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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
635,513
shares
|
$27.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$27.2 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
601,606
shares
|
$25.9 Million
21.95% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
590,903
shares
|
$25.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
589,224
shares
|
$25.3 Million
13.69% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
587,758
shares
|
$25.3 Million
7.49% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
587,461
shares
|
$25.3 Million
0.6% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$24.7 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
572,044
shares
|
$24.6 Million
3.18% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
548,175
shares
|
$23.6 Million
4.48% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
536,471
shares
|
$23.1 Million
4.92% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
534,081
shares
|
$23 Million
10.08% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
530,110
shares
|
$22.8 Million
2.11% of portfolio
|
Q1 2025
Added 2268.47%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
529,134
shares
|
$22.7 Million
1.83% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
526,979
shares
|
$22.7 Million
0.04% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
519,089
shares
|
$22.3 Million
10.8% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
506,316
shares
|
$21.8 Million
10.54% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
478,335
shares
|
$20.6 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
472,193
shares
|
$20.3 Million
3.04% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
467,422
shares
|
$20.1 Million
7.11% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
455,677
shares
|
$19.6 Million
18.04% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
455,533
shares
|
$19.6 Million
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
453,430
shares
|
$19.5 Million
8.98% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
452,018
shares
|
$19.4 Million
10.25% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
451,256
shares
|
$19.4 Million
5.71% of portfolio
|
Q1 2025
Added 6.68%
|