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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
449,579
shares
|
$19.4 Million
5.95% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
438,020
shares
|
$18.9 Million
6.26% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
421,576
shares
|
$18.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
421,448
shares
|
$18.2 Million
6.35% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
419,177
shares
|
$18.1 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
404,406
shares
|
$17.5 Million
0.14% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
393,977
shares
|
$17 Million
6.38% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
383,854
shares
|
$16.6 Million
7.68% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
376,082
shares
|
$16.2 Million
0.51% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
373,818
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 28.59%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
364,462
shares
|
$15.7 Million
2.86% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
360,578
shares
|
$15.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
354,670
shares
|
$15.3 Million
4.57% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
354,047
shares
|
$15.3 Million
10.87% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
345,808
shares
|
$14.9 Million
2.03% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
343,605
shares
|
$14.8 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
342,907
shares
|
$14.8 Million
0.47% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
338,165
shares
|
$14.6 Million
3.15% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
329,470
shares
|
$14.2 Million
9.83% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
326,182
shares
|
$14.1 Million
11.64% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
320,832
shares
|
$13.9 Million
2.68% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
317,204
shares
|
$13.7 Million
0.43% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
316,132
shares
|
$13.7 Million
1.59% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
310,126
shares
|
$13.4 Million
8.54% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
307,842
shares
|
$13.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.46%
|