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 777 institutions that hold shares in the stock, with a total of 247 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,392,063
shares
|
$62.7 Million
0.02% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,336,043
shares
|
$60.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,333,124
shares
|
$60 Million
3.8% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
1,301,006
shares
|
$58.6 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
1,297,580
shares
|
$58.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,281,493
shares
|
$57.7 Million
1.86% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,280,572
shares
|
$57.7 Million
4.47% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,216,153
shares
|
$54.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$54.3 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
1,190,941
shares
|
$53.6 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.82%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$52.2 Million
0.25% of portfolio
|
Q2 2023
Added 18.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,110,093
shares
|
$50 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,080,534
shares
|
$48.7 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
1,046,138
shares
|
$47.1 Million
9.35% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,005,619
shares
|
$45.3 Million
2.77% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$44.2 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jan 29, 2026 Q4 2025 |
973,576
shares
|
$43.8 Million
18.6% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 28, 2026 Q4 2025 |
971,148
shares
|
$43.7 Million
14.58% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
951,740
shares
|
$42.9 Million
4.54% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
942,335
shares
|
$42.4 Million
12.92% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
941,843
shares
|
$42.4 Million
10.6% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
917,022
shares
|
$41.3 Million
5.35% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$40.6 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Heritage Investment Group, Inc.
|
Jan 30, 2026 Q4 2025 |
870,598
shares
|
$39.2 Million
6.18% of portfolio
|
Q4 2025
Reduced 5.37%
|
|
|
Guardian Wealth Management, LLC
Chattanooga, TN |
Jan 20, 2026 Q4 2025 |
855,118
shares
|
$38.5 Million
12.63% of portfolio
|
Q4 2025
New holding
|
|