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 $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
9,651
shares
|
$399,840
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
9,644
shares
|
$399,550
0.24% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
9,633
shares
|
$399,095
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,614
shares
|
$398,308
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
9,531
shares
|
$394,869
0.07% of portfolio
|
Q1 2024
Added 24.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,481
shares
|
$392,797
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,388
shares
|
$388,944
0.02% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
9,375
shares
|
$388,406
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,270
shares
|
$384,056
0.08% of portfolio
|
Q4 2023
Reduced 5.57%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
9,163
shares
|
$379,623
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
9,143
shares
|
$378,794
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$376,350
0.01% of portfolio
|
Q2 2024
Added 48.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,981
shares
|
$372,082
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
8,977
shares
|
$371,917
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,905
shares
|
$368,934
0.0% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,900
shares
|
$368,727
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
8,885
shares
|
$368,105
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,864
shares
|
$367,235
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
8,833
shares
|
$365,951
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
8,819
shares
|
$365,371
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,816
shares
|
$365,246
0.01% of portfolio
|
Q3 2023
Added 3.35%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
8,794
shares
|
$364,335
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,569
shares
|
$355,013
0.19% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
8,554
shares
|
$354,392
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
8,538
shares
|
$353,729
0.01% of portfolio
|
Q2 2022
New holding
|