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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
19,097
shares
|
$820,980
0.01% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
19,084
shares
|
$820,421
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18,989
shares
|
$816,337
0.01% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
18,725
shares
|
$804,987
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
18,639
shares
|
$801,290
0.13% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
18,614
shares
|
$800,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,456
shares
|
$793,423
0.18% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
18,345
shares
|
$788,651
0.23% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
18,289
shares
|
$786,244
0.06% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
18,234
shares
|
$783,879
0.13% of portfolio
|
Q2 2023
Reduced 13.88%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
18,118
shares
|
$778,892
0.02% of portfolio
|
Q3 2024
Added 146.81%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
18,005
shares
|
$774,034
0.55% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
18,003
shares
|
$773,948
0.67% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
17,935
shares
|
$771,025
0.27% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
17,911
shares
|
$769,993
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
17,856
shares
|
$767,629
0.37% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
17,795
shares
|
$765,007
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,718
shares
|
$761,696
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
17,664
shares
|
$759,375
0.41% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
17,426
shares
|
$749,143
0.08% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
17,351
shares
|
$745,919
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,304
shares
|
$743,898
0.06% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
17,170
shares
|
$738,138
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
17,155
shares
|
$737,493
0.57% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
17,056
shares
|
$733,237
0.6% of portfolio
|
Q2 2025
Reduced 21.1%
|