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 495 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,681
shares
|
$241,183
0.02% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,526
shares
|
$236,316
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
7,405
shares
|
$232,517
0.14% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,361
shares
|
$231,135
0.11% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
7,320
shares
|
$229,848
0.06% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
7,175
shares
|
$225,295
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
6,945
shares
|
$218,073
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
6,822
shares
|
$214,210
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,811
shares
|
$213,865
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
6,747
shares
|
$211,855
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
6,739
shares
|
$211,604
0.12% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,593
shares
|
$207,020
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
6,582
shares
|
$206,674
0.04% of portfolio
|
Q3 2025
Reduced 88.55%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,540
shares
|
$205,356
0.02% of portfolio
|
Q4 2024
Added 102.73%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
6,393
shares
|
$200,740
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,842
shares
|
$183,438
0.0% of portfolio
|
Q3 2025
Added 69.92%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
5,771
shares
|
$181,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,743
shares
|
$180,330
0.01% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
5,541
shares
|
$173,987
0.02% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,599
shares
|
$144,408
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
4,145
shares
|
$130,153
0.1% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,948
shares
|
$123,967
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$109,900
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
3,094
shares
|
$97,151
0.05% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,848
shares
|
$89,427
0.0% of portfolio
|
Q1 2025
Reduced 78.17%
|
|