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 |
|---|---|---|---|---|---|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
83,556
shares
|
$2.58 Million
1.34% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
82,905
shares
|
$2.56 Million
1.75% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
82,122
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
81,484
shares
|
$2.51 Million
0.04% of portfolio
|
Q1 2025
Added 65.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
78,316
shares
|
$2.42 Million
0.71% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
77,810
shares
|
$2.4 Million
0.85% of portfolio
|
Q1 2025
Added 382.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.31 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
74,376
shares
|
$2.3 Million
0.64% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
74,219
shares
|
$2.29 Million
0.8% of portfolio
|
Q1 2025
Reduced 69.8%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
73,912
shares
|
$2.28 Million
0.74% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
73,262
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
73,164
shares
|
$2.26 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
72,346
shares
|
$2.23 Million
0.08% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
71,356
shares
|
$2.2 Million
0.39% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
71,071
shares
|
$2.19 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
68,356
shares
|
$2.11 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
67,418
shares
|
$2.08 Million
0.18% of portfolio
|
Q1 2025
Added 109.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
67,118
shares
|
$2.07 Million
0.72% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
64,648
shares
|
$2 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
64,589
shares
|
$1.99 Million
0.92% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
63,935
shares
|
$1.97 Million
0.25% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
63,932
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 83.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,475
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
62,818
shares
|
$1.94 Million
0.55% of portfolio
|
Q1 2025
Added 3.65%
|