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 740 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
846,904
shares
|
$36.8 Million
3.84% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
833,172
shares
|
$36.2 Million
1.0% of portfolio
|
Q2 2025
Added 71.63%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
827,304
shares
|
$35.9 Million
2.15% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
797,081
shares
|
$34.6 Million
5.22% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
792,768
shares
|
$34.4 Million
4.38% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
789,310
shares
|
$34.3 Million
9.14% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
773,935
shares
|
$33.6 Million
8.33% of portfolio
|
Q4 2023
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
771,282
shares
|
$33.5 Million
16.64% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
759,096
shares
|
$33 Million
9.07% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
757,534
shares
|
$32.9 Million
20.39% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
753,224
shares
|
$32.7 Million
11.91% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
746,866
shares
|
$32.5 Million
18.67% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
746,295
shares
|
$32.4 Million
2.78% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
731,241
shares
|
$31.8 Million
3.41% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
728,071
shares
|
$31.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
726,137
shares
|
$31.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
720,613
shares
|
$31.3 Million
0.98% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
713,723
shares
|
$31 Million
4.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
713,493
shares
|
$31 Million
0.04% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
707,556
shares
|
$30.7 Million
0.32% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
692,196
shares
|
$30.1 Million
16.89% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
674,635
shares
|
$29.3 Million
7.61% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
673,361
shares
|
$29.3 Million
14.15% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
646,928
shares
|
$28.1 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
645,665
shares
|
$28.1 Million
3.37% of portfolio
|
Q2 2025
Reduced 4.69%
|