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 447 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
40,597
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Added 109.05%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
40,213
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
40,112
shares
|
$1.24 Million
0.91% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
39,583
shares
|
$1.22 Million
0.99% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
39,531
shares
|
$1.22 Million
0.65% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
38,146
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
37,713
shares
|
$1.16 Million
0.49% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
36,477
shares
|
$1.13 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
35,596
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
35,407
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
35,195
shares
|
$1.09 Million
0.3% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
34,688
shares
|
$1.07 Million
0.84% of portfolio
|
Q1 2025
Added 174.32%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
34,382
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
33,246
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
32,995
shares
|
$1.02 Million
0.65% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
32,111
shares
|
$990,945
0.27% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
31,500
shares
|
$972,090
0.0% of portfolio
|
Q1 2025
Reduced 50.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
31,188
shares
|
$962,461
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,000
shares
|
$956,660
0.11% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
30,506
shares
|
$941,415
0.55% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
30,232
shares
|
$932,959
0.31% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
30,170
shares
|
$931,046
0.58% of portfolio
|
Q1 2025
Added 69.8%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
29,940
shares
|
$923,948
0.02% of portfolio
|
Q1 2025
Added 42.33%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
29,904
shares
|
$922,837
0.34% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
29,851
shares
|
$921,201
0.43% of portfolio
|
Q1 2025
Added 188.86%
|