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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,465
shares
|
$105,970
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,244
shares
|
$96,469
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,239
shares
|
$96,254
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,148
shares
|
$92,342
0.01% of portfolio
|
Q1 2024
Added 33.58%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
2,127
shares
|
$91,439
0.01% of portfolio
|
Q4 2023
Added 97.86%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,117
shares
|
$91,009
0.04% of portfolio
|
Q2 2025
Added 1996.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,074
shares
|
$89,161
0.0% of portfolio
|
Q2 2022
Reduced 0.24%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,032
shares
|
$87,355
0.05% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,021
shares
|
$86,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,898
shares
|
$81,595
0.04% of portfolio
|
Q4 2024
Added 57.25%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,867
shares
|
$80,262
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,734
shares
|
$74,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,715
shares
|
$73,727
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,630
shares
|
$70,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,628
shares
|
$69,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,620
shares
|
$69,643
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,431
shares
|
$61,518
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,403
shares
|
$60,314
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,383
shares
|
$59,455
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,344
shares
|
$57,778
0.0% of portfolio
|
Q4 2024
Reduced 81.36%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,289
shares
|
$55,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,285
shares
|
$55,242
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,275
shares
|
$54,812
0.01% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,253
shares
|
$53,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,250
shares
|
$53,737
0.01% of portfolio
|
Q4 2024
Added 0.48%
|