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 477 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
11,772,597
shares
|
$370 Million
2.26% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,462,729
shares
|
$203 Million
2.05% of portfolio
|
Q2 2025
Added 28.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,816,426
shares
|
$183 Million
0.22% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
5,430,032
shares
|
$171 Million
5.05% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,210,827
shares
|
$101 Million
2.12% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,035,274
shares
|
$95.3 Million
0.16% of portfolio
|
Q2 2025
Added 225.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
2,704,376
shares
|
$84.9 Million
0.32% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,671,340
shares
|
$83.9 Million
1.28% of portfolio
|
Q2 2025
Added 117.24%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,457,840
shares
|
$77.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
2,185,576
shares
|
$68.6 Million
3.76% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,903,813
shares
|
$59.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,888,085
shares
|
$59.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
1,852,406
shares
|
$58.2 Million
7.54% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,658,961
shares
|
$52.1 Million
0.7% of portfolio
|
Q2 2025
Added 69.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$46.6 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,481,142
shares
|
$46.5 Million
0.02% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,474,585
shares
|
$46.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,412,631
shares
|
$44.4 Million
1.51% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,403,030
shares
|
$44.1 Million
0.0% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,392,492
shares
|
$43.7 Million
0.04% of portfolio
|
Q2 2025
Added 85.7%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
1,375,016
shares
|
$43.2 Million
1.03% of portfolio
|
Q2 2025
Added 39.12%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,335,123
shares
|
$41.9 Million
5.98% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,327,469
shares
|
$41.7 Million
0.65% of portfolio
|
Q2 2025
Added 611636.88%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,283,027
shares
|
$40.3 Million
3.74% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,239,699
shares
|
$38.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.18%
|