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 317 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
58,504
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2024
Added 3.52%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
57,077
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2024
Added 44.13%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
56,471
shares
|
$1.69 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
55,678
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2024
Added 91.43%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
55,198
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2024
Added 33.85%
|
|
Level Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
54,705
shares
|
$1.64 Million
0.72% of portfolio
|
Q2 2024
Added 51.92%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
54,508
shares
|
$1.63 Million
0.48% of portfolio
|
Q2 2024
Added 6.55%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
53,905
shares
|
$1.61 Million
0.46% of portfolio
|
Q2 2024
Added 7.21%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
53,750
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2024
Added 346.58%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
47,245
shares
|
$1.41 Million
0.21% of portfolio
|
Q2 2024
Added 0.04%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
46,178
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2024
Added 3.42%
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
46,003
shares
|
$1.38 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Liberty Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
45,612
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2024
Added 0.27%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
45,085
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2024
Added 57.21%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.32 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
44,010
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 69.52%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
42,049
shares
|
$1.26 Million
0.32% of portfolio
|
Q2 2024
Added 35.28%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
42,032
shares
|
$1.26 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
41,215
shares
|
$1.23 Million
0.87% of portfolio
|
Q4 2022
Added 119.85%
|
|
Schubert & CO
|
Aug 06, 2024 Q2 2024 |
40,805
shares
|
$1.22 Million
1.14% of portfolio
|
Q1 2024
Added 6.27%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
39,672
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
Hfg Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
38,975
shares
|
$1.17 Million
1.09% of portfolio
|
Q2 2024
Added 5.19%
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 24, 2024 Q2 2024 |
37,117
shares
|
$1.11 Million
0.75% of portfolio
|
Q2 2024
Added 0.25%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
35,014
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 29.38%
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
33,047
shares
|
$988,435
0.32% of portfolio
|
Q2 2024
Reduced 6.36%
|