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 737 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
67,502
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
66,717
shares
|
$2.87 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
66,454
shares
|
$2.86 Million
1.29% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
66,155
shares
|
$2.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
65,327
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
65,323
shares
|
$2.81 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
65,103
shares
|
$2.8 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
64,483
shares
|
$2.77 Million
0.94% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
64,387
shares
|
$2.77 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
64,289
shares
|
$2.76 Million
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
63,125
shares
|
$2.71 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
63,068
shares
|
$2.71 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61,963
shares
|
$2.66 Million
0.95% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
60,240
shares
|
$2.59 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
57,684
shares
|
$2.48 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
57,439
shares
|
$2.47 Million
1.52% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
57,058
shares
|
$2.45 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
56,931
shares
|
$2.45 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
54,759
shares
|
$2.35 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
54,385
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
52,835
shares
|
$2.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
51,953
shares
|
$2.23 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
51,812
shares
|
$2.23 Million
0.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
51,592
shares
|
$2.22 Million
1.28% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
51,542
shares
|
$2.22 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.58%
|