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 317 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
10,197
shares
|
$313,047
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2024 Q2 2024 |
10,139
shares
|
$311,267
0.1% of portfolio
|
Q2 2024
Added 9.39%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
10,065
shares
|
$308,995
0.01% of portfolio
|
Q2 2024
New holding
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
9,863
shares
|
$302,794
0.03% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
9,672
shares
|
$296,930
0.0% of portfolio
|
Q2 2024
Added 68.53%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
9,500
shares
|
$291,650
0.03% of portfolio
|
Q1 2024
New holding
|
|
Life Pro Asset Management
|
Jul 10, 2024 Q2 2024 |
8,723
shares
|
$267,796
0.2% of portfolio
|
Q2 2024
Reduced 11.88%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 17, 2024 Q2 2024 |
8,713
shares
|
$267,489
0.1% of portfolio
|
Q2 2024
Added 1.8%
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
8,652
shares
|
$265,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
Abacus Planning Group, Inc.
|
Jul 30, 2024 Q2 2024 |
8,470
shares
|
$260,029
0.05% of portfolio
|
Q1 2024
Added 0.26%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,426
shares
|
$258,678
0.04% of portfolio
|
Q2 2024
Reduced 23.35%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
8,325
shares
|
$255,577
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jul 29, 2024 Q2 2024 |
8,190
shares
|
$251,433
0.07% of portfolio
|
Q2 2024
Added 13.18%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$250,604
0.14% of portfolio
|
Q1 2023
New holding
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
8,061
shares
|
$247,472
0.02% of portfolio
|
Q2 2024
New holding
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
7,952
shares
|
$244,126
0.19% of portfolio
|
Q2 2024
Added 0.53%
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 24, 2024 Q2 2024 |
7,793
shares
|
$239,245
0.09% of portfolio
|
Q2 2024
Added 0.4%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
7,787
shares
|
$239,060
0.06% of portfolio
|
Q2 2024
Added 8.05%
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jul 30, 2024 Q2 2024 |
7,556
shares
|
$231,969
0.14% of portfolio
|
Q2 2024
Reduced 48.41%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
7,364
shares
|
$226,074
0.13% of portfolio
|
Q2 2024
Added 0.6%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
7,348
shares
|
$225,583
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 18, 2024 Q2 2024 |
7,216
shares
|
$221,531
0.14% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
7,032
shares
|
$215,882
0.03% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
7,028
shares
|
$215,759
0.02% of portfolio
|
Q2 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
6,789
shares
|
$208,422
0.0% of portfolio
|
Q4 2023
New holding
|