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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,185
shares
|
$295,662
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
7,149
shares
|
$294,181
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
7,029
shares
|
$289,243
0.18% of portfolio
|
Q2 2024
Reduced 71.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
6,977
shares
|
$287,103
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
6,965
shares
|
$286,609
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
6,866
shares
|
$282,535
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
6,811
shares
|
$280,272
0.07% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,805
shares
|
$280,025
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
6,714
shares
|
$276,281
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
6,654
shares
|
$273,812
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,648
shares
|
$273,565
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,646
shares
|
$273,482
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
6,502
shares
|
$267,557
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
6,468
shares
|
$266,158
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,433
shares
|
$264,717
0.48% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
6,412
shares
|
$263,853
0.02% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,310
shares
|
$259,656
0.01% of portfolio
|
Q4 2023
Reduced 78.41%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
6,288
shares
|
$258,751
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,283
shares
|
$258,545
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
6,270
shares
|
$258,010
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,245
shares
|
$256,981
0.0% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
6,170
shares
|
$253,895
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
6,143
shares
|
$252,784
0.03% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,118
shares
|
$251,755
0.01% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
6,088
shares
|
$250,521
0.06% of portfolio
|
Q3 2024
New holding
|