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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,145
shares
|
$211,716
0.01% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
5,106
shares
|
$210,111
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,089
shares
|
$209,412
0.01% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,085
shares
|
$209,247
0.07% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
5,057
shares
|
$208,095
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,048
shares
|
$207,725
0.02% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,007
shares
|
$206,038
0.02% of portfolio
|
Q1 2024
Added 94.22%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
4,937
shares
|
$203,157
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,928
shares
|
$202,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
4,920
shares
|
$202,458
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,897
shares
|
$201,511
0.0% of portfolio
|
N/A
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,876
shares
|
$200,647
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,865
shares
|
$200,194
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,840
shares
|
$199,166
0.02% of portfolio
|
Q1 2024
Reduced 91.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,597
shares
|
$189,166
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,441
shares
|
$182,747
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,912
shares
|
$160,978
0.01% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,894
shares
|
$160,238
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
3,744
shares
|
$154,065
0.09% of portfolio
|
Q2 2024
Reduced 94.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,711
shares
|
$152,707
0.07% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,677
shares
|
$151,308
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,618
shares
|
$148,880
0.01% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,292
shares
|
$135,465
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,024
shares
|
$124,437
0.0% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,842
shares
|
$116,948
0.03% of portfolio
|
Q2 2022
New holding
|