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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
154,926
shares
|
$6.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
151,076
shares
|
$6.49 Million
3.73% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
149,649
shares
|
$6.43 Million
1.49% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
148,084
shares
|
$6.37 Million
3.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
147,416
shares
|
$6.34 Million
0.94% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
146,338
shares
|
$6.29 Million
0.75% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
144,613
shares
|
$6.22 Million
3.88% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
139,178
shares
|
$5.98 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
138,330
shares
|
$5.95 Million
1.07% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
134,576
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
134,254
shares
|
$5.77 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
133,613
shares
|
$5.74 Million
1.71% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
132,691
shares
|
$5.7 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
132,594
shares
|
$5.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
132,521
shares
|
$5.7 Million
2.4% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
130,346
shares
|
$5.6 Million
0.0% of portfolio
|
Q1 2025
Added 3166.0%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
130,267
shares
|
$5.6 Million
4.15% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
127,393
shares
|
$5.48 Million
1.33% of portfolio
|
Q4 2023
Added 1.99%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
127,386
shares
|
$5.48 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
126,741
shares
|
$5.45 Million
25.11% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
125,781
shares
|
$5.41 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
122,840
shares
|
$5.28 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
120,891
shares
|
$5.2 Million
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
120,546
shares
|
$5.18 Million
0.32% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
119,455
shares
|
$5.14 Million
0.0% of portfolio
|
Q1 2025
Added 2.11%
|