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 712 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
599,378
shares
|
$23 Million
14.49% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
598,442
shares
|
$23 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
587,461
shares
|
$22.5 Million
0.6% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
582,391
shares
|
$22.3 Million
8.16% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
579,742
shares
|
$22.2 Million
9.83% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$22 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Tfo Tdc, LLC
|
Feb 07, 2025 Q4 2024 |
553,487
shares
|
$21.2 Million
10.75% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
542,562
shares
|
$20.8 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
533,846
shares
|
$20.5 Million
7.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
523,458
shares
|
$20.1 Million
0.05% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
519,089
shares
|
$19.9 Million
10.8% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
501,024
shares
|
$19.2 Million
10.27% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
485,458
shares
|
$18.6 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
481,754
shares
|
$18.5 Million
3.19% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
479,179
shares
|
$18.4 Million
7.71% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
462,449
shares
|
$17.7 Million
6.55% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Feb 03, 2025 Q4 2024 |
452,645
shares
|
$17.4 Million
18.12% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
452,624
shares
|
$17.4 Million
10.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
448,356
shares
|
$17.2 Million
0.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
446,558
shares
|
$17.1 Million
9.68% of portfolio
|
Q4 2024
Added 58.86%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
445,818
shares
|
$17.1 Million
5.87% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
440,435
shares
|
$16.9 Million
0.03% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
433,823
shares
|
$16.6 Million
6.42% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
426,417
shares
|
$16.4 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
426,385
shares
|
$16.4 Million
7.56% of portfolio
|
Q1 2025
Added 8.58%
|