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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
230,438
shares
|
$10.2 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
225,483
shares
|
$10 Million
7.15% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
216,908
shares
|
$9.62 Million
0.0% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
214,913
shares
|
$9.53 Million
7.39% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$9.5 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
209,997
shares
|
$9.31 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
207,556
shares
|
$9.21 Million
5.44% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$9.2 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$9.15 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
206,188
shares
|
$9.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
206,155
shares
|
$9.14 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
203,636
shares
|
$9.03 Million
5.39% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
203,074
shares
|
$9.01 Million
2.84% of portfolio
|
Q2 2025
Added 20207.4%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
197,843
shares
|
$8.77 Million
2.71% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
195,635
shares
|
$8.68 Million
3.63% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
193,132
shares
|
$8.57 Million
1.4% of portfolio
|
Q2 2025
Added 112.8%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
187,068
shares
|
$8.3 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
180,953
shares
|
$8.03 Million
5.45% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
177,302
shares
|
$7.86 Million
0.01% of portfolio
|
Q2 2025
Added 73.66%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
174,741
shares
|
$7.75 Million
3.2% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
173,672
shares
|
$7.7 Million
0.38% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
169,783
shares
|
$7.53 Million
4.24% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
168,242
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
167,712
shares
|
$7.44 Million
2.14% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
166,849
shares
|
$7.4 Million
3.48% of portfolio
|
Q2 2025
Reduced 17.94%
|