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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
122,275
shares
|
$5.25 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
121,905
shares
|
$5.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
121,500
shares
|
$5.22 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
121,364
shares
|
$5.21 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
120,891
shares
|
$5.19 Million
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
116,633
shares
|
$5.01 Million
2.77% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
114,249
shares
|
$4.91 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
113,980
shares
|
$4.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
108,989
shares
|
$4.68 Million
1.14% of portfolio
|
Q3 2024
Reduced 90.78%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
105,775
shares
|
$4.54 Million
2.49% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
102,360
shares
|
$4.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
100,140
shares
|
$4.3 Million
3.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
100,017
shares
|
$4.3 Million
0.27% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
99,990
shares
|
$4.29 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
98,192
shares
|
$4.22 Million
1.45% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
98,169
shares
|
$4.22 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
98,089
shares
|
$4.21 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
95,758
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
94,282
shares
|
$4.05 Million
0.93% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
94,115
shares
|
$4.04 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
92,346
shares
|
$3.97 Million
1.0% of portfolio
|
Q2 2023
Added 40.51%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
92,284
shares
|
$3.96 Million
0.94% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
90,986
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
88,307
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2023
Added 27.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
85,885
shares
|
$3.69 Million
0.04% of portfolio
|
Q3 2024
Added 19.33%
|