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 768 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
17,856
shares
|
$804,234
0.35% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
17,798
shares
|
$801,621
0.25% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
17,795
shares
|
$801,486
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
17,757
shares
|
$799,775
0.57% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
17,426
shares
|
$784,867
0.08% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
17,386
shares
|
$783,065
0.02% of portfolio
|
Q3 2025
Reduced 38.71%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
17,351
shares
|
$781,489
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
17,318
shares
|
$780,002
0.0% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
17,308
shares
|
$779,552
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
17,170
shares
|
$773,336
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
17,131
shares
|
$771,580
0.58% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,968
shares
|
$764,238
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
16,925
shares
|
$762,302
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
16,918
shares
|
$761,986
0.1% of portfolio
|
Q1 2025
Added 74.39%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,889
shares
|
$760,680
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
16,821
shares
|
$757,617
0.32% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16,602
shares
|
$747,754
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
16,472
shares
|
$741,898
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,436
shares
|
$740,277
0.0% of portfolio
|
Q2 2025
Reduced 37.19%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
16,433
shares
|
$740,142
0.21% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
16,409
shares
|
$739,061
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
16,187
shares
|
$729,062
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,180
shares
|
$728,747
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,060
shares
|
$723,342
0.01% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$709,560
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|
|