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 642 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 $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
496
shares
|
$20,157
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
456
shares
|
$18,531
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
446
shares
|
$18,125
0.01% of portfolio
|
Q4 2023
Reduced 42.23%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
414
shares
|
$16,824
0.0% of portfolio
|
Q1 2024
Reduced 95.23%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
414
shares
|
$16,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
366
shares
|
$14,874
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
336
shares
|
$13,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
336
shares
|
$13,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
256
shares
|
$10,403
0.0% of portfolio
|
Q2 2024
Reduced 79.1%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
227
shares
|
$9,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
215
shares
|
$8,737
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
203
shares
|
$8,249
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177
shares
|
$7,193
0.0% of portfolio
|
Q1 2024
Reduced 53.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$6,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
101
shares
|
$4,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
80
shares
|
$3,251
0.0% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
New holding
|