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 |
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
126,741
shares
|
$5.51 Million
25.11% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
125,704
shares
|
$5.46 Million
0.29% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
122,840
shares
|
$5.34 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
120,891
shares
|
$5.25 Million
0.36% of portfolio
|
Q2 2022
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
118,214
shares
|
$5.14 Million
0.38% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
117,940
shares
|
$5.12 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
117,279
shares
|
$5.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
116,292
shares
|
$5.05 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
114,249
shares
|
$4.96 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
113,073
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
111,077
shares
|
$4.83 Million
0.02% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
110,788
shares
|
$4.81 Million
2.56% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
108,277
shares
|
$4.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
107,972
shares
|
$4.69 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
107,000
shares
|
$4.65 Million
2.7% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
106,696
shares
|
$4.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
106,269
shares
|
$4.62 Million
1.88% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
103,100
shares
|
$4.48 Million
3.57% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
101,158
shares
|
$4.4 Million
3.49% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
100,719
shares
|
$4.38 Million
2.94% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
100,203
shares
|
$4.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
100,144
shares
|
$4.35 Million
0.14% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
99,415
shares
|
$4.32 Million
1.62% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
98,192
shares
|
$4.27 Million
1.3% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
98,134
shares
|
$4.26 Million
3.61% of portfolio
|
Q2 2025
Added 2.76%
|