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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
8,585
shares
|
$265,362
0.08% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
8,470
shares
|
$261,807
0.05% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
8,341
shares
|
$257,820
0.19% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
8,325
shares
|
$257,325
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
8,290
shares
|
$256,243
0.07% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
8,192
shares
|
$253,214
0.06% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$252,318
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
7,818
shares
|
$241,654
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
7,560
shares
|
$233,679
0.13% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,526
shares
|
$232,628
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,348
shares
|
$227,126
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
7,096
shares
|
$219,337
0.14% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,872
shares
|
$212,413
0.0% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,793
shares
|
$209,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,789
shares
|
$209,847
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
6,747
shares
|
$208,549
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
6,719
shares
|
$207,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
6,678
shares
|
$206,416
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
6,660
shares
|
$205,860
0.1% of portfolio
|
Q3 2024
Reduced 70.7%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
6,587
shares
|
$203,604
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,515
shares
|
$201,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$188,551
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,266
shares
|
$131,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,059
shares
|
$125,463
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,730
shares
|
$115,294
0.0% of portfolio
|
Q3 2024
New holding
|