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 |
|---|---|---|---|---|---|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
209,256
shares
|
$8.92 Million
6.06% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
207,396
shares
|
$8.84 Million
6.59% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
206,326
shares
|
$8.8 Million
2.63% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
206,021
shares
|
$8.78 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
204,944
shares
|
$8.74 Million
4.0% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
200,208
shares
|
$8.53 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
198,666
shares
|
$8.47 Million
7.94% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
196,863
shares
|
$8.39 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
194,219
shares
|
$8.28 Million
6.54% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
192,146
shares
|
$8.19 Million
0.0% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
190,762
shares
|
$8.13 Million
0.0% of portfolio
|
Q4 2024
Added 50.39%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
190,437
shares
|
$8.12 Million
5.67% of portfolio
|
Q4 2024
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
188,376
shares
|
$8.03 Million
3.95% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
179,721
shares
|
$7.66 Million
0.02% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
179,074
shares
|
$7.63 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
177,066
shares
|
$7.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
173,992
shares
|
$7.42 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
164,674
shares
|
$7.02 Million
1.84% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
164,279
shares
|
$7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
160,993
shares
|
$6.86 Million
3.19% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
160,672
shares
|
$6.85 Million
5.5% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
159,294
shares
|
$6.79 Million
1.26% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
158,951
shares
|
$6.78 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
152,636
shares
|
$6.51 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
151,603
shares
|
$6.46 Million
3.66% of portfolio
|
Q4 2024
Added 0.92%
|