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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,734
shares
|
$53,511
0.02% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,690
shares
|
$52,153
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,681
shares
|
$51,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
1,667
shares
|
$51,443
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,493
shares
|
$46,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,429
shares
|
$44,098
0.01% of portfolio
|
Q1 2023
Added 58.25%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$34,408
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
1,110
shares
|
$34,254
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,048
shares
|
$32,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,021
shares
|
$31,508
0.0% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
987
shares
|
$30,458
0.01% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
950
shares
|
$29,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
915
shares
|
$28,236
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
912
shares
|
$28,144
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
900
shares
|
$27,774
0.0% of portfolio
|
Q2 2024
Reduced 39.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
823
shares
|
$25,397
0.0% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
754
shares
|
$23,268
0.01% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
682
shares
|
$21,046
0.0% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
680
shares
|
$20,984
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
632
shares
|
$19,503
0.0% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
615
shares
|
$18,978
0.01% of portfolio
|
Q1 2025
Reduced 86.49%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
607
shares
|
$18,732
0.0% of portfolio
|
Q1 2025
Reduced 99.67%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
530
shares
|
$16,355
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
500
shares
|
$15,430
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
436
shares
|
$13,454
0.0% of portfolio
|
Q2 2024
New holding
|