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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
18,010
shares
|
$736,609
0.01% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
17,926
shares
|
$733,173
0.31% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
17,856
shares
|
$730,310
0.37% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,833
shares
|
$729,369
0.02% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
17,795
shares
|
$727,815
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,718
shares
|
$724,666
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
17,664
shares
|
$722,457
0.47% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
17,654
shares
|
$722,048
0.09% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
17,487
shares
|
$715,218
0.06% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
17,351
shares
|
$709,655
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,170
shares
|
$702,253
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
17,010
shares
|
$695,709
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
16,925
shares
|
$692,232
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
16,807
shares
|
$687,406
0.25% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16,602
shares
|
$679,021
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,409
shares
|
$671,128
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
16,280
shares
|
$665,852
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
16,006
shares
|
$654,645
0.01% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
15,934
shares
|
$651,700
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
15,811
shares
|
$646,669
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$644,338
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,731
shares
|
$643,397
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,726
shares
|
$643,193
0.15% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
15,690
shares
|
$641,721
0.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
15,631
shares
|
$639,307
0.09% of portfolio
|
Q1 2024
Reduced 1.67%
|