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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
38,756
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
37,536
shares
|
$1.61 Million
0.06% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
37,278
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
37,062
shares
|
$1.59 Million
0.46% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
36,794
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
36,357
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
35,980
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
35,887
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
35,500
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
35,386
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
35,072
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
34,815
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
34,459
shares
|
$1.48 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
34,426
shares
|
$1.48 Million
0.61% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
34,298
shares
|
$1.47 Million
0.12% of portfolio
|
Q1 2025
Reduced 33.43%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
33,242
shares
|
$1.43 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
32,970
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
32,751
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
32,323
shares
|
$1.39 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
32,168
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
32,166
shares
|
$1.38 Million
0.63% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
31,834
shares
|
$1.37 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,809
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
31,800
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.35%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,511
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2023
Reduced 60.49%
|