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 592 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $9.48 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
9,848
shares
|
$385,943
0.02% of portfolio
|
Q4 2023
New holding
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
9,803
shares
|
$384,179
0.22% of portfolio
|
Q1 2023
Added 6.64%
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
May 07, 2024 Q1 2024 |
9,786
shares
|
$383,513
0.3% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
9,693
shares
|
$379,868
0.09% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Steel Peak Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
9,651
shares
|
$378,222
0.02% of portfolio
|
Q2 2023
New holding
|
|
Live Oak Private Wealth LLC
|
Apr 23, 2024 Q1 2024 |
9,531
shares
|
$373,519
0.07% of portfolio
|
Q1 2024
Added 24.05%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
9,499
shares
|
$372,265
0.04% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Rb Capital Management, LLC
|
May 13, 2024 Q1 2024 |
9,493
shares
|
$372,030
0.11% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
9,427
shares
|
$369,444
0.01% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
9,270
shares
|
$363,291
0.09% of portfolio
|
Q4 2023
Reduced 5.57%
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
9,163
shares
|
$359,097
0.04% of portfolio
|
Q4 2023
New holding
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
9,018
shares
|
$353,415
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
9,007
shares
|
$352,984
0.0% of portfolio
|
Q4 2023
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
8,991
shares
|
$352,357
0.0% of portfolio
|
Q4 2023
Reduced 24.07%
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
8,977
shares
|
$351,808
0.08% of portfolio
|
Q4 2023
New holding
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
8,900
shares
|
$348,791
0.01% of portfolio
|
Q4 2023
New holding
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
8,864
shares
|
$347,380
0.03% of portfolio
|
Q4 2023
New holding
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
8,819
shares
|
$345,616
0.06% of portfolio
|
Q4 2022
New holding
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,816
shares
|
$345,499
0.01% of portfolio
|
Q3 2023
Added 3.35%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
8,814
shares
|
$345,420
0.05% of portfolio
|
Q1 2024
New holding
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2024 Q1 2024 |
8,807
shares
|
$345,146
0.04% of portfolio
|
Q1 2024
Added 0.35%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,758
shares
|
$343,226
0.01% of portfolio
|
Q1 2024
Added 0.34%
|
|
Grandfield & Dodd, LLC
|
May 03, 2024 Q1 2024 |
8,633
shares
|
$338,327
0.02% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 15, 2024 Q1 2024 |
8,604
shares
|
$337,190
0.1% of portfolio
|
Q1 2024
Added 0.14%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
8,551
shares
|
$335,113
0.02% of portfolio
|
Q4 2023
New holding
|