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 757 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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
307,842
shares
|
$13.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
303,328
shares
|
$13.5 Million
8.19% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
303,069
shares
|
$13.4 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
299,255
shares
|
$13.3 Million
4.31% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
294,215
shares
|
$13 Million
1.47% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
293,499
shares
|
$13 Million
2.4% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
293,034
shares
|
$13 Million
3.29% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
292,722
shares
|
$13 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
288,112
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
286,555
shares
|
$12.7 Million
4.17% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
284,232
shares
|
$12.6 Million
11.13% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
281,152
shares
|
$12.5 Million
11.46% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
278,873
shares
|
$12.4 Million
0.46% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
278,489
shares
|
$12.4 Million
3.24% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
271,846
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
266,555
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$11.6 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
261,559
shares
|
$11.6 Million
6.36% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
257,484
shares
|
$11.4 Million
0.85% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
256,865
shares
|
$11.4 Million
0.06% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
256,118
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
246,911
shares
|
$11 Million
0.08% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
244,044
shares
|
$10.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
243,449
shares
|
$10.8 Million
6.31% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
238,673
shares
|
$10.6 Million
4.99% of portfolio
|
Q3 2025
Reduced 49.28%
|