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 $12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
6,189
shares
|
$267,302
0.11% of portfolio
|
Q1 2025
New holding
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
6,150
shares
|
$265,618
0.19% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,118
shares
|
$264,236
0.01% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
6,075
shares
|
$262,379
0.1% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,060
shares
|
$261,731
0.06% of portfolio
|
Q4 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
6,053
shares
|
$261,429
0.01% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,049
shares
|
$261,256
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,965
shares
|
$257,628
0.03% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,963
shares
|
$257,541
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
5,954
shares
|
$257,153
0.03% of portfolio
|
Q4 2024
New holding
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,938
shares
|
$256,462
0.02% of portfolio
|
Q1 2025
New holding
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,927
shares
|
$255,987
0.04% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
5,850
shares
|
$252,661
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
5,844
shares
|
$252,402
0.08% of portfolio
|
Q2 2025
Added 0.46%
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
5,804
shares
|
$250,674
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
5,795
shares
|
$250,286
0.02% of portfolio
|
Q1 2025
New holding
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,792
shares
|
$250,156
0.12% of portfolio
|
Q4 2024
New holding
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
5,742
shares
|
$247,996
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
5,708
shares
|
$246,528
0.03% of portfolio
|
Q4 2023
New holding
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
5,696
shares
|
$246,010
0.07% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,684
shares
|
$245,491
0.05% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
5,656
shares
|
$244,282
0.06% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,653
shares
|
$244,153
0.05% of portfolio
|
Q1 2025
Reduced 57.84%
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
5,591
shares
|
$241,475
0.03% of portfolio
|
Q1 2025
New holding
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,570
shares
|
$240,568
0.02% of portfolio
|
Q1 2025
Added 0.89%
|