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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
17,863
shares
|
$551,252
0.0% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
17,448
shares
|
$538,445
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
17,447
shares
|
$538,414
0.35% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
17,411
shares
|
$537,303
0.02% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,196
shares
|
$530,668
0.0% of portfolio
|
Q1 2025
Added 107.83%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
17,147
shares
|
$529,156
0.2% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$524,897
0.32% of portfolio
|
Q1 2023
Added 4.52%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
16,972
shares
|
$523,755
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
16,756
shares
|
$517,090
0.04% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
16,552
shares
|
$510,794
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
16,040
shares
|
$494,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
15,978
shares
|
$493,081
0.41% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
15,777
shares
|
$486,878
0.04% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
15,475
shares
|
$477,558
0.19% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,342
shares
|
$473,454
0.01% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
15,338
shares
|
$473,330
0.52% of portfolio
|
Q1 2025
Reduced 28.58%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
15,270
shares
|
$471,232
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
14,629
shares
|
$451,450
0.05% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
14,380
shares
|
$443,766
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,372
shares
|
$443,519
0.01% of portfolio
|
Q1 2025
Added 59.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
14,277
shares
|
$440,588
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
14,153
shares
|
$436,761
0.12% of portfolio
|
Q2 2025
Reduced 32.21%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
14,087
shares
|
$434,724
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,953
shares
|
$430,589
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,912
shares
|
$429,324
0.01% of portfolio
|
Q4 2023
Added 0.58%
|