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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,478
shares
|
$364,469
0.02% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
8,356
shares
|
$359,224
0.11% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,324
shares
|
$357,848
0.12% of portfolio
|
Q2 2024
Added 54.87%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
8,307
shares
|
$357,117
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
8,264
shares
|
$355,269
0.25% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
8,232
shares
|
$353,893
0.0% of portfolio
|
Q2 2024
Added 117.43%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
8,079
shares
|
$347,316
0.03% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
7,985
shares
|
$343,275
0.16% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
7,933
shares
|
$341,039
0.16% of portfolio
|
Q2 2025
Added 44.34%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
7,912
shares
|
$340,136
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
7,815
shares
|
$335,966
0.14% of portfolio
|
Q2 2025
Added 631.06%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
7,701
shares
|
$331,065
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,663
shares
|
$329,432
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
7,653
shares
|
$329,002
0.07% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
7,638
shares
|
$328,357
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,491
shares
|
$322,038
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
7,480
shares
|
$321,565
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
7,348
shares
|
$315,890
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,344
shares
|
$315,718
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,299
shares
|
$313,784
0.0% of portfolio
|
Q4 2024
Added 33.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
7,229
shares
|
$310,774
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,219
shares
|
$310,344
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
7,208
shares
|
$309,871
0.02% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,193
shares
|
$309,227
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,188
shares
|
$309,012
0.01% of portfolio
|
Q1 2023
Added 14.04%
|