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 640 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 $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
84,666
shares
|
$3.5 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
84,620
shares
|
$3.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
83,281
shares
|
$3.44 Million
0.22% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
83,122
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
79,106
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,068
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.55%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
75,104
shares
|
$3.1 Million
0.11% of portfolio
|
Q2 2024
Added 37.7%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
72,018
shares
|
$2.98 Million
2.15% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
71,792
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
70,679
shares
|
$2.92 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
70,559
shares
|
$2.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
68,902
shares
|
$2.85 Million
2.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
68,385
shares
|
$2.83 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
67,707
shares
|
$2.8 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
67,393
shares
|
$2.78 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
67,358
shares
|
$2.78 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
67,227
shares
|
$2.78 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
67,064
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
66,690
shares
|
$2.76 Million
0.68% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
65,733
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
65,616
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
65,323
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
65,220
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
64,387
shares
|
$2.66 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
64,279
shares
|
$2.66 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|