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 708 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
65,733
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
65,323
shares
|
$2.67 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
64,387
shares
|
$2.63 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
64,285
shares
|
$2.63 Million
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
63,920
shares
|
$2.61 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
62,040
shares
|
$2.54 Million
0.88% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61,963
shares
|
$2.53 Million
0.95% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
60,240
shares
|
$2.46 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
59,966
shares
|
$2.45 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
59,275
shares
|
$2.42 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
59,132
shares
|
$2.42 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
57,939
shares
|
$2.37 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
57,314
shares
|
$2.34 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
55,263
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
54,557
shares
|
$2.23 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
52,055
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
52,004
shares
|
$2.13 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
51,845
shares
|
$2.12 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
51,765
shares
|
$2.12 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
51,523
shares
|
$2.11 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
51,278
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
50,871
shares
|
$2.08 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
50,225
shares
|
$2.05 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
49,927
shares
|
$2.04 Million
1.03% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
48,437
shares
|
$1.98 Million
0.56% of portfolio
|
Q4 2024
Added 0.3%
|