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 |
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
216,908
shares
|
$9.42 Million
0.0% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
214,101
shares
|
$9.3 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
210,412
shares
|
$9.14 Million
7.8% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
210,155
shares
|
$9.13 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
208,527
shares
|
$9.06 Million
1.38% of portfolio
|
Q2 2025
Added 31.15%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$9.01 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$8.96 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
206,188
shares
|
$8.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
205,996
shares
|
$8.95 Million
5.61% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
203,636
shares
|
$8.85 Million
5.39% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
203,074
shares
|
$8.82 Million
2.84% of portfolio
|
Q2 2025
Added 20207.4%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
199,691
shares
|
$8.68 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
193,132
shares
|
$8.39 Million
1.4% of portfolio
|
Q2 2025
Added 112.8%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
187,485
shares
|
$8.15 Million
1.49% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
186,553
shares
|
$8.11 Million
3.5% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
185,603
shares
|
$8.06 Million
5.87% of portfolio
|
Q2 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
177,443
shares
|
$7.71 Million
3.37% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
177,302
shares
|
$7.7 Million
0.01% of portfolio
|
Q2 2025
Added 73.66%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
173,864
shares
|
$7.55 Million
4.3% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
173,672
shares
|
$7.55 Million
0.38% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
173,304
shares
|
$7.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
169,622
shares
|
$7.37 Million
4.38% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
167,712
shares
|
$7.29 Million
2.14% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
166,849
shares
|
$7.25 Million
3.48% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
163,735
shares
|
$7.11 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.15%
|