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 |
---|---|---|---|---|---|
Leeward Financial Partners, LLC
|
Apr 19, 2024 Q1 2024 |
6,805
shares
|
$266,687
0.12% of portfolio
|
Q4 2023
New holding
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
6,759
shares
|
$264,885
0.02% of portfolio
|
Q2 2023
Reduced 9.95%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 22, 2024 Q1 2024 |
6,755
shares
|
$264,728
0.04% of portfolio
|
Q1 2024
New holding
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
6,714
shares
|
$263,121
0.17% of portfolio
|
Q3 2022
New holding
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
6,702
shares
|
$262,651
0.01% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Waterfront Wealth Inc.
|
May 13, 2024 Q1 2024 |
6,654
shares
|
$260,770
0.08% of portfolio
|
Q2 2022
New holding
|
|
Coho Partners, Ltd.
|
May 09, 2024 Q1 2024 |
6,644
shares
|
$260,378
0.01% of portfolio
|
Q1 2024
Reduced 21.32%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
6,627
shares
|
$259,712
0.05% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
6,504
shares
|
$254,891
0.01% of portfolio
|
Q1 2024
New holding
|
|
Motco
|
May 09, 2024 Q1 2024 |
6,502
shares
|
$254,813
0.03% of portfolio
|
Q4 2022
New holding
|
|
Washington Trust Advisors, Inc.
|
May 07, 2024 Q1 2024 |
6,468
shares
|
$253,480
0.02% of portfolio
|
Q2 2022
New holding
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
6,412
shares
|
$251,286
0.02% of portfolio
|
Q1 2024
Reduced 47.51%
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 11, 2024 Q1 2024 |
6,322
shares
|
$247,759
0.17% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 01, 2024 Q1 2024 |
6,310
shares
|
$247,288
0.01% of portfolio
|
Q4 2023
Reduced 78.41%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
6,288
shares
|
$246,426
0.03% of portfolio
|
Q4 2022
New holding
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
6,283
shares
|
$246,230
0.01% of portfolio
|
Q4 2022
New holding
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
6,269
shares
|
$245,682
0.01% of portfolio
|
Q1 2024
Reduced 44.37%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 10, 2024 Q1 2024 |
6,261
shares
|
$245,368
0.03% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
6,138
shares
|
$240,548
0.01% of portfolio
|
Q1 2024
Added 50.4%
|
|
Osborne Partners Capital Management, LLC
|
Apr 25, 2024 Q1 2024 |
6,086
shares
|
$238,510
0.02% of portfolio
|
Q1 2024
New holding
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
6,037
shares
|
$236,590
0.01% of portfolio
|
Q4 2022
New holding
|
|
Wealth Advisors Of Iowa, LLC
|
May 07, 2024 Q1 2024 |
5,986
shares
|
$234,591
0.15% of portfolio
|
Q3 2023
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
5,965
shares
|
$233,768
0.04% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2024 Q1 2024 |
5,951
shares
|
$233,219
0.12% of portfolio
|
Q4 2023
Added 0.39%
|
|
Five Oceans Advisors
|
Apr 16, 2024 Q1 2024 |
5,834
shares
|
$228,634
0.14% of portfolio
|
Q4 2023
Reduced 1.88%
|