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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,283
shares
|
$267,844
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
6,274
shares
|
$267,460
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
6,250
shares
|
$266,437
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
6,196
shares
|
$264,135
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
6,143
shares
|
$261,876
0.03% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
6,118
shares
|
$260,810
0.01% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,060
shares
|
$258,337
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,053
shares
|
$258,039
0.01% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,025
shares
|
$256,845
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
5,986
shares
|
$255,183
0.12% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,965
shares
|
$254,287
0.03% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,963
shares
|
$254,202
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,954
shares
|
$253,819
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
5,850
shares
|
$249,385
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
5,794
shares
|
$246,998
0.08% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,792
shares
|
$246,912
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,774
shares
|
$246,145
0.12% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
5,754
shares
|
$245,293
0.11% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,719
shares
|
$243,800
0.05% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,708
shares
|
$243,332
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Feb 26, 2025 Q4 2024 |
5,696
shares
|
$242,820
0.08% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
5,684
shares
|
$242,308
0.04% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,617
shares
|
$239,452
0.0% of portfolio
|
Q4 2024
Reduced 77.05%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,568
shares
|
$237,363
0.05% of portfolio
|
Q4 2024
Reduced 95.47%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
5,537
shares
|
$236,042
0.05% of portfolio
|
Q2 2022
New holding
|