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 454 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
30,506
shares
|
$941,415
0.55% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
30,232
shares
|
$932,959
0.31% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
29,940
shares
|
$923,948
0.02% of portfolio
|
Q1 2025
Added 42.33%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
29,904
shares
|
$922,837
0.34% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
29,851
shares
|
$921,201
0.43% of portfolio
|
Q1 2025
Added 188.86%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
29,465
shares
|
$909,289
0.42% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
29,436
shares
|
$908,394
0.18% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
29,424
shares
|
$908,024
0.46% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$907,746
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
29,044
shares
|
$896,297
0.53% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
28,911
shares
|
$892,193
0.07% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
28,851
shares
|
$890,341
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
28,694
shares
|
$885,496
0.28% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
28,515
shares
|
$879,972
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
28,120
shares
|
$867,783
0.3% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
27,418
shares
|
$846,119
0.48% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$832,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
26,847
shares
|
$828,498
0.05% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
25,557
shares
|
$788,689
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
25,407
shares
|
$784,060
0.34% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
25,382
shares
|
$783,288
0.02% of portfolio
|
Q2 2025
Added 49.06%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
25,093
shares
|
$774,369
0.43% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
24,996
shares
|
$771,376
0.42% of portfolio
|
Q2 2025
Added 132.52%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
24,963
shares
|
$770,358
0.44% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
24,463
shares
|
$754,928
0.02% of portfolio
|
Q2 2025
Added 49.73%
|