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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
861,247
shares
|
$36.7 Million
2.8% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
854,511
shares
|
$36.4 Million
4.06% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
804,535
shares
|
$34.3 Million
10.92% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
803,298
shares
|
$34.2 Million
21.74% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
778,747
shares
|
$33.2 Million
17.46% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
774,476
shares
|
$33 Million
5.54% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
773,935
shares
|
$33 Million
8.33% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
751,596
shares
|
$32 Million
2.95% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
741,670
shares
|
$31.6 Million
0.18% of portfolio
|
Q4 2024
Added 65.21%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
735,514
shares
|
$31.4 Million
4.9% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
721,944
shares
|
$30.8 Million
4.21% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
716,748
shares
|
$30.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
715,493
shares
|
$30.5 Million
17.23% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
704,520
shares
|
$30 Million
8.66% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
697,844
shares
|
$29.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
695,892
shares
|
$29.7 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
689,328
shares
|
$29.4 Million
3.41% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
674,328
shares
|
$28.7 Million
18.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
660,608
shares
|
$28.2 Million
13.87% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
656,603
shares
|
$28 Million
3.8% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
654,413
shares
|
$27.9 Million
21.3% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
646,928
shares
|
$27.6 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
645,704
shares
|
$27.5 Million
0.06% of portfolio
|
Q4 2024
Added 59.83%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$27 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
611,107
shares
|
$26.1 Million
15.04% of portfolio
|
Q4 2024
Reduced 3.1%
|