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 330 institutions that hold shares in the stock, with a total of 87.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$248,155
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
8,061
shares
|
$245,054
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
7,952
shares
|
$241,740
0.19% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 24, 2024 Q2 2024 |
7,793
shares
|
$236,907
0.09% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
7,560
shares
|
$229,824
0.13% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,526
shares
|
$228,790
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,348
shares
|
$223,379
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
7,096
shares
|
$215,718
0.14% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
6,789
shares
|
$206,385
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
6,747
shares
|
$205,108
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
6,660
shares
|
$202,464
0.1% of portfolio
|
Q3 2024
Reduced 70.7%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
6,587
shares
|
$200,244
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
5,618
shares
|
$170,787
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
4,046
shares
|
$122,998
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
3,226
shares
|
$98,070
0.01% of portfolio
|
Q2 2024
Added 44.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,676
shares
|
$81,350
0.08% of portfolio
|
Q3 2024
Reduced 77.68%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
2,318
shares
|
$70,467
0.11% of portfolio
|
Q2 2024
Reduced 36.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
2,250
shares
|
$68,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,034
shares
|
$61,833
0.03% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,884
shares
|
$57,273
0.0% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,734
shares
|
$52,713
0.02% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,429
shares
|
$43,441
0.01% of portfolio
|
Q1 2023
Added 58.25%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,384
shares
|
$42,073
0.0% of portfolio
|
Q2 2024
Added 32.19%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$33,896
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,013
shares
|
$30,795
0.0% of portfolio
|
Q2 2024
Reduced 0.49%
|