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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
111,185
shares
|
$4.74 Million
0.04% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
109,258
shares
|
$4.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
108,489
shares
|
$4.62 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
105,775
shares
|
$4.51 Million
2.44% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
102,769
shares
|
$4.38 Million
0.0% of portfolio
|
Q4 2024
Added 43.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
101,725
shares
|
$4.34 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
100,413
shares
|
$4.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
100,209
shares
|
$4.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
99,486
shares
|
$4.24 Million
3.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
99,168
shares
|
$4.23 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
98,992
shares
|
$4.22 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
98,514
shares
|
$4.2 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
98,192
shares
|
$4.19 Million
1.38% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
97,930
shares
|
$4.17 Million
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
97,927
shares
|
$4.17 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
96,064
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
Added 54.15%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
95,871
shares
|
$4.09 Million
0.63% of portfolio
|
Q4 2024
Added 2343.82%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
94,115
shares
|
$4.01 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
92,346
shares
|
$3.94 Million
1.0% of portfolio
|
Q2 2023
Added 40.51%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
92,284
shares
|
$3.93 Million
0.94% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
88,307
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2023
Added 27.65%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
87,192
shares
|
$3.72 Million
0.22% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
86,873
shares
|
$3.7 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
85,524
shares
|
$3.65 Million
1.46% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
85,385
shares
|
$3.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|