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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
127,324
shares
|
$5.73 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
126,796
shares
|
$5.71 Million
0.96% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
126,741
shares
|
$5.71 Million
25.11% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
124,354
shares
|
$5.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
123,085
shares
|
$5.54 Million
2.62% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
121,015
shares
|
$5.45 Million
0.72% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
118,536
shares
|
$5.34 Million
1.92% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
117,199
shares
|
$5.28 Million
0.02% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
117,031
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
116,756
shares
|
$5.26 Million
0.33% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
116,343
shares
|
$5.24 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
115,681
shares
|
$5.21 Million
0.22% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
115,604
shares
|
$5.21 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
115,091
shares
|
$5.18 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
114,249
shares
|
$5.15 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
113,917
shares
|
$5.13 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
110,158
shares
|
$4.96 Million
0.06% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
109,164
shares
|
$4.92 Million
1.69% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
107,939
shares
|
$4.86 Million
2.42% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
107,000
shares
|
$4.82 Million
2.51% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
106,288
shares
|
$4.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
106,147
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
103,319
shares
|
$4.65 Million
3.34% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
101,158
shares
|
$4.56 Million
3.38% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
100,090
shares
|
$4.51 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.62%
|
|