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 617 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jul 30, 2024 Q2 2024 |
21,375
shares
|
$884,497
0.29% of portfolio
|
Q3 2022
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
21,241
shares
|
$878,952
0.0% of portfolio
|
Q2 2024
Added 33.66%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
21,234
shares
|
$878,662
0.23% of portfolio
|
Q2 2024
Reduced 5.93%
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
21,053
shares
|
$871,173
0.61% of portfolio
|
Q1 2024
New holding
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
21,011
shares
|
$869,435
0.02% of portfolio
|
Q2 2024
Added 0.07%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
20,992
shares
|
$868,648
0.02% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,811
shares
|
$861,159
0.03% of portfolio
|
Q2 2024
Added 0.39%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
20,680
shares
|
$855,738
0.06% of portfolio
|
Q2 2024
Added 7.9%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
20,650
shares
|
$854,497
0.0% of portfolio
|
Q4 2023
Added 0.71%
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Aug 13, 2024 Q2 2024 |
20,574
shares
|
$851,352
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 29, 2024 Q2 2024 |
20,574
shares
|
$851,352
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 10, 2024 Q2 2024 |
20,543
shares
|
$850,069
0.8% of portfolio
|
Q2 2024
Reduced 15.61%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
20,396
shares
|
$843,986
0.02% of portfolio
|
Q4 2023
New holding
|
|
Amarillo National Bank
|
Jul 11, 2024 Q2 2024 |
19,084
shares
|
$789,695
0.15% of portfolio
|
Q2 2022
New holding
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
19,076
shares
|
$789,364
0.01% of portfolio
|
Q2 2024
Added 3.51%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
19,007
shares
|
$786,509
0.02% of portfolio
|
Q1 2024
Added 103.33%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
18,991
shares
|
$785,847
0.01% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
18,375
shares
|
$760,357
0.03% of portfolio
|
Q2 2024
Added 22.76%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
18,163
shares
|
$751,584
0.08% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
17,856
shares
|
$738,881
0.38% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
Cherrydale Wealth Management, LLC
|
Jul 11, 2024 Q2 2024 |
17,852
shares
|
$738,715
0.31% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Sep 10, 2024 Q2 2024 |
17,795
shares
|
$736,357
0.02% of portfolio
|
Q4 2022
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
17,726
shares
|
$733,501
0.0% of portfolio
|
Q2 2024
New holding
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
17,653
shares
|
$730,481
0.09% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
17,650
shares
|
$730,357
0.0% of portfolio
|
Q2 2024
Reduced 35.38%
|