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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,542
shares
|
$150,995
0.01% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,418
shares
|
$145,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,225
shares
|
$137,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,944
shares
|
$125,502
0.01% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
2,842
shares
|
$121,154
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,820
shares
|
$120,216
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,737
shares
|
$116,678
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,700
shares
|
$115,101
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,565
shares
|
$109,345
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,497
shares
|
$106,447
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,487
shares
|
$106,020
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,465
shares
|
$105,082
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
2,244
shares
|
$95,661
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,239
shares
|
$95,448
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,212
shares
|
$94,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,148
shares
|
$91,569
0.01% of portfolio
|
Q1 2024
Added 33.58%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
2,127
shares
|
$90,674
0.02% of portfolio
|
Q4 2023
Added 97.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,074
shares
|
$88,414
0.0% of portfolio
|
Q2 2022
Reduced 0.24%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,032
shares
|
$86,624
0.05% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,929
shares
|
$82,233
0.01% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
1,898
shares
|
$80,911
0.04% of portfolio
|
Q4 2024
Added 57.25%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,867
shares
|
$79,590
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,718
shares
|
$73,238
0.01% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,710
shares
|
$72,897
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,628
shares
|
$69,401
0.0% of portfolio
|
Q4 2024
New holding
|