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 768 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 $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
314,461
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
310,740
shares
|
$14 Million
0.27% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
310,473
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Added 75.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
307,842
shares
|
$13.9 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
303,328
shares
|
$13.7 Million
8.19% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
300,840
shares
|
$13.5 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
296,739
shares
|
$13.4 Million
0.45% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
293,499
shares
|
$13.2 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
|
$13.2 Million
3.29% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
291,231
shares
|
$13.1 Million
3.95% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
288,112
shares
|
$13 Million
0.08% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
287,149
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
286,555
shares
|
$12.9 Million
4.17% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
285,487
shares
|
$12.9 Million
0.43% of portfolio
|
Q4 2025
Reduced 24.69%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
284,232
shares
|
$12.8 Million
11.13% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
281,152
shares
|
$12.7 Million
11.46% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
279,843
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
278,873
shares
|
$12.6 Million
0.46% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
270,523
shares
|
$12.2 Million
3.21% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$11.8 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
260,697
shares
|
$11.7 Million
6.13% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
258,319
shares
|
$11.6 Million
0.84% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
246,642
shares
|
$11.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
243,449
shares
|
$11 Million
6.31% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
238,673
shares
|
$10.7 Million
4.99% of portfolio
|
Q3 2025
Reduced 49.28%
|
|