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 339 institutions that hold shares in the stock, with a total of 95.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,899
shares
|
$93,492
0.0% of portfolio
|
Q3 2024
Added 687.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,676
shares
|
$86,301
0.08% of portfolio
|
Q3 2024
Reduced 77.68%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
2,318
shares
|
$74,755
0.11% of portfolio
|
Q2 2024
Reduced 36.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$72,562
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,034
shares
|
$65,596
0.03% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,884
shares
|
$60,759
0.0% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,734
shares
|
$55,921
0.02% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$53,212
0.0% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,429
shares
|
$46,085
0.01% of portfolio
|
Q1 2023
Added 58.25%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$35,958
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,013
shares
|
$32,669
0.0% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
987
shares
|
$31,830
0.01% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
912
shares
|
$29,412
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
908
shares
|
$29,283
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
900
shares
|
$29,025
0.01% of portfolio
|
Q2 2024
Reduced 39.88%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
895
shares
|
$28,863
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
857
shares
|
$27,638
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
680
shares
|
$21,930
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
516
shares
|
$16,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
436
shares
|
$14,061
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
410
shares
|
$13,222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
372
shares
|
$11,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
368
shares
|
$11,868
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
272
shares
|
$8,772
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
198
shares
|
$6,385
0.0% of portfolio
|
Q2 2024
New holding
|