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 317 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carson Allaria Wealth Management, Ltd.
|
Jul 22, 2024 Q2 2024 |
19,682
shares
|
$588,688
0.35% of portfolio
|
Q2 2024
Added 0.5%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
19,429
shares
|
$581,121
0.07% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
19,359
shares
|
$579,027
0.06% of portfolio
|
Q1 2024
Added 10.28%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
19,335
shares
|
$578,309
0.06% of portfolio
|
Q2 2024
Added 0.26%
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
19,242
shares
|
$575,528
0.33% of portfolio
|
Q2 2024
Added 18.91%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
18,658
shares
|
$558,060
0.03% of portfolio
|
Q2 2024
Added 11.45%
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 07, 2024 Q2 2024 |
18,438
shares
|
$551,480
0.22% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
18,254
shares
|
$545,977
0.01% of portfolio
|
Q2 2024
Added 0.09%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
17,985
shares
|
$537,931
0.35% of portfolio
|
Q2 2024
Added 30.39%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
17,833
shares
|
$533,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
17,155
shares
|
$513,106
0.38% of portfolio
|
Q2 2024
Added 62.08%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
17,053
shares
|
$510,055
0.26% of portfolio
|
Q2 2024
Added 12.54%
|
|
Compass Ion Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
17,050
shares
|
$509,965
0.07% of portfolio
|
Q1 2024
New holding
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$508,739
0.32% of portfolio
|
Q1 2023
Added 4.52%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
16,845
shares
|
$503,833
0.03% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Aug 13, 2024 Q2 2024 |
16,678
shares
|
$498,838
0.18% of portfolio
|
Q2 2024
Added 4.56%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
16,314
shares
|
$487,951
0.06% of portfolio
|
Q4 2023
Reduced 17.83%
|
|
Shearwater Capital LLC
|
Jul 10, 2024 Q2 2024 |
16,225
shares
|
$485,289
0.34% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Kraft Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
16,132
shares
|
$482,508
0.41% of portfolio
|
Q2 2024
Reduced 35.16%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
15,911
shares
|
$475,898
0.25% of portfolio
|
Q2 2024
New holding
|
|
Capital Performance Advisors LLP
|
Aug 01, 2024 Q2 2024 |
15,910
shares
|
$475,868
0.18% of portfolio
|
Q2 2024
Added 16.15%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
15,866
shares
|
$474,552
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
15,749
shares
|
$471,052
0.0% of portfolio
|
Q2 2024
Added 38.84%
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 14, 2024 Q2 2024 |
15,706
shares
|
$469,766
0.2% of portfolio
|
Q2 2024
Reduced 16.55%
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
15,500
shares
|
$463,605
0.2% of portfolio
|
Q2 2024
Added 22.41%
|