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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
25,855
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
25,825
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$1.1 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
25,330
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,709
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
24,585
shares
|
$1.06 Million
0.5% of portfolio
|
Q2 2022
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
23,717
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
23,644
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,554
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
23,537
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
23,419
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
23,407
shares
|
$1.01 Million
0.51% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
23,400
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
23,205
shares
|
$997,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
23,036
shares
|
$990,317
0.29% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,935
shares
|
$985,975
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
22,680
shares
|
$975,013
0.06% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
22,530
shares
|
$968,564
0.43% of portfolio
|
Q2 2025
Added 32.94%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
22,521
shares
|
$968,177
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
22,399
shares
|
$962,933
0.55% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,219
shares
|
$955,194
0.0% of portfolio
|
Q3 2022
Added 5.25%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
22,219
shares
|
$955,194
0.68% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
21,788
shares
|
$936,666
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
21,488
shares
|
$923,769
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
21,375
shares
|
$918,911
0.27% of portfolio
|
Q3 2022
New holding
|