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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$9.25 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
211,648
shares
|
$9.14 Million
1.75% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
211,065
shares
|
$9.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
210,412
shares
|
$9.09 Million
7.8% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
208,527
shares
|
$9.01 Million
1.38% of portfolio
|
Q2 2025
Added 31.15%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$8.96 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
206,857
shares
|
$8.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$8.91 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
205,996
shares
|
$8.9 Million
5.61% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
205,305
shares
|
$8.87 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
203,316
shares
|
$8.78 Million
4.26% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
200,531
shares
|
$8.66 Million
0.0% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
199,691
shares
|
$8.62 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
186,553
shares
|
$8.06 Million
3.5% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
185,603
shares
|
$8.02 Million
5.87% of portfolio
|
Q2 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
177,443
shares
|
$7.66 Million
3.37% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
173,864
shares
|
$7.51 Million
4.21% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
172,511
shares
|
$7.45 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
169,622
shares
|
$7.33 Million
4.38% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
167,712
shares
|
$7.24 Million
2.14% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
163,735
shares
|
$7.07 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
160,211
shares
|
$6.92 Million
5.67% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
159,185
shares
|
$6.88 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
157,147
shares
|
$6.79 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
156,610
shares
|
$6.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.86%
|