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 591 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tillman Hartley LLC
Orlando, FL |
May 13, 2024 Q1 2024 |
779,632
shares
|
$30.5 Million
10.98% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
773,935
shares
|
$30.3 Million
8.33% of portfolio
|
Q4 2023
New holding
|
|
Keb Asset Management, LLC
Springfield, IL |
Apr 24, 2024 Q1 2024 |
768,445
shares
|
$30 Million
12.49% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Planning Center, Inc.
|
Apr 22, 2024 Q1 2024 |
767,437
shares
|
$30 Million
7.28% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
754,839
shares
|
$29.5 Million
0.05% of portfolio
|
Q1 2024
Added 3.03%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
750,819
shares
|
$29.4 Million
2.95% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
727,532
shares
|
$28.4 Million
4.03% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Mc Lean Asset Management Corp
|
Apr 10, 2024 Q1 2024 |
721,056
shares
|
$28.2 Million
10.0% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
709,099
shares
|
$27.7 Million
1.2% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
685,841
shares
|
$26.8 Million
1.3% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Disciplined Equity Management, Inc.
|
May 03, 2024 Q1 2024 |
679,318
shares
|
$26.6 Million
18.46% of portfolio
|
Q1 2024
Added 4.55%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
662,215
shares
|
$25.9 Million
0.4% of portfolio
|
Q1 2024
Added 0.73%
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 17, 2024 Q1 2024 |
644,452
shares
|
$25.2 Million
18.35% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$24.8 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
628,903
shares
|
$24.6 Million
3.94% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
May 13, 2024 Q1 2024 |
594,979
shares
|
$23.3 Million
22.32% of portfolio
|
Q1 2024
Added 0.01%
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 25, 2024 Q1 2024 |
594,391
shares
|
$23.2 Million
15.79% of portfolio
|
Q1 2024
Added 3.3%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
592,404
shares
|
$23.2 Million
7.19% of portfolio
|
Q1 2024
Added 29.45%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
591,420
shares
|
$23.1 Million
4.7% of portfolio
|
Q1 2024
Reduced 5.72%
|
|
Worth Pointe, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
588,952
shares
|
$23 Million
11.92% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
584,755
shares
|
$22.9 Million
2.27% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2024 Q1 2024 |
584,621
shares
|
$22.9 Million
3.66% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$22.4 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
548,844
shares
|
$21.5 Million
0.05% of portfolio
|
Q1 2024
Added 8.01%
|
|
Bayshore Asset Management, LLC
|
May 13, 2024 Q1 2024 |
546,666
shares
|
$21.4 Million
11.11% of portfolio
|
Q1 2024
Reduced 1.56%
|