Institutional Ownership Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 07, 2024 Q2 2024 |
8,205,327
shares
|
$239 Million
3.69% of portfolio
|
Q1 2024
Added 4.41%
|
|
Jmg Financial Group, Ltd.
|
Jul 30, 2024 Q2 2024 |
4,907,427
shares
|
$143 Million
5.43% of portfolio
|
Q2 2024
Added 5.22%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
4,644,303
shares
|
$136 Million
1.31% of portfolio
|
Q2 2024
Added 64.33%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
2,743,759
shares
|
$80.1 Million
0.14% of portfolio
|
Q2 2024
Added 24.16%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
2,512,223
shares
|
$73.3 Million
0.78% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
2,348,884
shares
|
$68.5 Million
1.0% of portfolio
|
Q2 2024
Added 8.9%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
1,959,343
shares
|
$57.2 Million
1.88% of portfolio
|
Q2 2024
Added 1.25%
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
1,616,952
shares
|
$47.2 Million
2.7% of portfolio
|
Q2 2024
Added 14.55%
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Aug 13, 2024 Q2 2024 |
1,570,224
shares
|
$45.8 Million
11.89% of portfolio
|
Q2 2024
Added 222.41%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$43.3 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
1,246,284
shares
|
$36.4 Million
6.2% of portfolio
|
Q2 2024
Added 0.57%
|
|
Cable Hill Partners, LLC
Portland, OR |
Jul 22, 2024 Q2 2024 |
1,157,929
shares
|
$33.8 Million
3.8% of portfolio
|
Q2 2024
Added 6.48%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,145,491
shares
|
$33.4 Million
0.0% of portfolio
|
Q2 2024
Added 25.94%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,076,334
shares
|
$31.4 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
1,039,307
shares
|
$30.3 Million
0.14% of portfolio
|
Q2 2024
Added 3.14%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
1,011,655
shares
|
$29.5 Million
0.21% of portfolio
|
Q2 2024
Added 214.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
937,602
shares
|
$27.4 Million
0.01% of portfolio
|
Q2 2024
Added 9.05%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
899,670
shares
|
$26.3 Million
1.17% of portfolio
|
Q2 2024
Added 21.47%
|
|
Stordahl Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
831,017
shares
|
$24.2 Million
5.98% of portfolio
|
Q2 2024
Added 1.08%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
827,698
shares
|
$24.2 Million
0.91% of portfolio
|
Q2 2024
Added 14.33%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
825,793
shares
|
$24.1 Million
0.04% of portfolio
|
Q2 2024
Added 3.53%
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
803,177
shares
|
$23.4 Million
3.56% of portfolio
|
Q2 2024
Added 2.34%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
796,149
shares
|
$23.2 Million
5.36% of portfolio
|
Q2 2024
Added 37.27%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
777,019
shares
|
$22.7 Million
3.6% of portfolio
|
Q2 2024
Added 2.93%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
771,493
shares
|
$22.5 Million
1.06% of portfolio
|
Q3 2022
Added 46.27%
|