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 |
|---|---|---|---|---|---|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
39,513
shares
|
$1.2 Million
1.12% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
38,819
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2024
Added 183.56%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
37,140
shares
|
$1.13 Million
0.71% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35,130
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
35,014
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 29.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
35,003
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
34,021
shares
|
$1.03 Million
0.87% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,901
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
33,449
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
33,209
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Jul 30, 2024 Q2 2024 |
32,650
shares
|
$992,560
0.39% of portfolio
|
Q2 2024
Added 100.37%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
32,210
shares
|
$979,184
0.88% of portfolio
|
Q3 2024
Added 114.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
31,121
shares
|
$946,078
0.64% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
31,114
shares
|
$945,865
0.39% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
31,080
shares
|
$944,832
0.19% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
30,748
shares
|
$934,739
0.41% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
29,963
shares
|
$910,875
0.57% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$894,216
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
28,863
shares
|
$877,435
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
28,321
shares
|
$860,958
0.19% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
27,275
shares
|
$829,160
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$820,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
25,577
shares
|
$777,540
0.01% of portfolio
|
Q2 2024
Added 91.69%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
25,407
shares
|
$772,372
0.4% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,392
shares
|
$771,916
0.0% of portfolio
|
Q2 2024
New holding
|