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 |
---|---|---|---|---|---|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
16,937
shares
|
$660,204
0.02% of portfolio
|
Q4 2023
New holding
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Apr 25, 2024 Q1 2024 |
16,925
shares
|
$659,736
0.22% of portfolio
|
Q2 2022
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,838
shares
|
$656,345
0.04% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
16,768
shares
|
$653,616
0.01% of portfolio
|
Q3 2023
Added 5.59%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16,602
shares
|
$647,145
0.42% of portfolio
|
Q4 2022
New holding
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
15,992
shares
|
$623,368
0.02% of portfolio
|
Q1 2024
Added 17.34%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
15,892
shares
|
$619,470
0.0% of portfolio
|
Q1 2024
Reduced 3.56%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$614,090
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
15,731
shares
|
$613,194
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
West Hill Financial Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
15,726
shares
|
$612,999
0.16% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
May 08, 2024 Q1 2024 |
15,631
shares
|
$609,296
0.1% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
Monterey Private Wealth, Inc.
|
Apr 09, 2024 Q1 2024 |
15,586
shares
|
$607,542
0.26% of portfolio
|
Q1 2024
Added 0.28%
|
|
Vista Capital Partners, Inc.
|
May 03, 2024 Q1 2024 |
15,277
shares
|
$595,497
0.01% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
15,259
shares
|
$594,795
0.04% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
15,228
shares
|
$593,587
0.06% of portfolio
|
Q1 2024
Added 0.36%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
15,122
shares
|
$589,455
0.03% of portfolio
|
Q1 2024
Reduced 9.49%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$586,142
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
Caprock Group, Inc.
|
Apr 29, 2024 Q1 2024 |
14,968
shares
|
$583,452
0.04% of portfolio
|
Q1 2024
Added 0.94%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
14,833
shares
|
$578,190
0.01% of portfolio
|
Q3 2022
New holding
|
|
Tpg Financial Advisors, LLC
|
Jan 09, 2024 Q4 2023 |
14,752
shares
|
$575,032
0.29% of portfolio
|
Q4 2023
New holding
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
14,433
shares
|
$562,598
0.35% of portfolio
|
Q3 2023
Reduced 2.24%
|
|
Gen Trust, LLC
|
Apr 19, 2024 Q1 2024 |
14,422
shares
|
$562,169
0.04% of portfolio
|
Q1 2023
New holding
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 13, 2024 Q1 2024 |
14,330
shares
|
$558,583
0.04% of portfolio
|
Q2 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$551,761
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
14,075
shares
|
$548,643
0.01% of portfolio
|
Q4 2022
Added 64.7%
|