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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,820
shares
|
$116,043
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,726
shares
|
$112,174
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,700
shares
|
$111,105
0.01% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
2,700
shares
|
$111,105
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
2,565
shares
|
$105,549
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,497
shares
|
$102,751
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$102,340
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
2,244
shares
|
$92,340
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,239
shares
|
$92,134
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,148
shares
|
$88,390
0.01% of portfolio
|
Q1 2024
Added 33.58%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
2,127
shares
|
$87,526
0.02% of portfolio
|
Q4 2023
Added 97.86%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,092
shares
|
$86,085
0.05% of portfolio
|
Q3 2024
Added 3386.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,074
shares
|
$85,345
0.0% of portfolio
|
Q2 2022
Reduced 0.24%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,941
shares
|
$79,872
0.0% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,929
shares
|
$79,378
0.01% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,867
shares
|
$76,827
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$70,695
0.01% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,628
shares
|
$66,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,577
shares
|
$64,893
0.01% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,419
shares
|
$58,391
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,403
shares
|
$57,733
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,383
shares
|
$56,910
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,285
shares
|
$52,877
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$51,190
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,212
shares
|
$49,873
0.01% of portfolio
|
Q3 2024
Added 0.41%
|