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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
302,052
shares
|
$12.9 Million
2.69% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
297,739
shares
|
$12.7 Million
4.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
297,266
shares
|
$12.7 Million
3.62% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
290,989
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
283,675
shares
|
$12.1 Million
5.11% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
274,466
shares
|
$11.7 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
264,404
shares
|
$11.3 Million
3.37% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
264,086
shares
|
$11.3 Million
3.13% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
262,718
shares
|
$11.2 Million
6.85% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
261,847
shares
|
$11.2 Million
4.7% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
258,500
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
256,938
shares
|
$11 Million
1.09% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
255,305
shares
|
$10.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
246,120
shares
|
$10.5 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
242,207
shares
|
$10.3 Million
1.24% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
237,906
shares
|
$10.1 Million
0.71% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
237,141
shares
|
$10.1 Million
6.61% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
234,550
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
233,611
shares
|
$9.96 Million
0.64% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
221,450
shares
|
$9.44 Million
1.55% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
215,325
shares
|
$9.18 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$9.13 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
212,490
shares
|
$9.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
211,265
shares
|
$9.01 Million
7.58% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
211,001
shares
|
$8.99 Million
0.5% of portfolio
|
Q4 2024
Added 22.5%
|