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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,989
shares
|
$92,240
0.0% of portfolio
|
Q1 2025
Reduced 90.61%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,848
shares
|
$87,889
0.0% of portfolio
|
Q1 2025
Reduced 78.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,756
shares
|
$85,050
0.0% of portfolio
|
Q1 2025
Reduced 28.91%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,704
shares
|
$83,445
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,529
shares
|
$78,044
0.02% of portfolio
|
Q1 2025
Added 97.73%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,250
shares
|
$69,435
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,034
shares
|
$62,769
0.03% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,951
shares
|
$60,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,734
shares
|
$53,511
0.02% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,690
shares
|
$52,153
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,681
shares
|
$51,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
1,667
shares
|
$51,443
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,493
shares
|
$46,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,429
shares
|
$44,098
0.01% of portfolio
|
Q1 2023
Added 58.25%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$34,408
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
1,110
shares
|
$34,254
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,048
shares
|
$32,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,021
shares
|
$31,508
0.0% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
987
shares
|
$30,458
0.01% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
950
shares
|
$29,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
915
shares
|
$28,236
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
912
shares
|
$28,144
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
900
shares
|
$27,774
0.0% of portfolio
|
Q2 2024
Reduced 39.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
823
shares
|
$25,397
0.0% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
754
shares
|
$23,268
0.01% of portfolio
|
Q1 2025
Added 4.87%
|