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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,883
shares
|
$304,989
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
9,857
shares
|
$304,187
0.2% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,799
shares
|
$302,397
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
9,753
shares
|
$300,977
0.05% of portfolio
|
Q1 2025
Reduced 68.86%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,662
shares
|
$298,169
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
9,500
shares
|
$293,170
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
9,444
shares
|
$291,441
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
9,436
shares
|
$291,194
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,413
shares
|
$290,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
9,364
shares
|
$288,973
0.03% of portfolio
|
Q1 2025
Added 29.07%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
9,351
shares
|
$288,571
0.06% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
9,317
shares
|
$287,522
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,118
shares
|
$281,381
0.02% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,685
shares
|
$268,019
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
8,644
shares
|
$266,753
0.02% of portfolio
|
Q1 2025
Reduced 54.62%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
8,482
shares
|
$261,754
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
8,468
shares
|
$261,322
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
8,440
shares
|
$260,458
0.16% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,231
shares
|
$254,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$251,910
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,919
shares
|
$244,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
7,915
shares
|
$244,256
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,817
shares
|
$241,232
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,771
shares
|
$239,813
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,768
shares
|
$239,720
0.02% of portfolio
|
Q1 2025
New holding
|