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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
117,940
shares
|
$5.07 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
117,279
shares
|
$5.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
116,292
shares
|
$5 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
116,238
shares
|
$5 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
114,368
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
114,249
shares
|
$4.91 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
113,729
shares
|
$4.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
113,433
shares
|
$4.88 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
110,031
shares
|
$4.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
108,690
shares
|
$4.67 Million
4.25% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
107,929
shares
|
$4.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
107,000
shares
|
$4.6 Million
2.7% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
106,269
shares
|
$4.57 Million
1.88% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
102,100
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 50.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
102,072
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
100,719
shares
|
$4.33 Million
2.94% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
100,674
shares
|
$4.33 Million
3.7% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
99,820
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
99,415
shares
|
$4.27 Million
1.62% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
98,192
shares
|
$4.22 Million
1.38% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
96,558
shares
|
$4.15 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
96,375
shares
|
$4.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
95,502
shares
|
$4.11 Million
4.04% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
95,474
shares
|
$4.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
94,115
shares
|
$4.05 Million
0.34% of portfolio
|
Q3 2022
New holding
|