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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
43,424
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
43,124
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
42,275
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
42,054
shares
|
$1.74 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,024
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
40,994
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
40,708
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
40,484
shares
|
$1.67 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
39,493
shares
|
$1.63 Million
0.61% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
39,390
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
37,065
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
36,669
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
36,572
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
36,416
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 135.81%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
36,407
shares
|
$1.5 Million
0.43% of portfolio
|
Q1 2023
Reduced 2.1%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,357
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,207
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 59.01%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
36,198
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
35,244
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,952
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 181.53%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
34,863
shares
|
$1.44 Million
0.95% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
34,519
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
34,398
shares
|
$1.42 Million
0.23% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
34,190
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
34,007
shares
|
$1.41 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.87%
|