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 738 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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
21,219
shares
|
$912,204
0.22% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
21,206
shares
|
$911,645
0.29% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
21,194
shares
|
$911,130
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
21,190
shares
|
$910,958
0.57% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
21,032
shares
|
$904,165
0.66% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20,970
shares
|
$901,500
0.12% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
20,951
shares
|
$900,683
0.08% of portfolio
|
Q1 2025
Added 91.32%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
20,588
shares
|
$885,078
0.3% of portfolio
|
Q2 2025
Added 85.28%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
20,578
shares
|
$884,648
0.07% of portfolio
|
Q2 2025
Added 38.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
20,574
shares
|
$884,476
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
20,574
shares
|
$884,476
0.59% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
20,573
shares
|
$884,433
0.71% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
20,543
shares
|
$883,143
0.7% of portfolio
|
Q2 2024
Reduced 15.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,437
shares
|
$878,586
0.03% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
20,396
shares
|
$876,824
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,364
shares
|
$875,448
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
20,332
shares
|
$874,072
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
20,017
shares
|
$860,530
0.11% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
19,904
shares
|
$855,672
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,677
shares
|
$845,914
0.01% of portfolio
|
Q1 2025
Reduced 35.15%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
19,454
shares
|
$836,327
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
19,417
shares
|
$834,736
0.16% of portfolio
|
Q1 2025
Added 51.41%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
19,271
shares
|
$828,460
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
19,218
shares
|
$826,181
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
19,206
shares
|
$825,665
0.26% of portfolio
|
Q3 2024
Reduced 58.88%
|