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 |
|---|---|---|---|---|---|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
22,660
shares
|
$936,311
0.36% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
22,382
shares
|
$924,824
0.09% of portfolio
|
Q3 2024
Added 153.94%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,219
shares
|
$918,089
0.0% of portfolio
|
Q3 2022
Added 5.25%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
22,210
shares
|
$917,717
0.77% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,099
shares
|
$913,130
0.15% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
21,852
shares
|
$902,924
0.27% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
21,813
shares
|
$901,313
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
21,375
shares
|
$883,215
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
21,234
shares
|
$877,388
0.23% of portfolio
|
Q2 2024
Reduced 5.93%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
21,053
shares
|
$869,909
0.63% of portfolio
|
Q1 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,041
shares
|
$869,414
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,875
shares
|
$862,555
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
20,575
shares
|
$850,159
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
20,574
shares
|
$850,117
0.59% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
20,574
shares
|
$850,117
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
20,543
shares
|
$848,836
0.77% of portfolio
|
Q2 2024
Reduced 15.61%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
20,396
shares
|
$842,762
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
20,378
shares
|
$842,018
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
19,337
shares
|
$799,004
0.01% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
19,206
shares
|
$793,591
0.31% of portfolio
|
Q3 2024
Reduced 58.88%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
19,084
shares
|
$788,550
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,991
shares
|
$784,708
0.01% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
18,938
shares
|
$782,518
0.0% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
18,319
shares
|
$756,941
0.01% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
18,118
shares
|
$748,635
0.02% of portfolio
|
Q3 2024
Added 146.81%
|