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 |
---|---|---|---|---|---|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.48 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
111,272
shares
|
$3.43 Million
0.46% of portfolio
|
Q1 2025
Added 0.11%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
107,009
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Added 7.1%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
106,607
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 53.28%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
106,485
shares
|
$3.29 Million
1.98% of portfolio
|
Q2 2025
Added 4.66%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
106,324
shares
|
$3.28 Million
0.6% of portfolio
|
Q2 2025
Added 12.77%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
104,865
shares
|
$3.24 Million
2.32% of portfolio
|
Q2 2025
Added 2.02%
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
103,113
shares
|
$3.18 Million
0.19% of portfolio
|
Q1 2025
Added 80.79%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
103,002
shares
|
$3.18 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
98,173
shares
|
$3.03 Million
0.38% of portfolio
|
Q1 2025
Reduced 59.42%
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
96,461
shares
|
$2.98 Million
2.19% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
96,082
shares
|
$2.97 Million
0.28% of portfolio
|
Q1 2025
Added 21.37%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
94,631
shares
|
$2.92 Million
1.03% of portfolio
|
Q2 2025
Added 13.19%
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
94,321
shares
|
$2.91 Million
1.87% of portfolio
|
Q1 2025
Added 58.99%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
93,775
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
92,825
shares
|
$2.86 Million
1.75% of portfolio
|
Q2 2025
Added 36.1%
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
92,765
shares
|
$2.86 Million
0.92% of portfolio
|
Q2 2025
Added 0.59%
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
91,450
shares
|
$2.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
90,003
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.74 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
87,676
shares
|
$2.71 Million
0.78% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
87,633
shares
|
$2.7 Million
1.52% of portfolio
|
Q1 2025
Added 5.49%
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
85,129
shares
|
$2.63 Million
0.92% of portfolio
|
Q2 2025
Added 396.47%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
84,462
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 51.43%
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
84,364
shares
|
$2.6 Million
1.72% of portfolio
|
Q2 2025
Added 1.91%
|