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 701 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
84,677
shares
|
$3.61 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
84,595
shares
|
$3.61 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
84,488
shares
|
$3.6 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
83,383
shares
|
$3.55 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
81,802
shares
|
$3.49 Million
1.31% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,068
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.55%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
76,316
shares
|
$3.25 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
75,104
shares
|
$3.2 Million
0.11% of portfolio
|
Q2 2024
Added 37.7%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
75,005
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
74,530
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
74,309
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
72,413
shares
|
$3.09 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
70,195
shares
|
$2.99 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
69,719
shares
|
$2.97 Million
1.93% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
69,576
shares
|
$2.97 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
69,143
shares
|
$2.95 Million
1.9% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
68,385
shares
|
$2.92 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
67,707
shares
|
$2.89 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
67,659
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
66,717
shares
|
$2.84 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
66,690
shares
|
$2.84 Million
0.56% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
66,155
shares
|
$2.82 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
65,773
shares
|
$2.8 Million
0.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
65,733
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
65,323
shares
|
$2.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|