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 768 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
485
shares
|
$21,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
456
shares
|
$20,538
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
448
shares
|
$20,177
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
446
shares
|
$20,087
0.01% of portfolio
|
Q4 2023
Reduced 42.23%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
388
shares
|
$17,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
371
shares
|
$16,709
0.0% of portfolio
|
Q3 2025
Reduced 40.54%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
366
shares
|
$16,484
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
350
shares
|
$15,764
0.0% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
350
shares
|
$15,764
0.0% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
266
shares
|
$11,980
0.0% of portfolio
|
Q3 2025
Reduced 74.42%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
203
shares
|
$9,143
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
198
shares
|
$8,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177
shares
|
$7,972
0.0% of portfolio
|
Q1 2024
Reduced 53.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$6,981
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
80
shares
|
$3,603
0.0% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
49
shares
|
$2,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
23
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|