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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
31,454
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 85.09%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
31,112
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2024
Added 15.24%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
30,208
shares
|
$1.3 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
30,186
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
29,206
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
29,156
shares
|
$1.25 Million
0.66% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
29,077
shares
|
$1.25 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
28,928
shares
|
$1.24 Million
0.3% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
28,572
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
28,567
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
28,546
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
28,368
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
28,349
shares
|
$1.22 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
28,339
shares
|
$1.22 Million
0.37% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
28,275
shares
|
$1.22 Million
0.92% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
27,741
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
27,628
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,321
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,937
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2024
Reduced 16.84%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
26,642
shares
|
$1.15 Million
1.02% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
26,598
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
26,325
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
26,314
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
26,264
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
26,168
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|