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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
29,465
shares
|
$909,289
0.42% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
29,436
shares
|
$908,394
0.18% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
29,424
shares
|
$908,024
0.46% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$907,746
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
29,044
shares
|
$896,297
0.53% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
28,851
shares
|
$890,341
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
28,694
shares
|
$885,496
0.28% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
28,120
shares
|
$867,783
0.3% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$832,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
26,847
shares
|
$828,498
0.05% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
25,557
shares
|
$788,689
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
25,407
shares
|
$784,060
0.34% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
25,382
shares
|
$783,288
0.02% of portfolio
|
Q2 2025
Added 49.06%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
25,093
shares
|
$774,369
0.43% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
24,963
shares
|
$770,358
0.44% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
24,463
shares
|
$754,928
0.02% of portfolio
|
Q2 2025
Added 49.73%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
24,455
shares
|
$754,681
0.43% of portfolio
|
Q1 2025
Reduced 36.72%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
24,430
shares
|
$753,909
0.06% of portfolio
|
Q1 2025
Added 46.73%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
23,989
shares
|
$740,300
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
23,800
shares
|
$734,468
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
23,665
shares
|
$730,301
0.14% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
23,429
shares
|
$723,018
0.26% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
23,251
shares
|
$717,525
0.24% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
23,124
shares
|
$713,606
0.12% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
23,077
shares
|
$712,156
0.38% of portfolio
|
Q2 2025
New holding
|