Institutional Ownership Dimensional ETF Tr Dimensional (DFSB)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSB). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 7.11 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
2,098,846
shares
|
$0
16.79% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,455,542
shares
|
$0
2.9% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
453,561
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
376,440
shares
|
$0
3.98% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
334,101
shares
|
$0
9.2% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
196,625
shares
|
$0
2.84% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
190,988
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
158,678
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
157,566
shares
|
$0
5.34% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
142,320
shares
|
$0
3.96% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
128,462
shares
|
$0
3.29% of portfolio
|
Q2 2025
Added 43.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
104,854
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
86,640
shares
|
$0
3.3% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
85,659
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
83,531
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
76,109
shares
|
$0
2.53% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
53,802
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
52,613
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
48,932
shares
|
$0
0.54% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
43,206
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 771.44%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,919
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 371.87%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
36,406
shares
|
$0
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
36,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
33,096
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 164.18%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,362
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|