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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
22,360
shares
|
$690,029
0.1% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
21,894
shares
|
$675,648
0.25% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
21,095
shares
|
$650,991
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
20,934
shares
|
$646,023
0.06% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
20,672
shares
|
$637,937
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,605
shares
|
$635,870
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
20,188
shares
|
$623,001
0.34% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
20,100
shares
|
$620,286
0.01% of portfolio
|
Q4 2023
Added 5.24%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
20,052
shares
|
$618,804
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
19,933
shares
|
$615,132
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
19,627
shares
|
$605,689
0.41% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
19,578
shares
|
$604,177
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
19,526
shares
|
$602,572
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
19,524
shares
|
$602,510
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,392
shares
|
$598,437
0.0% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
19,368
shares
|
$597,696
0.36% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
19,047
shares
|
$587,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
18,983
shares
|
$585,815
0.15% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
18,942
shares
|
$584,550
0.01% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
18,502
shares
|
$570,971
0.01% of portfolio
|
Q1 2025
Added 142.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
18,398
shares
|
$567,762
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
18,176
shares
|
$560,911
0.25% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
17,930
shares
|
$553,319
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
17,885
shares
|
$551,931
0.0% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
17,881
shares
|
$551,807
0.34% of portfolio
|
Q2 2025
New holding
|