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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
14,652
shares
|
$629,889
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
14,594
shares
|
$627,396
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,594
shares
|
$627,396
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
14,422
shares
|
$620,001
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,336
shares
|
$616,304
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
14,330
shares
|
$616,046
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
14,278
shares
|
$613,811
0.51% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$612,048
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$608,523
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
14,060
shares
|
$604,439
0.03% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,014
shares
|
$602,461
0.3% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
13,867
shares
|
$596,142
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
13,802
shares
|
$593,347
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
13,750
shares
|
$591,112
0.23% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,607
shares
|
$584,964
0.01% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
13,585
shares
|
$584,019
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
13,503
shares
|
$580,493
0.03% of portfolio
|
Q3 2024
Reduced 56.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,434
shares
|
$577,527
0.01% of portfolio
|
Q1 2025
Added 38.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13,335
shares
|
$573,271
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
13,224
shares
|
$568,499
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
13,216
shares
|
$568,155
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
13,128
shares
|
$564,372
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
12,913
shares
|
$555,129
0.06% of portfolio
|
Q3 2022
Reduced 33.4%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
12,818
shares
|
$551,045
0.04% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,780
shares
|
$549,412
0.0% of portfolio
|
Q2 2022
New holding
|