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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,704
shares
|
$84,905
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,250
shares
|
$70,650
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2,048
shares
|
$64,307
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,034
shares
|
$63,867
0.03% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,945
shares
|
$61,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,809
shares
|
$56,802
0.04% of portfolio
|
Q3 2025
Reduced 38.8%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,784
shares
|
$56,017
0.02% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,759
shares
|
$55,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
1,617
shares
|
$50,773
0.01% of portfolio
|
Q3 2025
Added 104.68%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,429
shares
|
$44,870
0.01% of portfolio
|
Q1 2023
Added 58.25%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
1,414
shares
|
$44,399
0.03% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,287
shares
|
$40,411
0.0% of portfolio
|
Q3 2025
Reduced 56.34%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,216
shares
|
$38,182
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$35,011
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
1,110
shares
|
$34,854
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,021
shares
|
$32,059
0.0% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
987
shares
|
$30,991
0.01% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
923
shares
|
$28,982
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
912
shares
|
$28,636
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
900
shares
|
$28,260
0.0% of portfolio
|
Q2 2024
Reduced 39.88%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
895
shares
|
$28,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
857
shares
|
$26,909
0.0% of portfolio
|
Q3 2025
Reduced 82.76%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
680
shares
|
$21,352
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
663
shares
|
$20,818
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
586
shares
|
$18,400
0.0% of portfolio
|
Q3 2025
Reduced 26.47%
|
|