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 |
|---|---|---|---|---|---|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
126,741
shares
|
$5.62 Million
25.11% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
125,704
shares
|
$5.57 Million
0.29% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
123,085
shares
|
$5.46 Million
2.62% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
121,015
shares
|
$5.37 Million
0.72% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
118,536
shares
|
$5.26 Million
1.92% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
118,214
shares
|
$5.24 Million
0.38% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
117,279
shares
|
$5.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
116,756
shares
|
$5.18 Million
0.33% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
115,604
shares
|
$5.13 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
115,091
shares
|
$5.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
114,249
shares
|
$5.07 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
113,917
shares
|
$5.05 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
113,073
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
111,077
shares
|
$4.93 Million
0.02% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
110,158
shares
|
$4.89 Million
0.06% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
109,164
shares
|
$4.84 Million
1.69% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
108,277
shares
|
$4.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
107,939
shares
|
$4.79 Million
2.42% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
107,000
shares
|
$4.75 Million
2.51% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
106,696
shares
|
$4.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
103,100
shares
|
$4.57 Million
3.57% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
101,158
shares
|
$4.49 Million
3.38% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
100,203
shares
|
$4.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
100,144
shares
|
$4.44 Million
0.14% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
100,090
shares
|
$4.44 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.62%
|