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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
7,760
shares
|
$239,473
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
7,729
shares
|
$238,516
0.07% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
7,693
shares
|
$237,405
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
7,588
shares
|
$234,165
0.15% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,526
shares
|
$232,252
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
7,430
shares
|
$229,289
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,281
shares
|
$224,691
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
7,175
shares
|
$221,420
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,083
shares
|
$218,581
0.0% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,872
shares
|
$212,069
0.0% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,789
shares
|
$209,508
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,540
shares
|
$201,824
0.02% of portfolio
|
Q4 2024
Added 102.73%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,771
shares
|
$178,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
5,443
shares
|
$167,970
0.12% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
5,038
shares
|
$155,472
0.15% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,912
shares
|
$120,724
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
2,999
shares
|
$92,549
0.07% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,989
shares
|
$92,240
0.0% of portfolio
|
Q1 2025
Reduced 90.61%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,848
shares
|
$87,889
0.0% of portfolio
|
Q1 2025
Reduced 78.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,756
shares
|
$85,050
0.0% of portfolio
|
Q1 2025
Reduced 28.91%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,704
shares
|
$83,445
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,529
shares
|
$78,044
0.02% of portfolio
|
Q1 2025
Added 97.73%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,250
shares
|
$69,435
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,034
shares
|
$62,769
0.03% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,951
shares
|
$60,207
0.02% of portfolio
|
Q1 2025
New holding
|