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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
485,162
shares
|
$14.7 Million
5.9% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
475,787
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2024
Added 30.28%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
459,362
shares
|
$14 Million
6.08% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
455,290
shares
|
$13.8 Million
7.0% of portfolio
|
Q3 2024
Added 31.19%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
421,499
shares
|
$12.8 Million
3.43% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
402,658
shares
|
$12.2 Million
0.92% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
402,274
shares
|
$12.2 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
398,290
shares
|
$12.1 Million
6.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
392,390
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2024
Added 4.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
385,831
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
382,053
shares
|
$11.6 Million
2.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
359,168
shares
|
$10.9 Million
8.25% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
355,041
shares
|
$10.8 Million
1.81% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
352,954
shares
|
$10.7 Million
6.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
318,545
shares
|
$9.68 Million
1.07% of portfolio
|
Q2 2024
Added 29.46%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
316,193
shares
|
$9.61 Million
0.78% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
316,062
shares
|
$9.61 Million
0.27% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
306,978
shares
|
$9.33 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
301,298
shares
|
$9.16 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
291,018
shares
|
$8.85 Million
2.39% of portfolio
|
Q2 2024
Added 15.74%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
280,231
shares
|
$8.52 Million
4.79% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
280,195
shares
|
$8.52 Million
5.56% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
278,369
shares
|
$8.46 Million
1.77% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
269,924
shares
|
$8.21 Million
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
267,399
shares
|
$8.13 Million
0.65% of portfolio
|
Q3 2024
Added 5.8%
|