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 $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
167,859
shares
|
$7.32 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
167,649
shares
|
$7.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
164,662
shares
|
$7.18 Million
2.03% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
161,137
shares
|
$7.03 Million
1.56% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
154,365
shares
|
$6.73 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
153,938
shares
|
$6.71 Million
0.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
150,302
shares
|
$6.55 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
150,223
shares
|
$6.55 Million
3.7% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
146,926
shares
|
$6.41 Million
23.76% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
145,983
shares
|
$6.36 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
145,617
shares
|
$6.35 Million
4.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
143,857
shares
|
$6.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
141,855
shares
|
$6.18 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
137,777
shares
|
$6.01 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
137,477
shares
|
$5.99 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
136,678
shares
|
$5.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
134,254
shares
|
$5.85 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
131,859
shares
|
$5.75 Million
4.36% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
130,081
shares
|
$5.67 Million
0.0% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
128,779
shares
|
$5.61 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
128,246
shares
|
$5.59 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
127,393
shares
|
$5.55 Million
1.43% of portfolio
|
Q4 2023
Added 1.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
126,848
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
125,781
shares
|
$5.48 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
122,852
shares
|
$5.36 Million
0.49% of portfolio
|
Q3 2024
Added 12.9%
|