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 738 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
36,099,868
shares
|
$1.57 Billion
3.16% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,752,400
shares
|
$1.38 Billion
0.41% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
16,717,079
shares
|
$726 Million
4.61% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,427,184
shares
|
$627 Million
6.31% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,530,346
shares
|
$458 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$332 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,088,638
shares
|
$265 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
6,006,250
shares
|
$261 Million
8.91% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,267,199
shares
|
$229 Million
13.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,251,545
shares
|
$228 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,588,718
shares
|
$199 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$198 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,538,175
shares
|
$197 Million
2.73% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$129 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,840,265
shares
|
$123 Million
0.22% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,741,948
shares
|
$119 Million
8.69% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,730,157
shares
|
$119 Million
2.64% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,630,826
shares
|
$114 Million
0.2% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,273,790
shares
|
$98.8 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$92.2 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,078,846
shares
|
$90.3 Million
3.34% of portfolio
|
Q2 2025
New holding
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,010,213
shares
|
$87.3 Million
2.17% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$77.8 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,784,627
shares
|
$77.5 Million
13.4% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,715,438
shares
|
$74.5 Million
8.47% of portfolio
|
Q2 2025
Reduced 0.31%
|