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 340 institutions that hold shares in the stock, with a total of 95.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
18,601
shares
|
$574,956
0.28% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
17,873
shares
|
$552,454
0.19% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
17,833
shares
|
$551,218
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
17,528
shares
|
$541,790
0.05% of portfolio
|
Q3 2024
Added 149.4%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
17,162
shares
|
$530,477
0.37% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
17,099
shares
|
$528,530
0.38% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
17,050
shares
|
$527,015
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$525,748
0.32% of portfolio
|
Q1 2023
Added 4.52%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
16,855
shares
|
$520,988
0.03% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
16,848
shares
|
$520,771
0.43% of portfolio
|
Q3 2024
Reduced 72.0%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
16,846
shares
|
$520,709
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,624
shares
|
$513,847
0.33% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
16,314
shares
|
$504,265
0.06% of portfolio
|
Q4 2023
Reduced 17.83%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
16,150
shares
|
$499,196
0.13% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,814
shares
|
$488,810
0.0% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
15,768
shares
|
$487,388
0.4% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
15,490
shares
|
$478,795
0.2% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
15,378
shares
|
$475,333
0.41% of portfolio
|
Q3 2024
Added 2446.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,258
shares
|
$471,624
0.0% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,790
shares
|
$457,158
0.04% of portfolio
|
Q3 2024
Added 27.12%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
14,647
shares
|
$452,738
0.19% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
14,266
shares
|
$440,962
0.15% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,953
shares
|
$431,287
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,912
shares
|
$430,019
0.01% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
13,598
shares
|
$420,314
0.01% of portfolio
|
Q3 2024
Reduced 10.72%
|