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 737 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 $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$73.4 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,592,768
shares
|
$68.8 Million
1.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,442,182
shares
|
$62.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,365,506
shares
|
$59 Million
0.64% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,360,879
shares
|
$58.8 Million
5.98% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,332,959
shares
|
$57.6 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,330,981
shares
|
$57.5 Million
0.02% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,324,237
shares
|
$57.2 Million
3.91% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,320,565
shares
|
$57 Million
0.02% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,284,060
shares
|
$55.5 Million
4.82% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,214,794
shares
|
$52.5 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$52 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
1,199,203
shares
|
$51.8 Million
6.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$50.1 Million
0.25% of portfolio
|
Q2 2023
Added 18.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,110,093
shares
|
$47.9 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,085,073
shares
|
$46.9 Million
4.34% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
1,084,199
shares
|
$46.8 Million
8.78% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
1,075,463
shares
|
$46.4 Million
17.22% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$42.4 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
955,604
shares
|
$41.3 Million
2.42% of portfolio
|
Q2 2025
Reduced 99.23%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
954,169
shares
|
$41.2 Million
18.79% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
942,242
shares
|
$40.7 Million
5.97% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
936,355
shares
|
$40.4 Million
6.96% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
918,417
shares
|
$39.7 Million
12.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$38.9 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|