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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,522
shares
|
$0
0.11% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
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 |
Jul 30, 2025 Q2 2025 |
4,075
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
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%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
3,902
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
3,160
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6483.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 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 |
Aug 13, 2025 Q2 2025 |
2,506
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,293
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,845
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
946
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 31.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 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 |
Jul 31, 2025 Q2 2025 |
659
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
484
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
299
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 58.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
61
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|