3.44% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
282,145
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
278,230
shares
|
$11.4 Million
11.46% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
271,846
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
269,725
shares
|
$11.1 Million
0.73% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
262,352
shares
|
$10.8 Million
7.05% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$10.7 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
257,301
shares
|
$10.5 Million
0.92% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
256,317
shares
|
$10.5 Million
1.3% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
246,911
shares
|
$10.1 Million
0.08% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
245,170
shares
|
$10 Million
0.66% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
244,856
shares
|
$10 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
243,848
shares
|
$9.99 Million
1.35% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
233,028
shares
|
$9.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
228,005
shares
|
$9.34 Million
5.96% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
220,805
shares
|
$9.05 Million
0.0% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
215,014
shares
|
$8.81 Million
7.6% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$8.77 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
213,141
shares
|
$8.73 Million
2.55% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
211,648
shares
|
$8.67 Million
1.75% of portfolio
|
Q1 2025
Reduced 1.71%
|