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 |
---|---|---|---|---|---|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,708
shares
|
$223,696
0.04% of portfolio
|
Q4 2023
New holding
|
|
Olio Financial Planning
|
Apr 15, 2024 Q1 2024 |
5,698
shares
|
$223,304
0.09% of portfolio
|
Q4 2023
New holding
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
5,679
shares
|
$222,560
0.12% of portfolio
|
Q1 2024
Added 0.35%
|
|
Seven Bridge Financial Group, LLC
|
May 10, 2024 Q1 2024 |
5,645
shares
|
$221,227
0.05% of portfolio
|
Q1 2024
Added 0.36%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
5,601
shares
|
$219,503
0.09% of portfolio
|
Q4 2023
New holding
|
|
Intelligence Driven Advisers, LLC
|
May 01, 2024 Q1 2024 |
5,567
shares
|
$218,170
0.03% of portfolio
|
Q1 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
5,540
shares
|
$217,112
0.19% of portfolio
|
Q1 2024
Reduced 25.18%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
5,537
shares
|
$216,995
0.01% of portfolio
|
Q4 2023
Reduced 39.51%
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 08, 2024 Q1 2024 |
5,537
shares
|
$216,995
0.05% of portfolio
|
Q2 2022
New holding
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
5,469
shares
|
$214,330
0.0% of portfolio
|
Q3 2022
New holding
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 01, 2024 Q2 2024 |
5,455
shares
|
$213,781
0.03% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
5,405
shares
|
$211,821
0.05% of portfolio
|
Q2 2022
New holding
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 06, 2024 Q1 2024 |
5,389
shares
|
$211,194
0.0% of portfolio
|
Q1 2024
New holding
|
|
Karpas Strategies, LLC
|
May 06, 2024 Q1 2024 |
5,375
shares
|
$210,646
0.08% of portfolio
|
Q4 2023
New holding
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 15, 2024 Q1 2024 |
5,350
shares
|
$209,666
0.16% of portfolio
|
Q1 2024
New holding
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
5,295
shares
|
$207,511
0.02% of portfolio
|
Q1 2024
New holding
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
5,221
shares
|
$204,610
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
5,179
shares
|
$202,965
0.0% of portfolio
|
Q1 2024
New holding
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
5,157
shares
|
$202,102
0.02% of portfolio
|
Q1 2024
New holding
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
5,126
shares
|
$200,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dean, Jacobson Financial Services, LLC
|
Apr 19, 2024 Q1 2024 |
5,057
shares
|
$198,183
0.17% of portfolio
|
Q1 2024
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 10, 2024 Q1 2024 |
5,007
shares
|
$196,224
0.02% of portfolio
|
Q1 2024
Added 94.22%
|
|
Murphy Pohlad Asset Management LLC
|
Apr 12, 2024 Q1 2024 |
4,920
shares
|
$192,814
0.08% of portfolio
|
Q1 2024
New holding
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Apr 11, 2024 Q1 2024 |
4,894
shares
|
$191,795
0.08% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
4,840
shares
|
$189,679
0.02% of portfolio
|
Q1 2024
Reduced 91.3%
|