Institutional Ownership Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 95.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
8,205,327
shares
|
$265 Million
3.73% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,569,643
shares
|
$212 Million
1.72% of portfolio
|
Q3 2024
Added 41.46%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,202,502
shares
|
$168 Million
5.67% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,430,117
shares
|
$111 Million
0.15% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,969,970
shares
|
$95.8 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,694,212
shares
|
$86.9 Million
0.37% of portfolio
|
Q3 2024
Added 159.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,565,849
shares
|
$82.7 Million
1.01% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,340,458
shares
|
$75.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,030,518
shares
|
$65.5 Million
1.91% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,809,486
shares
|
$58.4 Million
3.04% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,654,391
shares
|
$53.4 Million
12.24% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,513,720
shares
|
$48.8 Million
0.31% of portfolio
|
Q3 2024
Added 49.63%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$47.8 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,351,222
shares
|
$43.6 Million
0.0% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,243,434
shares
|
$40.1 Million
6.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,207,655
shares
|
$38.9 Million
3.86% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,133,699
shares
|
$36.6 Million
5.59% of portfolio
|
Q3 2024
Added 42.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,076,334
shares
|
$34.7 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,035,740
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
997,846
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
978,719
shares
|
$31.6 Million
1.11% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
966,045
shares
|
$31.2 Million
0.2% of portfolio
|
Q3 2024
Added 87.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
964,659
shares
|
$31.1 Million
1.22% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
838,747
shares
|
$27 Million
0.04% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
833,023
shares
|
$26.9 Million
6.06% of portfolio
|
Q3 2024
Added 0.24%
|