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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
85,394
shares
|
$2.6 Million
0.72% of portfolio
|
Q3 2024
Added 58.42%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
84,858
shares
|
$2.58 Million
0.59% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
84,607
shares
|
$2.57 Million
2.6% of portfolio
|
Q2 2024
New holding
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
82,923
shares
|
$2.52 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
82,396
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2024
Added 90.77%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
80,647
shares
|
$2.45 Million
0.6% of portfolio
|
Q3 2024
Added 18.43%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
78,616
shares
|
$2.39 Million
0.24% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
78,367
shares
|
$2.38 Million
0.5% of portfolio
|
Q2 2024
Added 17.54%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
78,013
shares
|
$2.37 Million
1.59% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
77,457
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2024
Added 30.45%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
75,775
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
74,983
shares
|
$2.28 Million
0.73% of portfolio
|
Q2 2024
Added 71.88%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.27 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
74,664
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jul 30, 2024 Q2 2024 |
73,461
shares
|
$2.23 Million
1.54% of portfolio
|
Q2 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
72,261
shares
|
$2.2 Million
0.53% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
70,922
shares
|
$2.16 Million
0.9% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
70,101
shares
|
$2.13 Million
0.23% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
68,303
shares
|
$2.08 Million
1.7% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
67,900
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2024
Added 68.91%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
67,877
shares
|
$2.06 Million
0.74% of portfolio
|
Q2 2024
Added 10.49%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
64,472
shares
|
$1.96 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
63,426
shares
|
$1.93 Million
1.32% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
63,421
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Added 555.72%
|