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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,761
shares
|
$424,664
0.01% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,500
shares
|
$416,610
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,395
shares
|
$413,369
0.36% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,387
shares
|
$413,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
13,224
shares
|
$408,092
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
12,744
shares
|
$393,279
0.15% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,431
shares
|
$383,620
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
12,336
shares
|
$380,688
0.14% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12,076
shares
|
$372,665
0.0% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
12,040
shares
|
$371,554
0.07% of portfolio
|
Q1 2025
Reduced 36.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,872
shares
|
$366,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
11,658
shares
|
$359,765
0.1% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
11,612
shares
|
$358,346
0.33% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
11,264
shares
|
$347,607
0.11% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,232
shares
|
$346,619
0.03% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
10,899
shares
|
$336,343
0.25% of portfolio
|
Q1 2025
Added 32.82%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,859
shares
|
$335,108
0.05% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
10,800
shares
|
$333,288
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
10,750
shares
|
$331,745
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
10,701
shares
|
$330,232
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
10,605
shares
|
$327,270
0.59% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,448
shares
|
$322,425
0.01% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,332
shares
|
$318,845
0.0% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
9,967
shares
|
$307,581
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$306,007
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|