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 |
|---|---|---|---|---|---|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
141,533
shares
|
$4.3 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
136,888
shares
|
$4.16 Million
0.89% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$3.96 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
127,916
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
120,435
shares
|
$3.66 Million
0.63% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
119,349
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
119,062
shares
|
$3.62 Million
0.14% of portfolio
|
Q3 2024
Added 103.51%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
119,008
shares
|
$3.62 Million
0.84% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
114,988
shares
|
$3.5 Million
1.24% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
113,139
shares
|
$3.44 Million
0.09% of portfolio
|
Q2 2024
Added 111.51%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 01, 2024 Q2 2024 |
112,981
shares
|
$3.43 Million
2.41% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.42 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
110,756
shares
|
$3.37 Million
0.38% of portfolio
|
Q2 2024
Added 153.42%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
103,352
shares
|
$3.14 Million
0.91% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Aug 07, 2024 Q2 2024 |
99,834
shares
|
$3.03 Million
2.27% of portfolio
|
Q2 2024
Added 11.54%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
96,279
shares
|
$2.93 Million
0.61% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
93,285
shares
|
$2.84 Million
0.97% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
92,623
shares
|
$2.82 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
90,574
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
90,164
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
89,583
shares
|
$2.72 Million
0.64% of portfolio
|
Q2 2024
Reduced 25.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
88,934
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.7 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
86,892
shares
|
$2.64 Million
1.87% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
85,485
shares
|
$2.6 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.8%
|