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 |
---|---|---|---|---|---|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
24,621
shares
|
$959,726
0.03% of portfolio
|
Q3 2023
Added 0.13%
|
|
Financial Council Asset Management Inc
|
May 03, 2024 Q1 2024 |
24,585
shares
|
$958,323
0.59% of portfolio
|
Q2 2022
New holding
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 10, 2024 Q1 2024 |
24,343
shares
|
$948,890
0.94% of portfolio
|
Q4 2023
New holding
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 22, 2024 Q1 2024 |
24,236
shares
|
$944,719
0.43% of portfolio
|
Q1 2024
Added 146.58%
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
24,031
shares
|
$936,728
0.04% of portfolio
|
Q1 2024
Added 0.34%
|
|
Tru Independence LLC
|
Apr 18, 2024 Q1 2024 |
23,485
shares
|
$915,445
0.29% of portfolio
|
Q1 2024
Added 0.23%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
23,400
shares
|
$912,131
0.13% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
23,333
shares
|
$909,520
0.47% of portfolio
|
Q1 2024
Added 5.17%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
23,253
shares
|
$906,401
0.08% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,935
shares
|
$894,006
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Apr 18, 2024 Q1 2024 |
22,696
shares
|
$884,690
0.93% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Apr 17, 2024 Q1 2024 |
22,594
shares
|
$880,714
0.39% of portfolio
|
Q1 2024
Added 0.14%
|
|
Balboa Wealth Partners
Newport Beach, CA |
May 13, 2024 Q1 2024 |
22,573
shares
|
$879,895
0.3% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
22,366
shares
|
$871,826
0.2% of portfolio
|
Q1 2024
Added 6.56%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,219
shares
|
$866,096
0.0% of portfolio
|
Q3 2022
Added 5.25%
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Apr 30, 2024 Q1 2024 |
22,093
shares
|
$861,185
0.37% of portfolio
|
Q1 2024
Added 0.03%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
21,943
shares
|
$855,338
0.01% of portfolio
|
Q1 2024
Reduced 29.75%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
21,835
shares
|
$851,128
0.04% of portfolio
|
Q2 2023
Added 47.28%
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 18, 2024 Q1 2024 |
21,375
shares
|
$833,197
0.31% of portfolio
|
Q3 2022
New holding
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
21,071
shares
|
$821,347
0.02% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Renasant Bank
|
May 09, 2024 Q1 2024 |
21,053
shares
|
$820,645
0.62% of portfolio
|
Q1 2024
New holding
|
|
Smith Chas P & Associates Pa Cpas
|
Apr 25, 2024 Q1 2024 |
21,024
shares
|
$819,515
0.05% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Apr 26, 2024 Q1 2024 |
21,024
shares
|
$819,515
0.65% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
20,997
shares
|
$818,463
0.02% of portfolio
|
Q1 2024
Added 0.05%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
20,731
shares
|
$808,094
0.03% of portfolio
|
Q1 2024
Added 0.3%
|