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 402 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
823
shares
|
$25,595
0.0% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
788
shares
|
$24,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
719
shares
|
$22,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
680
shares
|
$21,148
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
555
shares
|
$17,260
0.0% of portfolio
|
Q4 2024
Added 98.21%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
516
shares
|
$16,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
436
shares
|
$13,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
410
shares
|
$12,751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
372
shares
|
$11,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
368
shares
|
$11,444
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
352
shares
|
$10,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
307
shares
|
$9,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
272
shares
|
$8,459
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
253
shares
|
$7,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
198
shares
|
$6,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
155
shares
|
$4,820
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
150
shares
|
$4,665
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
138
shares
|
$4,291
0.0% of portfolio
|
Q1 2024
Reduced 35.81%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
126
shares
|
$3,918
0.0% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$3,110
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,110
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
97
shares
|
$3,016
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
95
shares
|
$2,954
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3
shares
|
$93
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3
shares
|
$93
0.0% of portfolio
|
Q4 2023
New holding
|