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 354 institutions that hold shares in the stock, with a total of 96.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,793
shares
|
$216,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,789
shares
|
$216,025
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
6,747
shares
|
$214,689
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
6,720
shares
|
$213,830
0.07% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
6,719
shares
|
$213,798
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
6,678
shares
|
$212,493
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,515
shares
|
$207,307
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
5,771
shares
|
$183,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
5,162
shares
|
$164,254
0.1% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,266
shares
|
$135,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,059
shares
|
$129,157
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,730
shares
|
$118,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,226
shares
|
$102,651
0.01% of portfolio
|
Q2 2024
Added 44.92%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,899
shares
|
$92,246
0.0% of portfolio
|
Q3 2024
Added 687.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
2,774
shares
|
$88,268
0.08% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
2,318
shares
|
$73,758
0.11% of portfolio
|
Q2 2024
Reduced 36.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$71,595
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,034
shares
|
$64,721
0.03% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,884
shares
|
$59,948
0.0% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,734
shares
|
$55,175
0.02% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$52,503
0.0% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,429
shares
|
$45,470
0.01% of portfolio
|
Q1 2023
Added 58.25%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$35,479
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,013
shares
|
$32,233
0.0% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,011
shares
|
$32,170
0.0% of portfolio
|
Q4 2024
Added 696.06%
|