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 437 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $3.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,378,924
shares
|
$262 Million
2.0% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
7,620,911
shares
|
$213 Million
2.99% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,816,865
shares
|
$162 Million
5.77% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,045,929
shares
|
$141 Million
0.24% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,010,439
shares
|
$140 Million
1.64% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,283,369
shares
|
$91.6 Million
0.41% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,936,778
shares
|
$82 Million
1.14% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,451,943
shares
|
$68.4 Million
2.1% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,122,497
shares
|
$59.2 Million
0.37% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,028,357
shares
|
$56.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,957,175
shares
|
$54.6 Million
3.53% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,783,473
shares
|
$49.8 Million
12.17% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$41.4 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,466,232
shares
|
$40.9 Million
0.02% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,367,282
shares
|
$38.2 Million
0.01% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,297,883
shares
|
$36.2 Million
3.9% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,283,027
shares
|
$35.8 Million
3.74% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,256,966
shares
|
$35.1 Million
1.35% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,252,915
shares
|
$35 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,238,452
shares
|
$34.6 Million
5.65% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,229,650
shares
|
$34.3 Million
0.98% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,178,593
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,076,334
shares
|
$30 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
988,399
shares
|
$27.6 Million
0.77% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
980,782
shares
|
$27.4 Million
0.45% of portfolio
|
Q1 2025
Added 36.38%
|