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 |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
12,775
shares
|
$549,197
0.39% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
12,628
shares
|
$542,877
0.01% of portfolio
|
Q1 2025
Added 59.46%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,570
shares
|
$540,384
0.22% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
12,480
shares
|
$536,515
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,417
shares
|
$533,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$531,141
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
12,273
shares
|
$527,616
0.28% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$526,928
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
12,158
shares
|
$522,672
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,102
shares
|
$520,264
0.0% of portfolio
|
Q1 2025
Reduced 36.35%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,083
shares
|
$519,448
0.07% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$518,631
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,835
shares
|
$508,786
0.25% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
11,674
shares
|
$501,865
0.35% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
11,592
shares
|
$498,340
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
11,339
shares
|
$487,463
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
11,320
shares
|
$486,646
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,307
shares
|
$486,087
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,285
shares
|
$485,142
0.02% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
11,204
shares
|
$481,659
0.01% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
11,181
shares
|
$480,671
0.34% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11,150
shares
|
$479,338
0.31% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,053
shares
|
$475,168
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
11,050
shares
|
$475,039
0.31% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
11,017
shares
|
$473,620
0.22% of portfolio
|
Q2 2025
Added 0.31%
|