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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
9,937
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
9,031
shares
|
$0
0.3% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
8,909
shares
|
$0
0.15% of portfolio
|
Q1 2025
Added 79.65%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
8,241
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
8,239
shares
|
$0
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,049
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,824
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,408
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.32%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
7,285
shares
|
$0
0.11% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,083
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
7,053
shares
|
$0
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,765
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
6,725
shares
|
$0
0.18% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,498
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.56%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,277
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,178
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
5,039
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,958
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
4,780
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,661
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,657
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
4,647
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
4,508
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|