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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
987
shares
|
$30,004
0.01% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
912
shares
|
$27,724
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
905
shares
|
$27,512
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
900
shares
|
$27,360
0.01% of portfolio
|
Q2 2024
Reduced 39.88%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
895
shares
|
$27,208
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
857
shares
|
$26,052
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
680
shares
|
$20,672
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
597
shares
|
$18,148
0.0% of portfolio
|
Q2 2024
Added 73.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
436
shares
|
$13,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
410
shares
|
$12,464
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
385
shares
|
$11,704
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
372
shares
|
$11,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
368
shares
|
$11,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
368
shares
|
$11,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
272
shares
|
$8,268
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
235
shares
|
$7,144
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
198
shares
|
$6,019
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
155
shares
|
$4,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$4,560
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
138
shares
|
$4,195
0.0% of portfolio
|
Q1 2024
Reduced 35.81%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
126
shares
|
$3,830
0.0% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
100
shares
|
$3,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$3,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
97
shares
|
$2,948
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
75
shares
|
$2,280
0.0% of portfolio
|
Q3 2024
Added 36.36%
|