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 416 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
18,827
shares
|
$526,402
1.03% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
18,255
shares
|
$510,409
0.36% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
17,768
shares
|
$496,793
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
17,320
shares
|
$484,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,081
shares
|
$477,584
0.01% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
17,050
shares
|
$476,718
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$475,571
0.32% of portfolio
|
Q1 2023
Added 4.52%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
16,927
shares
|
$473,278
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
16,899
shares
|
$472,496
0.14% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
16,827
shares
|
$470,482
0.0% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
16,756
shares
|
$468,497
0.05% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,650
shares
|
$465,534
0.04% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
16,561
shares
|
$463,045
0.0% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
16,502
shares
|
$461,395
0.35% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,445
shares
|
$459,802
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
16,172
shares
|
$452,169
0.03% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
15,942
shares
|
$445,738
0.36% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
15,508
shares
|
$433,603
0.2% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
15,270
shares
|
$426,949
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
15,095
shares
|
$422,056
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
14,757
shares
|
$412,605
0.13% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
14,629
shares
|
$409,026
0.05% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
14,360
shares
|
$401,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
14,338
shares
|
$400,890
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
14,277
shares
|
$399,184
0.24% of portfolio
|
Q4 2024
New holding
|