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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,010
shares
|
$731,259
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
16,970
shares
|
$729,540
0.22% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
16,925
shares
|
$727,605
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
16,918
shares
|
$727,304
0.11% of portfolio
|
Q1 2025
Added 74.39%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
16,800
shares
|
$722,232
0.61% of portfolio
|
Q1 2025
Reduced 56.48%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16,602
shares
|
$713,719
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,578
shares
|
$712,688
0.01% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
16,461
shares
|
$707,658
0.01% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,409
shares
|
$705,422
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
16,361
shares
|
$703,359
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
16,187
shares
|
$695,879
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
16,051
shares
|
$690,032
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
15,811
shares
|
$679,714
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$677,264
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
15,731
shares
|
$676,275
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
15,726
shares
|
$676,060
0.14% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
15,631
shares
|
$671,976
0.1% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,435
shares
|
$663,550
0.07% of portfolio
|
Q2 2024
Added 36.17%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
15,371
shares
|
$660,799
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
15,216
shares
|
$654,135
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,205
shares
|
$653,662
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$646,440
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,833
shares
|
$637,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
14,788
shares
|
$635,736
0.01% of portfolio
|
Q1 2025
Added 0.14%
|