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 767 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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
98,192
shares
|
$4.42 Million
1.24% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
96,558
shares
|
$4.35 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
94,115
shares
|
$4.24 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
92,346
shares
|
$4.16 Million
1.0% of portfolio
|
Q2 2023
Added 40.51%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
92,284
shares
|
$4.16 Million
0.94% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
90,856
shares
|
$4.09 Million
2.23% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
88,307
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2023
Added 27.65%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
86,301
shares
|
$3.89 Million
2.63% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
85,947
shares
|
$3.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
85,786
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
84,116
shares
|
$3.79 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
83,268
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
82,179
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
81,285
shares
|
$3.66 Million
3.01% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
80,757
shares
|
$3.64 Million
1.79% of portfolio
|
Q3 2025
Added 48.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,068
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.55%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
76,969
shares
|
$3.47 Million
2.84% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
76,403
shares
|
$3.44 Million
0.28% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
75,104
shares
|
$3.38 Million
0.11% of portfolio
|
Q2 2024
Added 37.7%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
75,097
shares
|
$3.38 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
74,892
shares
|
$3.37 Million
1.96% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
74,430
shares
|
$3.35 Million
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
73,299
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
72,297
shares
|
$3.26 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
72,263
shares
|
$3.25 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|