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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10,612
shares
|
$327,486
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
10,605
shares
|
$327,270
0.59% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,448
shares
|
$322,425
0.01% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,332
shares
|
$318,845
0.0% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,918
shares
|
$306,069
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$306,007
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,883
shares
|
$304,989
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
9,857
shares
|
$304,187
0.2% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,799
shares
|
$302,397
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
9,753
shares
|
$300,977
0.05% of portfolio
|
Q1 2025
Reduced 68.86%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,662
shares
|
$298,169
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
9,500
shares
|
$293,170
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
9,444
shares
|
$291,441
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
9,436
shares
|
$291,194
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,413
shares
|
$290,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
9,364
shares
|
$288,973
0.03% of portfolio
|
Q1 2025
Added 29.07%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
9,351
shares
|
$288,571
0.06% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
9,339
shares
|
$288,201
0.15% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,118
shares
|
$281,381
0.01% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
9,105
shares
|
$280,980
0.27% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
8,753
shares
|
$270,117
0.08% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,685
shares
|
$268,019
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
8,644
shares
|
$266,753
0.02% of portfolio
|
Q1 2025
Reduced 54.62%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
8,537
shares
|
$263,451
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
8,468
shares
|
$261,322
0.06% of portfolio
|
Q1 2025
Added 0.3%
|