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 593 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $9.43 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
29,740
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
29,578
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.28%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 15, 2024 Q1 2024 |
29,364
shares
|
$1.14 Million
0.31% of portfolio
|
Q1 2024
Added 5.04%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
29,204
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
29,067
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2024
Added 2.99%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 10, 2024 Q1 2024 |
29,019
shares
|
$1.13 Million
0.3% of portfolio
|
Q1 2024
Added 0.13%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
29,003
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2024
Added 2.26%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
28,727
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Added 3.43%
|
|
Baker Tilly Wealth Management, LLC
|
May 09, 2024 Q1 2024 |
28,688
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2024
Reduced 7.04%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
28,357
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2024
Added 17.13%
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 02, 2024 Q1 2024 |
27,950
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2024
Added 15.06%
|
|
Verus Financial Partners, Inc.
|
May 07, 2024 Q1 2024 |
27,906
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2024
Added 0.28%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
27,811
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2023
Added 18.97%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
27,315
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Added 21.71%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
26,997
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
Added 68.55%
|
|
Garde Capital, Inc.
Seattle, WA |
May 29, 2024 Q1 2024 |
26,598
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
26,329
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2024
Added 0.15%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
26,008
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2023
Reduced 16.11%
|
|
Pictet North America Advisors Sa
|
May 03, 2024 Q1 2024 |
25,825
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$997,030
0.22% of portfolio
|
Q2 2022
New holding
|
|
Marietta Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
25,406
shares
|
$990,325
0.18% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Awm Capital, LLC
|
Apr 19, 2024 Q1 2024 |
25,368
shares
|
$988,844
0.22% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
25,267
shares
|
$984,907
0.03% of portfolio
|
Q1 2024
Added 0.11%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
24,839
shares
|
$968,224
0.16% of portfolio
|
Q1 2024
Reduced 7.91%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
24,721
shares
|
$963,624
0.03% of portfolio
|
Q1 2024
Added 43.96%
|