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 101 institutions that hold shares in the stock, with a total of 7.17 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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
175,533
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
174,506
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
147,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
146,053
shares
|
$0
5.32% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
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 |
May 14, 2025 Q1 2025 |
127,472
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
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 |
Apr 23, 2025 Q1 2025 |
65,863
shares
|
$0
2.5% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
63,105
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
55,556
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
47,329
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
40,428
shares
|
$0
0.51% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
30,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,066
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
30,004
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
24,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.93%
|