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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
73,516
shares
|
$2.34 Million
0.76% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
72,521
shares
|
$2.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
72,261
shares
|
$2.3 Million
0.54% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
70,138
shares
|
$2.23 Million
0.16% of portfolio
|
Q4 2024
Added 250.6%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
70,101
shares
|
$2.23 Million
0.23% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
69,275
shares
|
$2.2 Million
0.5% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
68,855
shares
|
$2.19 Million
0.08% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
68,237
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
63,485
shares
|
$2.02 Million
0.43% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
63,426
shares
|
$2.02 Million
1.32% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
63,421
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 555.72%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
62,562
shares
|
$1.99 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
60,945
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
59,634
shares
|
$1.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
58,232
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
58,165
shares
|
$1.85 Million
0.42% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
57,953
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
55,897
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
55,495
shares
|
$1.77 Million
0.5% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
51,597
shares
|
$1.64 Million
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
51,450
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
50,633
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 123.64%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
50,184
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
47,466
shares
|
$1.51 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
47,084
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 25.45%
|