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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,816
shares
|
$375,826
0.01% of portfolio
|
Q3 2023
Added 3.35%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
8,794
shares
|
$374,888
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,728
shares
|
$372,074
0.0% of portfolio
|
Q4 2024
Added 39.76%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
8,591
shares
|
$366,234
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
8,538
shares
|
$363,974
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,531
shares
|
$363,676
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,360
shares
|
$356,386
0.08% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,324
shares
|
$354,852
0.12% of portfolio
|
Q2 2024
Added 54.87%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
8,307
shares
|
$354,127
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
8,286
shares
|
$353,232
0.13% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
8,232
shares
|
$350,930
0.0% of portfolio
|
Q2 2024
Added 117.43%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
8,231
shares
|
$350,887
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
7,991
shares
|
$340,656
0.04% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
7,919
shares
|
$337,586
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
7,852
shares
|
$334,730
0.17% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
7,842
shares
|
$334,304
0.0% of portfolio
|
Q4 2024
Reduced 40.42%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
7,701
shares
|
$328,293
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,688
shares
|
$327,739
0.0% of portfolio
|
Q4 2024
Reduced 71.0%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
7,653
shares
|
$326,247
0.07% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
7,632
shares
|
$325,352
0.17% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,491
shares
|
$319,341
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
7,480
shares
|
$318,872
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
7,406
shares
|
$315,717
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
7,348
shares
|
$313,245
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,299
shares
|
$311,156
0.0% of portfolio
|
Q4 2024
Added 33.46%
|