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 |
|---|---|---|---|---|---|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
262,981
shares
|
$7.99 Million
5.35% of portfolio
|
Q2 2024
Added 5.83%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
258,767
shares
|
$7.87 Million
4.11% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
258,282
shares
|
$7.85 Million
0.11% of portfolio
|
Q2 2024
Added 13.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
256,615
shares
|
$7.8 Million
0.01% of portfolio
|
Q2 2024
Added 6.06%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
254,979
shares
|
$7.75 Million
1.07% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Aug 07, 2024 Q2 2024 |
254,299
shares
|
$7.73 Million
3.92% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
250,089
shares
|
$7.6 Million
2.97% of portfolio
|
Q2 2024
Reduced 43.08%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
246,956
shares
|
$7.51 Million
2.8% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
239,399
shares
|
$7.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
230,407
shares
|
$7 Million
2.13% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
213,193
shares
|
$6.48 Million
0.0% of portfolio
|
Q2 2024
Added 11.6%
|
|
|
Advisory Services & Investments, LLC
|
Aug 06, 2024 Q2 2024 |
212,364
shares
|
$6.46 Million
4.68% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
207,687
shares
|
$6.31 Million
2.39% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
202,255
shares
|
$6.15 Million
0.07% of portfolio
|
Q2 2024
Added 71.82%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
195,126
shares
|
$5.93 Million
2.28% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
192,876
shares
|
$5.86 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
185,606
shares
|
$5.64 Million
1.21% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
185,159
shares
|
$5.63 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
180,081
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2024
Added 48.69%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
175,498
shares
|
$5.34 Million
1.67% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
173,983
shares
|
$5.29 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
173,919
shares
|
$5.29 Million
0.42% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.27 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
161,005
shares
|
$4.89 Million
0.94% of portfolio
|
Q2 2024
Reduced 29.27%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
148,899
shares
|
$4.53 Million
2.97% of portfolio
|
Q2 2024
New holding
|