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 354 institutions that hold shares in the stock, with a total of 96.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.52 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
165,149
shares
|
$5.26 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
162,230
shares
|
$5.16 Million
0.55% of portfolio
|
Q3 2024
Added 46.48%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
157,769
shares
|
$5.02 Million
0.99% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
151,805
shares
|
$4.83 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
148,899
shares
|
$4.74 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
141,533
shares
|
$4.5 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
141,266
shares
|
$4.5 Million
1.16% of portfolio
|
Q3 2024
Added 88.4%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$4.14 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
129,432
shares
|
$4.12 Million
0.91% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
129,246
shares
|
$4.11 Million
0.1% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
128,972
shares
|
$4.1 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
128,129
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2024
Added 41.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
127,916
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
127,626
shares
|
$4.06 Million
0.77% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
119,340
shares
|
$3.8 Million
2.02% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
119,062
shares
|
$3.79 Million
0.14% of portfolio
|
Q3 2024
Added 103.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
118,256
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
114,988
shares
|
$3.66 Million
1.24% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
114,814
shares
|
$3.65 Million
2.91% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
114,802
shares
|
$3.65 Million
3.33% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
113,578
shares
|
$3.61 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.58 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
112,180
shares
|
$3.57 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
111,811
shares
|
$3.56 Million
2.5% of portfolio
|
Q4 2024
New holding
|