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 |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,089
shares
|
$319,288
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
7,087
shares
|
$319,198
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,074
shares
|
$318,612
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
6,990
shares
|
$314,829
0.11% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
6,986
shares
|
$314,649
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,972
shares
|
$314,018
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,809
shares
|
$306,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
6,748
shares
|
$303,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
6,714
shares
|
$302,398
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,705
shares
|
$301,993
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
6,654
shares
|
$299,696
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,646
shares
|
$299,335
0.07% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
6,646
shares
|
$299,335
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
6,583
shares
|
$296,498
0.02% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6,583
shares
|
$296,498
0.0% of portfolio
|
Q3 2025
Added 87.02%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
6,544
shares
|
$294,741
0.14% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,473
shares
|
$291,543
0.01% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
6,433
shares
|
$289,742
0.39% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
6,366
shares
|
$286,724
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
6,288
shares
|
$283,211
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,283
shares
|
$282,986
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,268
shares
|
$282,310
0.01% of portfolio
|
Q3 2025
Added 20.47%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
6,250
shares
|
$281,500
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,196
shares
|
$279,067
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
6,178
shares
|
$278,257
0.09% of portfolio
|
Q4 2025
Reduced 7.01%
|
|