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 72 institutions that hold shares in the stock, with a total of 3.95 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 |
Jan 16, 2025 Q4 2024 |
2,079,367
shares
|
$0
15.82% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
397,349
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
235,615
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
136,344
shares
|
$0
5.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
119,867
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
103,301
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
89,281
shares
|
$0
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
67,658
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
67,277
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
55,501
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,337
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 179.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
40,658
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
38,913
shares
|
$0
0.49% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
30,028
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
29,951
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
23,280
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 147.4%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
23,015
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
22,536
shares
|
$0
0.15% of portfolio
|
Q4 2024
Added 341.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
21,862
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
18,634
shares
|
$0
0.12% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
17,154
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,819
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
16,093
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 28.62%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,596
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 270.08%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,554
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.27%
|