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 768 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
38,135,706
shares
|
$1.72 Billion
2.9% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,354,855
shares
|
$737 Million
4.1% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,427,184
shares
|
$650 Million
6.31% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$344 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,585,782
shares
|
$297 Million
0.47% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,957,271
shares
|
$268 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,836,699
shares
|
$263 Million
8.4% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,827,280
shares
|
$262 Million
13.13% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,128,384
shares
|
$231 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$206 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,557,544
shares
|
$205 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,778,650
shares
|
$170 Million
2.05% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
3,041,107
shares
|
$137 Million
8.94% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$134 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,881,660
shares
|
$130 Million
2.62% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,784,461
shares
|
$125 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,513,989
shares
|
$113 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,241,492
shares
|
$101 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$95.5 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
2,036,965
shares
|
$91.7 Million
4.41% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
1,983,157
shares
|
$89.3 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$80.6 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
1,771,785
shares
|
$79.8 Million
13.14% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$76.6 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,688,611
shares
|
$76.1 Million
7.77% of portfolio
|
Q3 2025
Reduced 1.56%
|
|