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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
211,065
shares
|
$8.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
209,450
shares
|
$8.58 Million
6.83% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$8.5 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
206,857
shares
|
$8.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$8.46 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
205,316
shares
|
$8.41 Million
6.05% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
205,305
shares
|
$8.41 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
203,316
shares
|
$8.33 Million
4.26% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
200,531
shares
|
$8.22 Million
0.0% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
200,088
shares
|
$8.2 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
199,729
shares
|
$8.18 Million
8.2% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
190,437
shares
|
$7.8 Million
5.67% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
187,498
shares
|
$7.68 Million
1.29% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
185,326
shares
|
$7.59 Million
3.78% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
173,864
shares
|
$7.12 Million
4.21% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
172,511
shares
|
$7.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
163,977
shares
|
$6.72 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
160,211
shares
|
$6.57 Million
5.67% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
159,185
shares
|
$6.52 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
159,004
shares
|
$6.52 Million
1.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
158,732
shares
|
$6.5 Million
3.05% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
157,147
shares
|
$6.44 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
156,610
shares
|
$6.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
154,926
shares
|
$6.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
151,076
shares
|
$6.19 Million
3.73% of portfolio
|
Q1 2025
Reduced 0.35%
|