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 |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
4,437
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
4,274
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,264
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
4,086
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
3,960
shares
|
$0
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,955
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
3,160
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6483.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,085
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,682
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 37.05%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2,506
shares
|
$0
0.1% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,308
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,845
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
946
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 31.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
907
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 30.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
849
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
815
shares
|
$0
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
658
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.89%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
562
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
497
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
299
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 58.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
61
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
10
shares
|
$0
0.44% of portfolio
|
Q1 2025
Reduced 99.94%
|