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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
51,314
shares
|
$2.21 Million
0.42% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
50,617
shares
|
$2.18 Million
1.06% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
48,335
shares
|
$2.08 Million
0.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
47,900
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
46,908
shares
|
$2.02 Million
0.96% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
46,692
shares
|
$2.01 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
46,620
shares
|
$2 Million
0.72% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
46,021
shares
|
$1.98 Million
0.92% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
45,644
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,311
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
43,798
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
43,642
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
43,377
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
41,813
shares
|
$1.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
41,773
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
41,525
shares
|
$1.79 Million
0.57% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
41,500
shares
|
$1.78 Million
0.33% of portfolio
|
Q4 2024
Added 43.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
41,379
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
41,280
shares
|
$1.77 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
40,699
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
40,487
shares
|
$1.74 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
39,275
shares
|
$1.69 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
39,001
shares
|
$1.68 Million
0.25% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
38,825
shares
|
$1.67 Million
0.45% of portfolio
|
Q1 2025
Added 38.82%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
38,809
shares
|
$1.67 Million
1.13% of portfolio
|
Q1 2025
New holding
|