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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
10,192
shares
|
$0
0.22% of portfolio
|
Q1 2023
Added 302.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$0
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
9,937
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,616
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 33.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,442
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 45.31%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
9,031
shares
|
$0
0.3% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
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 |
Jul 28, 2025 Q2 2025 |
8,142
shares
|
$0
0.2% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
8,060
shares
|
$0
0.11% of portfolio
|
Q2 2025
Added 68.62%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
7,473
shares
|
$0
0.1% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,408
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.32%
|
|
|
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
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
6,977
shares
|
$0
0.0% 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 |
Aug 11, 2025 Q2 2025 |
6,733
shares
|
$0
0.17% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,914
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,503
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 31.63%
|
|
|
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%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
5,122
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,724
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
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%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
4,545
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.43%
|