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 50 institutions that hold shares in the stock, with a total of 2.95 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 |
Apr 10, 2024 Q1 2024 |
1,795,323
shares
|
$0
15.59% of portfolio
|
Q1 2024
Reduced 23.19%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
203,688
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.87%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
200,000
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 26, 2024 Q1 2024 |
170,928
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 54.44%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
78,840
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.35%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
53,258
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 12.39%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
48,812
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
44,054
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
39,585
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 222.93%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
26,510
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 220.25%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
21,062
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
Rw Investment Management LLC
Eagle, ID |
May 15, 2024 Q1 2024 |
20,056
shares
|
$0
0.14% of portfolio
|
Q4 2023
Reduced 28.99%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
16,093
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 28.62%
|
|
Better Wealth, LLC
|
Apr 19, 2024 Q1 2024 |
15,993
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5.48%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
15,358
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
14,676
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
12,889
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
12,475
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.68%
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 29, 2024 Q1 2024 |
12,110
shares
|
$0
0.2% of portfolio
|
Q1 2024
Added 27.78%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
10,444
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 46.93%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
10,192
shares
|
$0
0.22% of portfolio
|
Q1 2023
Added 302.05%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Apr 16, 2024 Q1 2024 |
9,675
shares
|
$0
0.25% of portfolio
|
Q1 2024
Added 82.86%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
9,117
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
9,082
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 35.29%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
9,072
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 2.4%
|