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 770 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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
15,731
shares
|
$708,524
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,726
shares
|
$708,299
0.14% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
15,725
shares
|
$708,254
0.46% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
15,687
shares
|
$706,542
0.04% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
15,541
shares
|
$699,966
0.4% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
15,379
shares
|
$692,670
0.0% of portfolio
|
Q3 2025
Added 44.89%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
15,371
shares
|
$692,309
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
15,245
shares
|
$686,634
0.01% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
15,227
shares
|
$685,824
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
15,216
shares
|
$685,328
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,216
shares
|
$685,328
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,205
shares
|
$684,833
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$677,266
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
14,991
shares
|
$675,194
0.01% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
14,598
shares
|
$657,493
0.03% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,594
shares
|
$657,313
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
14,594
shares
|
$657,313
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
14,422
shares
|
$649,566
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
14,336
shares
|
$645,693
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
14,330
shares
|
$645,423
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,279
shares
|
$643,126
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$641,234
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$637,541
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
14,150
shares
|
$637,316
0.02% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
14,143
shares
|
$637,000
0.09% of portfolio
|
Q2 2025
Reduced 9.52%
|
|