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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,435
shares
|
$631,291
0.07% of portfolio
|
Q2 2024
Added 36.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
15,362
shares
|
$628,305
0.06% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
15,277
shares
|
$624,829
0.01% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,083
shares
|
$616,894
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$615,013
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,970
shares
|
$612,273
0.02% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
14,886
shares
|
$608,837
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,833
shares
|
$606,669
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,752
shares
|
$603,356
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
14,702
shares
|
$601,311
0.01% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,673
shares
|
$600,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
14,594
shares
|
$596,894
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,594
shares
|
$596,894
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
14,443
shares
|
$590,718
0.04% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
14,422
shares
|
$589,859
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
14,386
shares
|
$588,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
14,330
shares
|
$586,097
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$582,293
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$578,939
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,987
shares
|
$572,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
13,875
shares
|
$567,487
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
13,867
shares
|
$567,160
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
13,852
shares
|
$566,546
0.04% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
13,571
shares
|
$555,053
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
13,503
shares
|
$552,272
0.03% of portfolio
|
Q3 2024
Reduced 56.57%
|