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 $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
836,677
shares
|
$34.2 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
795,285
shares
|
$32.5 Million
21.46% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
787,264
shares
|
$32.2 Million
11.46% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
785,731
shares
|
$32.1 Million
17.55% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
784,184
shares
|
$32.1 Million
5.52% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
773,935
shares
|
$31.7 Million
8.33% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
753,371
shares
|
$30.8 Million
2.16% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
718,608
shares
|
$29.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
713,891
shares
|
$29.2 Million
9.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
701,948
shares
|
$28.7 Million
3.45% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
698,286
shares
|
$28.6 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
688,142
shares
|
$28.1 Million
18.11% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
668,011
shares
|
$27.3 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
659,304
shares
|
$27 Million
15.93% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
648,793
shares
|
$26.5 Million
3.72% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
633,122
shares
|
$25.9 Million
21.71% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$25.9 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
630,676
shares
|
$25.8 Million
16.27% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
612,574
shares
|
$25.1 Million
6.05% of portfolio
|
Q3 2024
Reduced 47.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
609,201
shares
|
$24.9 Million
3.62% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
601,606
shares
|
$24.6 Million
21.95% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
585,093
shares
|
$23.9 Million
10.37% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$23.5 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
566,056
shares
|
$23.2 Million
2.16% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
562,026
shares
|
$23 Million
4.3% of portfolio
|
Q3 2024
Reduced 4.28%
|