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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
62,700
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 84.96%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
59,347
shares
|
$1.83 Million
0.98% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
59,012
shares
|
$1.82 Million
0.07% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
58,601
shares
|
$1.81 Million
0.35% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
57,249
shares
|
$1.77 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
56,933
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
56,254
shares
|
$1.74 Million
0.78% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
55,765
shares
|
$1.72 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
55,284
shares
|
$1.71 Million
0.24% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
53,653
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 209.77%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
53,479
shares
|
$1.65 Million
0.54% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
52,805
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Added 116.73%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
52,034
shares
|
$1.61 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
51,834
shares
|
$1.6 Million
1.31% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
51,741
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
51,699
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
50,615
shares
|
$1.56 Million
0.82% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
50,512
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
47,618
shares
|
$1.47 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
47,295
shares
|
$1.46 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
45,829
shares
|
$1.41 Million
0.57% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
44,856
shares
|
$1.38 Million
0.95% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.37 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
44,038
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
43,978
shares
|
$1.36 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.48%
|