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 |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,331
shares
|
$442,254
0.41% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
14,277
shares
|
$440,588
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
14,153
shares
|
$436,761
0.12% of portfolio
|
Q2 2025
Reduced 32.21%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
14,087
shares
|
$434,724
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,953
shares
|
$430,589
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,912
shares
|
$429,324
0.01% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,761
shares
|
$424,664
0.01% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,500
shares
|
$416,610
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,387
shares
|
$413,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
13,224
shares
|
$408,092
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
12,744
shares
|
$393,279
0.15% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,431
shares
|
$383,620
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
12,336
shares
|
$380,688
0.14% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12,076
shares
|
$372,665
0.0% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
12,040
shares
|
$371,554
0.07% of portfolio
|
Q1 2025
Reduced 36.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,872
shares
|
$366,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
11,725
shares
|
$361,833
0.26% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,692
shares
|
$360,815
0.2% of portfolio
|
Q2 2025
Reduced 39.63%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
11,658
shares
|
$359,765
0.1% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
11,612
shares
|
$358,346
0.33% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,412
shares
|
$352,174
0.18% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,232
shares
|
$346,619
0.03% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,859
shares
|
$335,108
0.05% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
10,800
shares
|
$333,288
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
10,701
shares
|
$330,232
0.08% of portfolio
|
Q2 2025
New holding
|