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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
8,232
shares
|
$370,769
0.0% of portfolio
|
Q2 2024
Added 117.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,221
shares
|
$370,273
0.01% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,209
shares
|
$369,733
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
8,079
shares
|
$363,878
0.03% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,020
shares
|
$361,220
0.16% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
7,933
shares
|
$357,302
0.16% of portfolio
|
Q2 2025
Added 44.34%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
7,912
shares
|
$356,356
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
7,825
shares
|
$352,438
0.15% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
7,726
shares
|
$347,979
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
7,726
shares
|
$347,979
0.15% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
7,701
shares
|
$346,853
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,670
shares
|
$345,456
0.1% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
7,653
shares
|
$344,691
0.06% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
7,638
shares
|
$344,015
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
7,626
shares
|
$343,475
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
7,559
shares
|
$340,457
0.08% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,491
shares
|
$337,394
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
7,480
shares
|
$336,899
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
7,391
shares
|
$332,890
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
7,348
shares
|
$330,953
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,344
shares
|
$330,773
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,339
shares
|
$330,548
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
7,327
shares
|
$330,008
0.39% of portfolio
|
Q2 2025
Reduced 99.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
7,229
shares
|
$325,594
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
7,193
shares
|
$323,972
0.2% of portfolio
|
Q4 2023
New holding
|
|