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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
230,438
shares
|
$10.4 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
228,068
shares
|
$10.3 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
224,116
shares
|
$10.1 Million
7.16% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
221,644
shares
|
$9.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
214,913
shares
|
$9.68 Million
7.39% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$9.64 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
211,669
shares
|
$9.53 Million
5.05% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
209,997
shares
|
$9.46 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$9.34 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$9.29 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
204,850
shares
|
$9.23 Million
1.23% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
204,461
shares
|
$9.21 Million
5.34% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
204,098
shares
|
$9.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
197,843
shares
|
$8.91 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
|
$8.81 Million
3.63% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
187,068
shares
|
$8.43 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
180,953
shares
|
$8.15 Million
5.45% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
174,741
shares
|
$7.87 Million
3.2% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
170,685
shares
|
$7.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
168,242
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
167,671
shares
|
$7.55 Million
0.38% of portfolio
|
Q3 2025
Added 33.39%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
166,538
shares
|
$7.5 Million
3.94% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
165,380
shares
|
$7.45 Million
1.98% of portfolio
|
Q4 2025
Reduced 46.77%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
164,756
shares
|
$7.42 Million
5.34% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
163,838
shares
|
$7.38 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.8%
|
|