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 |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,368
shares
|
$413,204
0.04% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
13,130
shares
|
$405,848
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
13,045
shares
|
$403,220
0.0% of portfolio
|
Q3 2024
Added 27.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,901
shares
|
$398,769
0.01% of portfolio
|
Q2 2024
Added 31.91%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,898
shares
|
$398,677
0.17% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,877
shares
|
$398,028
0.02% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,431
shares
|
$384,242
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
12,368
shares
|
$382,294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,639
shares
|
$359,761
0.03% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,053
shares
|
$341,648
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
11,039
shares
|
$341,215
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,497
shares
|
$324,462
0.03% of portfolio
|
Q3 2024
Added 30.22%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,371
shares
|
$320,567
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
10,334
shares
|
$319,423
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
10,291
shares
|
$318,094
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$306,503
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,908
shares
|
$306,256
0.05% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$300,816
0.11% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,530
shares
|
$294,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
9,500
shares
|
$293,645
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,484
shares
|
$293,150
0.0% of portfolio
|
Q3 2024
Added 1488.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,268
shares
|
$286,473
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,860
shares
|
$273,862
0.0% of portfolio
|
Q3 2024
Reduced 89.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,685
shares
|
$268,453
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
8,658
shares
|
$267,618
0.0% of portfolio
|
Q3 2024
New holding
|