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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
6,053
shares
|
$249,080
0.01% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,050
shares
|
$248,957
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
6,025
shares
|
$247,928
0.1% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
5,986
shares
|
$246,323
0.13% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,965
shares
|
$245,459
0.03% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
5,963
shares
|
$245,377
0.14% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,807
shares
|
$238,958
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
5,774
shares
|
$237,600
0.13% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,730
shares
|
$235,789
0.12% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,708
shares
|
$234,884
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
5,698
shares
|
$234,472
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
5,696
shares
|
$234,390
0.08% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,694
shares
|
$234,308
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
5,684
shares
|
$233,896
0.04% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
5,574
shares
|
$229,370
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
5,537
shares
|
$227,847
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
5,521
shares
|
$227,189
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
5,472
shares
|
$225,172
0.18% of portfolio
|
Q3 2024
Reduced 27.33%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
5,469
shares
|
$225,049
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,381
shares
|
$221,428
0.0% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
5,353
shares
|
$220,275
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,350
shares
|
$220,152
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,321
shares
|
$218,959
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
5,271
shares
|
$216,901
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,189
shares
|
$213,527
0.0% of portfolio
|
Q3 2024
Reduced 3.71%
|