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 330 institutions that hold shares in the stock, with a total of 87.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
777,019
shares
|
$23.6 Million
3.6% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
771,493
shares
|
$23.5 Million
1.06% of portfolio
|
Q3 2022
Added 46.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,553
shares
|
$23 Million
0.03% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
735,592
shares
|
$22.4 Million
10.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
720,794
shares
|
$21.9 Million
8.41% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
708,182
shares
|
$21.5 Million
0.01% of portfolio
|
Q2 2024
Added 16.21%
|
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
673,162
shares
|
$20.5 Million
0.56% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jul 31, 2024 Q2 2024 |
666,021
shares
|
$20.2 Million
8.01% of portfolio
|
Q2 2024
Added 14.03%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
663,779
shares
|
$20.2 Million
5.94% of portfolio
|
Q2 2024
Added 13.3%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
649,172
shares
|
$19.7 Million
6.7% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
632,446
shares
|
$19.2 Million
11.39% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
628,745
shares
|
$19.1 Million
5.87% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
616,665
shares
|
$18.7 Million
0.01% of portfolio
|
Q2 2024
Added 13.98%
|
|
|
Jentner Corp
|
Aug 14, 2024 Q2 2024 |
615,013
shares
|
$18.7 Million
7.66% of portfolio
|
Q2 2024
Added 10.16%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Aug 09, 2024 Q2 2024 |
599,092
shares
|
$18.2 Million
8.46% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
588,945
shares
|
$17.9 Million
1.15% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
568,749
shares
|
$17.3 Million
1.64% of portfolio
|
Q4 2023
Added 12.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
564,427
shares
|
$17.2 Million
0.04% of portfolio
|
Q3 2024
Added 31.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
524,623
shares
|
$15.9 Million
0.43% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
524,608
shares
|
$15.9 Million
0.04% of portfolio
|
Q2 2024
Added 13.98%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
522,845
shares
|
$15.9 Million
4.5% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
514,683
shares
|
$15.6 Million
0.11% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
504,204
shares
|
$15.3 Million
0.65% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
491,622
shares
|
$14.9 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
487,139
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2024
Added 7.07%
|