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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
110,630
shares
|
$3.52 Million
0.7% of portfolio
|
Q4 2024
Added 37.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
106,520
shares
|
$3.39 Million
0.45% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
96,887
shares
|
$3.08 Million
1.99% of portfolio
|
Q4 2024
Added 24.19%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
94,109
shares
|
$2.99 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
93,285
shares
|
$2.97 Million
0.97% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
92,745
shares
|
$2.95 Million
2.32% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
90,722
shares
|
$2.89 Million
0.78% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
88,970
shares
|
$2.83 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
88,822
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.82 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
87,581
shares
|
$2.79 Million
0.59% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
86,892
shares
|
$2.76 Million
1.87% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
84,370
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
81,944
shares
|
$2.61 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
81,292
shares
|
$2.59 Million
0.99% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
79,304
shares
|
$2.52 Million
0.48% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.52 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
79,023
shares
|
$2.51 Million
0.95% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
78,616
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
76,879
shares
|
$2.45 Million
2.03% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,830
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.38 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
74,691
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
74,664
shares
|
$2.38 Million
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
74,313
shares
|
$2.36 Million
1.44% of portfolio
|
Q4 2024
Added 1.88%
|