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 297 institutions that hold shares in the stock, with a total of 72.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
Apr 09, 2024 Q1 2024 |
8,205,327
shares
|
$236 Million
3.65% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
4,663,997
shares
|
$134 Million
5.49% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
2,826,132
shares
|
$81.3 Million
0.98% of portfolio
|
Q1 2024
Added 25.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
2,667,181
shares
|
$76.8 Million
0.95% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
2,209,840
shares
|
$63.6 Million
0.1% of portfolio
|
Q1 2024
Added 14.81%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
2,156,841
shares
|
$62.1 Million
0.99% of portfolio
|
Q1 2024
Added 14.24%
|
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,935,074
shares
|
$55.7 Million
2.03% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
1,411,588
shares
|
$40.6 Million
2.4% of portfolio
|
Q1 2024
Added 8.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
1,239,206
shares
|
$35.7 Million
6.46% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
1,215,861
shares
|
$35 Million
0.42% of portfolio
|
Q1 2024
Added 88.65%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Apr 29, 2024 Q1 2024 |
1,087,459
shares
|
$31.3 Million
4.88% of portfolio
|
Q4 2023
Added 10.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,076,334
shares
|
$31 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
1,007,701
shares
|
$29 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
909,562
shares
|
$26.2 Million
0.0% of portfolio
|
Q1 2024
Added 161.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
859,791
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2024
Added 8.35%
|
|
|
Stordahl Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
822,120
shares
|
$23.7 Million
6.2% of portfolio
|
Q1 2024
Added 3.3%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
797,625
shares
|
$23 Million
0.04% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Jackson Thornton Asset Management, LLC
|
May 15, 2024 Q1 2024 |
784,826
shares
|
$22.6 Million
4.03% of portfolio
|
Q1 2024
Added 2.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
771,493
shares
|
$22.2 Million
1.06% of portfolio
|
Q3 2022
Added 46.27%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Jun 13, 2024 Q1 2024 |
754,931
shares
|
$21.7 Million
3.74% of portfolio
|
Q1 2024
Added 8.26%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
740,640
shares
|
$21.3 Million
1.03% of portfolio
|
Q1 2024
Added 18.43%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 29, 2024 Q1 2024 |
728,659
shares
|
$21 Million
10.34% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
723,930
shares
|
$20.8 Million
0.83% of portfolio
|
Q1 2024
Added 36.44%
|
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
691,227
shares
|
$19.9 Million
0.6% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Apr 17, 2024 Q1 2024 |
667,071
shares
|
$19.2 Million
8.58% of portfolio
|
Q1 2024
Added 1.78%
|
|