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 617 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
218,352
shares
|
$9.08 Million
2.91% of portfolio
|
Q2 2024
Reduced 24.0%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2024 Q2 2024 |
218,301
shares
|
$9.08 Million
1.9% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 19, 2024 Q2 2024 |
217,838
shares
|
$9.06 Million
6.51% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
215,119
shares
|
$8.95 Million
0.0% of portfolio
|
N/A
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$8.9 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
211,965
shares
|
$8.82 Million
0.95% of portfolio
|
Q2 2024
Added 7.05%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Aug 06, 2024 Q2 2024 |
207,653
shares
|
$8.64 Million
2.25% of portfolio
|
Q2 2024
Reduced 44.12%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$8.58 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
Level Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
205,928
shares
|
$8.56 Million
3.71% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
203,885
shares
|
$8.48 Million
0.31% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 02, 2024 Q2 2024 |
197,260
shares
|
$8.2 Million
4.1% of portfolio
|
Q2 2024
Added 8.64%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
194,964
shares
|
$8.11 Million
1.47% of portfolio
|
Q2 2024
Added 8.32%
|
|
M Financial Asset Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
187,090
shares
|
$7.78 Million
28.32% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
183,661
shares
|
$7.64 Million
0.59% of portfolio
|
Q2 2024
Added 9.19%
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
181,082
shares
|
$7.53 Million
5.5% of portfolio
|
Q2 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
180,732
shares
|
$7.52 Million
0.56% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
179,034
shares
|
$7.45 Million
3.92% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
177,880
shares
|
$7.4 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
176,758
shares
|
$7.35 Million
0.33% of portfolio
|
Q2 2024
Added 6.0%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
176,245
shares
|
$7.33 Million
7.38% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
169,808
shares
|
$7.06 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
167,979
shares
|
$6.99 Million
2.51% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
163,156
shares
|
$6.79 Million
2.08% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
161,081
shares
|
$6.7 Million
1.61% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
160,980
shares
|
$6.7 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.98%
|