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 $11.6 Billion.
| 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
|
$72.5 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,518,933
shares
|
$64.8 Million
7.71% of portfolio
|
Q4 2024
Added 31.92%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,442,369
shares
|
$61.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,347,470
shares
|
$57.4 Million
2.19% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
1,340,463
shares
|
$57.1 Million
0.62% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,336,680
shares
|
$57 Million
3.98% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,327,469
shares
|
$56.6 Million
1.07% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,295,939
shares
|
$55.2 Million
4.89% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,251,476
shares
|
$53.4 Million
6.24% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,224,048
shares
|
$52.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$51.4 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,182,555
shares
|
$50.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,165,113
shares
|
$49.7 Million
18.81% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$49.4 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
|
$47.3 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
1,094,856
shares
|
$46.7 Million
9.35% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,087,836
shares
|
$46.4 Million
4.71% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
985,539
shares
|
$42 Million
2.41% of portfolio
|
Q4 2024
Added 13350.78%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$41.8 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
971,046
shares
|
$41.4 Million
7.49% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
957,036
shares
|
$40.8 Million
6.21% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
921,028
shares
|
$39.3 Million
11.86% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$38.4 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
885,422
shares
|
$37.7 Million
6.64% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
878,796
shares
|
$37.5 Million
10.33% of portfolio
|
Q4 2024
Added 0.01%
|