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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
31,181
shares
|
$992,179
0.19% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,000
shares
|
$986,420
0.1% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
29,847
shares
|
$949,731
0.21% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$935,985
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
29,256
shares
|
$930,925
0.61% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
28,863
shares
|
$918,420
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
28,194
shares
|
$897,133
0.29% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,798
shares
|
$884,532
0.0% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
27,496
shares
|
$874,922
0.58% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$858,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
26,526
shares
|
$844,057
0.51% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
26,365
shares
|
$838,934
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
25,523
shares
|
$812,141
0.44% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
25,407
shares
|
$808,450
0.4% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
25,212
shares
|
$802,245
0.24% of portfolio
|
Q3 2024
Added 58.47%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
23,251
shares
|
$739,846
0.24% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
23,109
shares
|
$735,328
0.34% of portfolio
|
Q3 2024
Added 118.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,741
shares
|
$723,618
0.03% of portfolio
|
Q3 2024
Added 79.37%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
22,638
shares
|
$720,341
0.16% of portfolio
|
Q3 2024
Reduced 25.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,418
shares
|
$713,340
0.0% of portfolio
|
Q3 2024
Added 118.22%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,391
shares
|
$712,481
0.13% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
22,360
shares
|
$711,495
0.08% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
22,250
shares
|
$707,995
0.07% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
21,933
shares
|
$697,908
0.34% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
21,894
shares
|
$696,667
0.27% of portfolio
|
Q4 2024
Reduced 28.8%
|