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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
307,573
shares
|
$13.3 Million
2.69% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
306,042
shares
|
$13.2 Million
3.7% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
303,213
shares
|
$13.1 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
297,739
shares
|
$12.9 Million
4.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
290,875
shares
|
$12.6 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
285,710
shares
|
$12.3 Million
3.44% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
282,145
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
281,152
shares
|
$12.1 Million
11.46% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
280,810
shares
|
$12.1 Million
4.38% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
278,230
shares
|
$12 Million
11.46% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
272,236
shares
|
$11.8 Million
1.38% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
271,846
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
269,725
shares
|
$11.6 Million
0.73% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$11.3 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
261,559
shares
|
$11.3 Million
6.36% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
257,301
shares
|
$11.1 Million
0.92% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
246,911
shares
|
$10.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
245,170
shares
|
$10.6 Million
0.66% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
244,856
shares
|
$10.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
241,535
shares
|
$10.4 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
233,367
shares
|
$10.1 Million
6.76% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
233,028
shares
|
$10.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
220,805
shares
|
$9.54 Million
0.0% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
215,014
shares
|
$9.29 Million
7.6% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$9.25 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|