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 |
---|---|---|---|---|---|
Clifford Swan Investment Counsel LLC
|
Apr 16, 2024 Q1 2024 |
8,538
shares
|
$334,604
0.01% of portfolio
|
Q2 2022
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
8,492
shares
|
$332,801
0.02% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
8,442
shares
|
$330,841
0.0% of portfolio
|
Q1 2024
Reduced 75.84%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Apr 22, 2024 Q1 2024 |
8,307
shares
|
$325,551
0.29% of portfolio
|
Q4 2023
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
8,191
shares
|
$321,005
0.01% of portfolio
|
Q3 2023
Added 7.62%
|
|
Newton One Investments LLC
|
Apr 16, 2024 Q1 2024 |
8,183
shares
|
$320,691
0.15% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
May 07, 2024 Q1 2024 |
8,096
shares
|
$317,282
0.0% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 15, 2024 Q1 2024 |
8,007
shares
|
$313,794
0.04% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
One Degree Advisors Inc
San Diego, CA |
May 03, 2024 Q1 2024 |
7,890
shares
|
$309,209
0.16% of portfolio
|
Q1 2024
Added 0.11%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
7,701
shares
|
$301,802
0.03% of portfolio
|
Q3 2022
New holding
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Apr 15, 2024 Q1 2024 |
7,653
shares
|
$299,921
0.07% of portfolio
|
Q1 2023
Added 0.46%
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
7,491
shares
|
$293,572
0.04% of portfolio
|
Q1 2024
New holding
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2024 Q1 2024 |
7,480
shares
|
$293,141
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
7,229
shares
|
$283,304
0.04% of portfolio
|
Q2 2022
New holding
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2024 Q1 2024 |
7,221
shares
|
$282,990
0.07% of portfolio
|
Q1 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
7,212
shares
|
$282,638
0.0% of portfolio
|
Q1 2024
Reduced 46.27%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 08, 2024 Q1 2024 |
7,193
shares
|
$281,893
0.23% of portfolio
|
Q4 2023
New holding
|
|
Joel Isaacson & Co., LLC
|
Apr 29, 2024 Q1 2024 |
7,188
shares
|
$281,697
0.02% of portfolio
|
Q1 2023
Added 14.04%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
7,123
shares
|
$279,150
0.06% of portfolio
|
Q1 2024
Added 0.14%
|
|
Gsb Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
7,002
shares
|
$274,408
0.08% of portfolio
|
Q3 2022
New holding
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
6,984
shares
|
$273,702
0.06% of portfolio
|
Q3 2022
New holding
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
6,977
shares
|
$273,428
0.05% of portfolio
|
Q2 2022
New holding
|
|
Hwg Holdings LP
Houston, TX |
Jan 04, 2024 Q4 2023 |
6,874
shares
|
$269,392
0.11% of portfolio
|
Q3 2023
Added 0.51%
|
|
Lockerman Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
6,820
shares
|
$267,275
0.56% of portfolio
|
Q2 2022
New holding
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 24, 2024 Q1 2024 |
6,806
shares
|
$266,727
0.21% of portfolio
|
Q4 2023
New holding
|