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 755 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 |
|---|---|---|---|---|---|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
163,952
shares
|
$7.27 Million
3.92% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
163,506
shares
|
$7.25 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
161,476
shares
|
$7.16 Million
5.38% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
160,899
shares
|
$7.14 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
158,515
shares
|
$7.03 Million
0.0% of portfolio
|
Q2 2025
Added 32.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
156,909
shares
|
$6.96 Million
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
153,603
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
153,470
shares
|
$6.81 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
151,338
shares
|
$6.71 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
149,565
shares
|
$6.63 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
146,284
shares
|
$6.49 Million
2.64% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
143,825
shares
|
$6.38 Million
3.47% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
142,017
shares
|
$6.3 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
141,244
shares
|
$6.26 Million
3.78% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
135,337
shares
|
$6 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
135,319
shares
|
$6 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
134,254
shares
|
$5.95 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
133,425
shares
|
$5.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
132,726
shares
|
$5.89 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
132,564
shares
|
$5.88 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
132,093
shares
|
$5.86 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
130,688
shares
|
$5.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
130,272
shares
|
$5.78 Million
4.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
127,393
shares
|
$5.65 Million
1.28% of portfolio
|
Q4 2023
Added 1.99%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
127,386
shares
|
$5.65 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.41%
|