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 592 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 $9.48 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cadence Bank
Tupelo, MS |
May 14, 2024 Q1 2024 |
14,026
shares
|
$549,678
0.04% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
13,876
shares
|
$543,800
0.01% of portfolio
|
Q1 2024
Added 0.36%
|
|
Collective Family Office LLC
|
Apr 09, 2024 Q1 2024 |
13,867
shares
|
$543,447
0.19% of portfolio
|
Q2 2022
New holding
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
13,849
shares
|
$542,742
0.01% of portfolio
|
Q1 2024
Added 12.59%
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
13,556
shares
|
$531,259
0.2% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Quantinno Capital Management LP
New York, NY |
May 14, 2024 Q1 2024 |
13,394
shares
|
$524,910
0.01% of portfolio
|
Q1 2024
Added 1.2%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
13,216
shares
|
$517,935
0.08% of portfolio
|
Q2 2022
New holding
|
|
Shore Point Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
13,196
shares
|
$517,151
0.32% of portfolio
|
Q1 2024
Added 14.9%
|
|
American Financial Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
13,113
shares
|
$513,898
0.08% of portfolio
|
Q1 2024
Added 0.18%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
13,000
shares
|
$509,469
0.0% of portfolio
|
Q1 2024
Added 0.36%
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
12,913
shares
|
$506,060
0.06% of portfolio
|
Q3 2022
Reduced 33.4%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,780
shares
|
$500,848
0.0% of portfolio
|
Q2 2022
New holding
|
|
Verity Wealth Advisors
|
Apr 04, 2024 Q1 2024 |
12,775
shares
|
$500,652
0.4% of portfolio
|
Q3 2022
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
12,369
shares
|
$484,741
0.01% of portfolio
|
Q1 2024
Added 39.62%
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
12,356
shares
|
$484,231
0.3% of portfolio
|
Q1 2024
Added 0.68%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$484,192
0.17% of portfolio
|
Q2 2022
New holding
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$480,351
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$472,788
0.11% of portfolio
|
Q2 2022
New holding
|
|
Km Capital Management Ltd.
Austin, TX |
May 14, 2024 Q1 2024 |
12,022
shares
|
$471,142
0.27% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
11,925
shares
|
$467,340
0.03% of portfolio
|
Q2 2024
New holding
|
|
Badgley Phelps Wealth Managers, LLC
|
May 15, 2024 Q1 2024 |
11,789
shares
|
$462,010
0.01% of portfolio
|
Q1 2024
Added 63.12%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 02, 2024 Q1 2024 |
11,761
shares
|
$460,913
0.42% of portfolio
|
Q1 2024
Added 0.2%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
11,518
shares
|
$451,390
0.01% of portfolio
|
Q1 2024
Added 52.01%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
11,505
shares
|
$450,880
0.0% of portfolio
|
Q1 2024
Reduced 28.59%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
11,479
shares
|
$449,862
0.01% of portfolio
|
Q1 2024
Added 7.12%
|