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 |
|---|---|---|---|---|---|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
157,053
shares
|
$4.85 Million
0.87% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
154,911
shares
|
$4.78 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
153,604
shares
|
$4.74 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
153,215
shares
|
$4.73 Million
2.17% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
152,343
shares
|
$4.7 Million
2.85% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
143,039
shares
|
$4.41 Million
1.43% of portfolio
|
Q2 2025
Added 110.37%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
142,606
shares
|
$4.4 Million
1.7% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
140,699
shares
|
$4.34 Million
2.95% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
139,641
shares
|
$4.31 Million
2.85% of portfolio
|
Q1 2025
Added 32.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
136,797
shares
|
$4.22 Million
1.2% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
133,812
shares
|
$4.13 Million
0.69% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
130,265
shares
|
$4.02 Million
0.4% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$4.02 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
127,466
shares
|
$3.93 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
127,289
shares
|
$3.93 Million
0.99% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
126,913
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
126,274
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
123,604
shares
|
$3.81 Million
1.68% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
120,047
shares
|
$3.7 Million
0.82% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
120,008
shares
|
$3.7 Million
0.85% of portfolio
|
Q2 2025
Added 229.0%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
116,880
shares
|
$3.61 Million
2.97% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
116,786
shares
|
$3.6 Million
2.55% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
113,868
shares
|
$3.51 Million
0.72% of portfolio
|
Q2 2025
Added 28.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
113,336
shares
|
$3.5 Million
0.09% of portfolio
|
Q1 2025
Added 140.71%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
112,752
shares
|
$3.48 Million
0.93% of portfolio
|
Q2 2025
Reduced 7.27%
|