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 |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
9,885
shares
|
$421,397
0.1% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
9,825
shares
|
$418,839
0.02% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
9,803
shares
|
$417,901
0.22% of portfolio
|
Q1 2023
Added 6.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
9,742
shares
|
$415,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,722
shares
|
$414,448
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
9,701
shares
|
$413,553
0.06% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,651
shares
|
$411,422
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
9,645
shares
|
$411,166
0.28% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,614
shares
|
$409,844
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,481
shares
|
$404,175
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
9,427
shares
|
$401,873
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
9,410
shares
|
$401,148
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,312
shares
|
$396,970
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
9,270
shares
|
$395,180
0.08% of portfolio
|
Q4 2023
Reduced 5.57%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,163
shares
|
$390,618
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,143
shares
|
$389,766
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,052
shares
|
$385,886
0.02% of portfolio
|
Q4 2024
Reduced 74.1%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,977
shares
|
$382,689
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
8,962
shares
|
$382,050
0.06% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
8,923
shares
|
$380,387
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,905
shares
|
$379,620
0.0% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,900
shares
|
$379,407
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,870
shares
|
$378,128
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,864
shares
|
$377,872
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
8,819
shares
|
$375,953
0.05% of portfolio
|
Q4 2022
New holding
|