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 $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
29,482
shares
|
$1.26 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
29,195
shares
|
$1.24 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,951
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
28,824
shares
|
$1.23 Million
0.27% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
28,739
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
28,667
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
28,498
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
28,274
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
27,967
shares
|
$1.19 Million
0.31% of portfolio
|
Q4 2024
Added 120.65%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
27,961
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
27,901
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
27,741
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
27,438
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
26,937
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2024
Reduced 16.84%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
26,598
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
26,554
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
26,473
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
26,420
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
26,289
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
26,168
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
25,825
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
25,682
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
25,665
shares
|
$1.09 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$1.09 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
24,651
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 0.11%
|