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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
7,229
shares
|
$308,172
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
7,208
shares
|
$307,277
0.02% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
7,193
shares
|
$306,637
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,190
shares
|
$306,509
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
7,188
shares
|
$306,424
0.01% of portfolio
|
Q1 2023
Added 14.04%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
7,149
shares
|
$304,761
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
7,101
shares
|
$302,715
0.1% of portfolio
|
Q4 2024
Added 115.7%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
7,042
shares
|
$300,200
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,977
shares
|
$297,429
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,895
shares
|
$293,933
0.2% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
6,809
shares
|
$290,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
6,805
shares
|
$290,097
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,791
shares
|
$289,500
0.07% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
6,714
shares
|
$286,217
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
6,654
shares
|
$283,660
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,649
shares
|
$283,446
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
6,646
shares
|
$283,318
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
6,644
shares
|
$283,233
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
6,542
shares
|
$278,885
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
6,502
shares
|
$277,180
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
6,468
shares
|
$275,730
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,433
shares
|
$274,238
0.47% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,412
shares
|
$273,343
0.02% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,310
shares
|
$268,995
0.01% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
6,288
shares
|
$268,057
0.02% of portfolio
|
Q4 2022
New holding
|