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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,718
shares
|
$755,318
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
17,664
shares
|
$753,016
0.43% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
17,655
shares
|
$752,632
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17,487
shares
|
$745,470
0.06% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
17,351
shares
|
$739,673
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
17,197
shares
|
$733,108
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
17,170
shares
|
$731,957
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,010
shares
|
$725,136
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
16,925
shares
|
$721,512
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
16,837
shares
|
$717,761
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16,602
shares
|
$707,743
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
16,463
shares
|
$701,817
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
16,461
shares
|
$701,732
0.01% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
16,409
shares
|
$699,515
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
16,287
shares
|
$694,314
0.22% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
15,995
shares
|
$681,866
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
15,874
shares
|
$676,708
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
15,811
shares
|
$674,022
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$671,593
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
15,726
shares
|
$670,399
0.14% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
15,631
shares
|
$666,349
0.09% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
15,435
shares
|
$657,994
0.07% of portfolio
|
Q2 2024
Added 36.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,418
shares
|
$657,269
0.01% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
15,322
shares
|
$653,176
0.21% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
15,062
shares
|
$642,093
0.59% of portfolio
|
Q4 2024
Reduced 7.48%
|