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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,196
shares
|
$562,545
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
13,171
shares
|
$561,479
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
12,915
shares
|
$550,566
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
12,913
shares
|
$550,481
0.06% of portfolio
|
Q3 2022
Reduced 33.4%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
12,824
shares
|
$546,687
0.09% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,780
shares
|
$544,811
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
12,775
shares
|
$544,598
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
12,480
shares
|
$532,022
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$526,693
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
12,273
shares
|
$523,197
0.28% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$522,515
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$514,288
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
11,937
shares
|
$508,874
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,835
shares
|
$504,526
0.25% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
11,703
shares
|
$498,898
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
11,424
shares
|
$487,005
0.23% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
11,339
shares
|
$483,381
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
11,320
shares
|
$482,571
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,307
shares
|
$482,017
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,285
shares
|
$481,079
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,270
shares
|
$480,440
0.26% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
11,204
shares
|
$477,626
0.01% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
11,150
shares
|
$475,324
0.3% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11,150
shares
|
$475,324
0.31% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
11,112
shares
|
$473,704
0.34% of portfolio
|
Q4 2024
New holding
|