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 |
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
307,842
shares
|
$13.4 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
306,141
shares
|
$13.3 Million
0.77% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
303,439
shares
|
$13.2 Million
2.51% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
303,069
shares
|
$13.2 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
299,255
shares
|
$13 Million
4.31% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
288,112
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
281,152
shares
|
$12.2 Million
11.46% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
280,810
shares
|
$12.2 Million
4.38% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
280,608
shares
|
$12.2 Million
3.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
279,679
shares
|
$12.2 Million
10.9% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
278,489
shares
|
$12.1 Million
3.24% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
272,236
shares
|
$11.8 Million
1.38% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
271,846
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
266,555
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$11.4 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
261,559
shares
|
$11.4 Million
6.36% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
257,484
shares
|
$11.2 Million
0.85% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
256,865
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
255,987
shares
|
$11.1 Million
0.67% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
246,911
shares
|
$10.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
244,044
shares
|
$10.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
241,535
shares
|
$10.5 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
234,898
shares
|
$10.2 Million
0.44% of portfolio
|
Q2 2025
Added 100.74%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
233,367
shares
|
$10.1 Million
6.76% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
227,770
shares
|
$9.9 Million
7.37% of portfolio
|
Q2 2025
Added 5.93%
|