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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
682
shares
|
$21,046
0.0% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
680
shares
|
$20,984
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
632
shares
|
$19,503
0.0% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
615
shares
|
$18,978
0.01% of portfolio
|
Q1 2025
Reduced 86.49%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
607
shares
|
$18,732
0.0% of portfolio
|
Q1 2025
Reduced 99.67%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
532
shares
|
$16,417
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
500
shares
|
$15,430
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
436
shares
|
$13,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
410
shares
|
$12,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
400
shares
|
$12,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
395
shares
|
$12,189
0.0% of portfolio
|
Q1 2025
Added 163.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
372
shares
|
$11,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
368
shares
|
$11,356
0.0% of portfolio
|
Q4 2024
Reduced 87.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
368
shares
|
$11,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
217
shares
|
$6,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
198
shares
|
$6,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
155
shares
|
$4,783
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
138
shares
|
$4,258
0.0% of portfolio
|
Q1 2024
Reduced 35.81%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,086
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$3,086
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
60
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
34
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
34
shares
|
$1,049
0.58% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3
shares
|
$92
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$92
0.0% of portfolio
|
Q4 2023
New holding
|