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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
238,929
shares
|
$9.77 Million
1.23% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
237,824
shares
|
$9.73 Million
7.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
223,040
shares
|
$9.12 Million
0.0% of portfolio
|
N/A
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
217,734
shares
|
$8.91 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
214,622
shares
|
$8.78 Million
0.09% of portfolio
|
Q3 2024
Added 2299.35%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$8.76 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
211,899
shares
|
$8.67 Million
0.6% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
211,781
shares
|
$8.66 Million
6.25% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
211,220
shares
|
$8.64 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
209,321
shares
|
$8.56 Million
1.55% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$8.48 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
206,400
shares
|
$8.44 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$8.44 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
202,205
shares
|
$8.27 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
197,127
shares
|
$8.06 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
181,216
shares
|
$7.41 Million
7.12% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
179,655
shares
|
$7.35 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
178,958
shares
|
$7.32 Million
4.23% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
178,930
shares
|
$7.32 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
177,173
shares
|
$7.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 44.01%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
177,091
shares
|
$7.24 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
175,632
shares
|
$7.18 Million
0.56% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
172,240
shares
|
$7.04 Million
0.44% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
172,110
shares
|
$7.04 Million
0.02% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
170,847
shares
|
$6.99 Million
0.0% of portfolio
|
Q3 2024
Added 7.53%
|