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 768 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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$556,469
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$552,055
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
12,158
shares
|
$547,596
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,112
shares
|
$545,524
0.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$543,362
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,835
shares
|
$533,048
0.25% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,800
shares
|
$531,472
0.39% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
11,740
shares
|
$528,769
0.03% of portfolio
|
Q3 2025
Reduced 42.38%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,411
shares
|
$513,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
11,411
shares
|
$513,951
0.0% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
11,339
shares
|
$510,708
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
11,324
shares
|
$510,032
0.03% of portfolio
|
Q2 2025
Added 79.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
11,320
shares
|
$509,852
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
11,207
shares
|
$504,763
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11,150
shares
|
$502,196
0.31% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
11,050
shares
|
$497,692
0.31% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
11,037
shares
|
$497,106
0.29% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
10,860
shares
|
$489,134
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,849
shares
|
$488,638
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
10,787
shares
|
$485,846
0.07% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
10,785
shares
|
$485,756
0.35% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
10,742
shares
|
$483,819
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
10,710
shares
|
$482,378
0.26% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
10,674
shares
|
$480,756
0.16% of portfolio
|
Q1 2024
Added 9.8%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
10,672
shares
|
$480,666
0.17% of portfolio
|
Q2 2024
New holding
|
|