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 768 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
163,838
shares
|
$7.38 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
163,506
shares
|
$7.36 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
160,899
shares
|
$7.25 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
159,368
shares
|
$7.18 Million
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
159,206
shares
|
$7.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
153,603
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
153,580
shares
|
$6.92 Million
0.02% of portfolio
|
Q3 2025
Added 121.55%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
153,470
shares
|
$6.91 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
150,930
shares
|
$6.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
146,284
shares
|
$6.59 Million
2.64% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
145,726
shares
|
$6.56 Million
1.72% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
143,825
shares
|
$6.48 Million
3.47% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
142,683
shares
|
$6.43 Million
1.4% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
141,244
shares
|
$6.36 Million
3.78% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
140,154
shares
|
$6.31 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
135,337
shares
|
$6.1 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
135,319
shares
|
$6.09 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
134,254
shares
|
$6.05 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
133,425
shares
|
$6.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
133,296
shares
|
$6 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
132,726
shares
|
$5.98 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
132,093
shares
|
$5.95 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
130,272
shares
|
$5.87 Million
4.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
127,966
shares
|
$5.76 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
127,393
shares
|
$5.74 Million
1.28% of portfolio
|
Q4 2023
Added 1.99%
|
|