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 |
|---|---|---|---|---|---|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
420,996
shares
|
$17.9 Million
4.5% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
400,445
shares
|
$17.1 Million
7.91% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
392,696
shares
|
$16.7 Million
7.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
391,833
shares
|
$16.7 Million
0.11% of portfolio
|
Q4 2024
Added 6403.45%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
382,038
shares
|
$16.3 Million
3.23% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
376,270
shares
|
$16 Million
0.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
370,345
shares
|
$15.8 Million
0.66% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
370,341
shares
|
$15.8 Million
10.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
368,908
shares
|
$15.7 Million
0.13% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
363,934
shares
|
$15.5 Million
3.2% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
361,376
shares
|
$15.4 Million
4.67% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
354,714
shares
|
$15.1 Million
11.11% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
349,002
shares
|
$14.9 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
344,334
shares
|
$14.7 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
342,907
shares
|
$14.6 Million
0.47% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
336,529
shares
|
$14.3 Million
1.85% of portfolio
|
Q4 2024
Reduced 17.79%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
334,599
shares
|
$14.3 Million
10.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
329,087
shares
|
$14 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
322,001
shares
|
$13.7 Million
12.86% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
320,832
shares
|
$13.7 Million
2.68% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
320,598
shares
|
$13.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
315,062
shares
|
$13.4 Million
1.6% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
311,790
shares
|
$13.3 Million
10.62% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
307,708
shares
|
$13.1 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
304,492
shares
|
$13 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.4%
|