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 |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
18,942
shares
|
$584,550
0.01% of portfolio
|
Q1 2025
Added 10.9%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
18,502
shares
|
$570,971
0.01% of portfolio
|
Q1 2025
Added 142.71%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
18,398
shares
|
$567,762
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
18,176
shares
|
$560,911
0.25% of portfolio
|
Q2 2025
Added 0.22%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
17,930
shares
|
$553,319
0.15% of portfolio
|
Q1 2025
New holding
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
17,885
shares
|
$551,931
0.0% of portfolio
|
Q1 2025
Added 7.99%
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
17,881
shares
|
$551,807
0.34% of portfolio
|
Q2 2025
New holding
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
17,448
shares
|
$538,445
0.28% of portfolio
|
Q1 2025
New holding
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
17,411
shares
|
$537,303
0.02% of portfolio
|
Q1 2025
Added 21.25%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,196
shares
|
$530,668
0.0% of portfolio
|
Q1 2025
Added 107.83%
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$524,897
0.32% of portfolio
|
Q1 2023
Added 4.52%
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
16,972
shares
|
$523,755
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
16,552
shares
|
$510,794
0.04% of portfolio
|
Q1 2025
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,215
shares
|
$500,394
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
16,014
shares
|
$494,192
0.18% of portfolio
|
Q2 2025
New holding
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
15,978
shares
|
$493,081
0.41% of portfolio
|
Q1 2025
Added 5.85%
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
15,777
shares
|
$486,878
0.04% of portfolio
|
Q1 2025
Added 23.77%
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
15,475
shares
|
$477,558
0.19% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,342
shares
|
$473,454
0.01% of portfolio
|
Q1 2025
Added 28.85%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
15,338
shares
|
$473,330
0.52% of portfolio
|
Q1 2025
Reduced 28.58%
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
15,270
shares
|
$471,232
0.2% of portfolio
|
Q4 2024
New holding
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,044
shares
|
$464,257
0.0% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
14,831
shares
|
$457,684
0.16% of portfolio
|
Q2 2025
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
14,380
shares
|
$443,766
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,372
shares
|
$443,519
0.01% of portfolio
|
Q1 2025
Added 59.53%
|