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 |
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
451,218
shares
|
$19.6 Million
10.25% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
438,020
shares
|
$19 Million
6.26% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
421,576
shares
|
$18.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
421,448
shares
|
$18.3 Million
6.35% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
419,177
shares
|
$18.2 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
414,802
shares
|
$18 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.73%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
393,977
shares
|
$17.1 Million
6.38% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
378,925
shares
|
$16.5 Million
7.07% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
376,082
shares
|
$16.3 Million
0.51% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
364,462
shares
|
$15.8 Million
2.86% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
362,103
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
353,768
shares
|
$15.4 Million
10.33% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
352,788
shares
|
$15.3 Million
4.42% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
348,017
shares
|
$15.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
342,907
shares
|
$14.9 Million
0.47% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
342,052
shares
|
$14.9 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
338,390
shares
|
$14.7 Million
3.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
333,026
shares
|
$14.5 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
328,204
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
327,255
shares
|
$14.2 Million
9.37% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
318,192
shares
|
$13.8 Million
0.5% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
317,230
shares
|
$13.8 Million
1.46% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
314,338
shares
|
$13.7 Million
10.03% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
310,126
shares
|
$13.5 Million
8.54% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
309,390
shares
|
$13.4 Million
0.31% of portfolio
|
Q2 2025
New holding
|