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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
26,248
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
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%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
23,901
shares
|
$0
0.6% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
23,726
shares
|
$0
0.15% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
19,858
shares
|
$0
0.38% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
17,920
shares
|
$0
0.41% of portfolio
|
Q2 2025
Added 179100.0%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,730
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 68.09%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
17,649
shares
|
$0
0.68% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
17,149
shares
|
$0
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
16,093
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 28.62%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
14,204
shares
|
$0
0.08% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
14,131
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
13,212
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
12,616
shares
|
$0
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
12,616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
12,470
shares
|
$0
0.19% of portfolio
|
Q2 2025
Added 39.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,821
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11,387
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
11,280
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
11,135
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,752
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,654
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
10,611
shares
|
$0
0.29% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,581
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
10,237
shares
|
$0
0.15% of portfolio
|
Q2 2025
Added 127.09%
|