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 454 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
261,861
shares
|
$8.08 Million
3.75% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
256,488
shares
|
$7.92 Million
0.57% of portfolio
|
Q2 2025
Added 1430.72%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
255,306
shares
|
$7.88 Million
1.39% of portfolio
|
Q2 2025
Added 25.55%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
232,928
shares
|
$7.19 Million
2.46% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
230,429
shares
|
$7.11 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
217,248
shares
|
$6.7 Million
0.03% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
215,124
shares
|
$6.64 Million
4.82% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
212,993
shares
|
$6.57 Million
0.07% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
210,853
shares
|
$6.51 Million
1.0% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
208,785
shares
|
$6.44 Million
2.8% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
207,616
shares
|
$6.41 Million
1.86% of portfolio
|
Q1 2025
Added 70.4%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
205,044
shares
|
$6.33 Million
1.57% of portfolio
|
Q2 2025
Added 52.93%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
198,503
shares
|
$6.13 Million
1.06% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
197,029
shares
|
$6.08 Million
0.62% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
196,818
shares
|
$6.07 Million
4.62% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
194,541
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Added 66.74%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
192,657
shares
|
$5.95 Million
3.88% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
175,498
shares
|
$5.42 Million
1.67% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
174,276
shares
|
$5.38 Million
2.74% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.35 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
173,346
shares
|
$5.35 Million
0.39% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
172,432
shares
|
$5.32 Million
1.54% of portfolio
|
Q2 2025
Added 23.93%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
162,139
shares
|
$5 Million
0.94% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
159,153
shares
|
$4.91 Million
0.11% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
158,368
shares
|
$4.89 Million
2.17% of portfolio
|
Q1 2025
Added 1613.94%
|