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 740 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$73.9 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,416,740
shares
|
$61.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,395,734
shares
|
$60.6 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,374,720
shares
|
$59.7 Million
0.62% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,340,471
shares
|
$58.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,332,959
shares
|
$57.9 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,324,237
shares
|
$57.5 Million
3.91% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,321,744
shares
|
$57.4 Million
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,298,554
shares
|
$56.4 Million
4.62% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,206,382
shares
|
$52.4 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$52.3 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,195,403
shares
|
$51.9 Million
5.63% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$50.4 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
|
$48.2 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,085,073
shares
|
$47.1 Million
4.34% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
1,069,772
shares
|
$46.5 Million
9.23% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,055,864
shares
|
$45.9 Million
16.1% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$42.6 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
955,604
shares
|
$41.5 Million
2.42% of portfolio
|
Q2 2025
Reduced 99.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
954,172
shares
|
$41.5 Million
3.9% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
954,169
shares
|
$41.5 Million
18.79% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
941,019
shares
|
$40.9 Million
5.51% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
936,355
shares
|
$40.7 Million
6.96% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
909,915
shares
|
$39.5 Million
10.59% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$39.1 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|