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 708 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
151,603
shares
|
$6.2 Million
3.66% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
147,931
shares
|
$6.05 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
144,655
shares
|
$5.91 Million
4.04% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
140,975
shares
|
$5.76 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
140,768
shares
|
$5.76 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
137,155
shares
|
$5.61 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
135,685
shares
|
$5.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
134,254
shares
|
$5.49 Million
2.37% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
133,646
shares
|
$5.46 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
131,854
shares
|
$5.39 Million
4.38% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
129,240
shares
|
$5.28 Million
1.14% of portfolio
|
Q4 2024
Added 37.08%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
128,651
shares
|
$5.26 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
127,393
shares
|
$5.21 Million
1.42% of portfolio
|
Q4 2023
Added 1.99%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
126,741
shares
|
$5.18 Million
25.11% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
125,972
shares
|
$5.15 Million
2.87% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
125,781
shares
|
$5.14 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
123,946
shares
|
$5.07 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
121,754
shares
|
$4.98 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
121,434
shares
|
$4.97 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
120,891
shares
|
$4.94 Million
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
118,630
shares
|
$4.85 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
118,006
shares
|
$4.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
116,984
shares
|
$4.78 Million
0.0% of portfolio
|
Q4 2024
Added 153.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
116,465
shares
|
$4.76 Million
0.29% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
115,083
shares
|
$4.71 Million
2.69% of portfolio
|
Q4 2024
Reduced 1.33%
|