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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
8,440
shares
|
$260,458
0.16% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,231
shares
|
$254,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$251,910
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,919
shares
|
$244,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
7,915
shares
|
$244,256
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,817
shares
|
$241,232
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
7,771
shares
|
$239,813
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,768
shares
|
$239,720
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
7,760
shares
|
$239,473
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
7,729
shares
|
$238,516
0.07% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
7,693
shares
|
$237,405
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
7,588
shares
|
$234,165
0.15% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
7,547
shares
|
$232,900
0.05% of portfolio
|
Q2 2025
Reduced 83.48%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,526
shares
|
$232,252
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,281
shares
|
$224,691
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
7,175
shares
|
$221,420
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,083
shares
|
$218,581
0.0% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,872
shares
|
$212,069
0.0% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,789
shares
|
$209,508
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,540
shares
|
$201,824
0.02% of portfolio
|
Q4 2024
Added 102.73%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,771
shares
|
$178,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
5,443
shares
|
$167,970
0.12% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
5,038
shares
|
$155,472
0.15% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,912
shares
|
$120,724
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
3,094
shares
|
$95,480
0.06% of portfolio
|
Q2 2025
Added 3.17%
|