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 |
|---|---|---|---|---|---|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
452,214
shares
|
$20.4 Million
6.72% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
451,218
shares
|
$20.3 Million
10.25% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
448,606
shares
|
$20.2 Million
0.3% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
429,405
shares
|
$19.3 Million
8.46% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
416,741
shares
|
$18.8 Million
0.04% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
395,758
shares
|
$17.8 Million
7.19% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
393,977
shares
|
$17.7 Million
6.28% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
392,716
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
391,554
shares
|
$17.6 Million
5.88% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
379,065
shares
|
$17.1 Million
0.51% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
358,429
shares
|
$16.1 Million
2.63% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
351,401
shares
|
$15.8 Million
9.86% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
350,596
shares
|
$15.8 Million
4.39% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
348,557
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
342,907
shares
|
$15.4 Million
0.47% of portfolio
|
Q3 2023
Added 1.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
341,801
shares
|
$15.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
341,792
shares
|
$15.4 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
332,657
shares
|
$15 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
331,486
shares
|
$14.9 Million
0.8% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
327,159
shares
|
$14.7 Million
9.33% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
326,739
shares
|
$14.7 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
325,421
shares
|
$14.7 Million
9.03% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
321,384
shares
|
$14.5 Million
1.45% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
315,003
shares
|
$14.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
314,461
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2025
Added 15.68%
|
|