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 |
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
161,656
shares
|
$7.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
161,476
shares
|
$7.02 Million
5.38% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
158,515
shares
|
$6.89 Million
0.0% of portfolio
|
Q2 2025
Added 32.7%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
157,058
shares
|
$6.82 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
156,909
shares
|
$6.82 Million
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
154,479
shares
|
$6.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
151,338
shares
|
$6.58 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
150,923
shares
|
$6.56 Million
3.55% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
149,565
shares
|
$6.5 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
149,426
shares
|
$6.49 Million
2.82% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
147,416
shares
|
$6.41 Million
0.94% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
146,694
shares
|
$6.37 Million
0.0% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
144,613
shares
|
$6.28 Million
3.88% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
142,017
shares
|
$6.17 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
138,330
shares
|
$6.01 Million
1.07% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
136,489
shares
|
$5.93 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
134,576
shares
|
$5.85 Million
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
134,254
shares
|
$5.83 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
133,613
shares
|
$5.81 Million
1.71% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
132,564
shares
|
$5.76 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
132,521
shares
|
$5.76 Million
2.4% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
130,688
shares
|
$5.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
130,267
shares
|
$5.66 Million
4.15% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
127,393
shares
|
$5.54 Million
1.33% of portfolio
|
Q4 2023
Added 1.99%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
127,386
shares
|
$5.53 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.41%
|