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 617 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
59,482
shares
|
$2.46 Million
0.2% of portfolio
|
Q2 2024
Added 1.41%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
59,068
shares
|
$2.44 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
58,873
shares
|
$2.44 Million
0.92% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Francis Financial, Inc.
New York, NY |
Jul 12, 2024 Q2 2024 |
56,881
shares
|
$2.35 Million
0.74% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
51,732
shares
|
$2.14 Million
0.74% of portfolio
|
Q3 2023
Added 9.41%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
50,685
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
50,538
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
50,438
shares
|
$2.09 Million
0.47% of portfolio
|
Q2 2024
Added 0.45%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
50,268
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
49,801
shares
|
$2.06 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
Tag Stone Capital, Inc.
|
Aug 13, 2024 Q2 2024 |
48,868
shares
|
$2.02 Million
1.11% of portfolio
|
Q2 2024
Added 5.7%
|
|
Better Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
48,794
shares
|
$2.02 Million
0.63% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
48,610
shares
|
$2.01 Million
1.78% of portfolio
|
Q1 2023
Reduced 6.3%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
48,099
shares
|
$1.99 Million
0.37% of portfolio
|
Q2 2024
Reduced 13.52%
|
|
25 LLC
St. Louis, MO |
Jul 05, 2024 Q2 2024 |
47,788
shares
|
$1.98 Million
0.89% of portfolio
|
Q2 2024
Added 0.21%
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
46,704
shares
|
$1.93 Million
0.76% of portfolio
|
Q2 2024
Added 2.76%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
46,422
shares
|
$1.92 Million
1.25% of portfolio
|
Q2 2024
Added 7.37%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
44,966
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Websterrogers Financial Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
44,349
shares
|
$1.84 Million
0.64% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
43,429
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 28.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
43,240
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Added 3.86%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
42,965
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
Tarbox Family Office, Inc.
|
Jul 16, 2024 Q2 2024 |
42,266
shares
|
$1.75 Million
0.29% of portfolio
|
Q2 2024
Added 0.03%
|
|
Cordant, Inc.
Portland, OR |
Jul 25, 2024 Q2 2024 |
41,720
shares
|
$1.73 Million
0.92% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
40,988
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.25%
|