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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
979,668
shares
|
$30.2 Million
0.0% of portfolio
|
Q1 2025
Added 58.65%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
933,182
shares
|
$28.8 Million
0.05% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
926,223
shares
|
$28.6 Million
3.7% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
902,477
shares
|
$27.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 32.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
898,166
shares
|
$27.7 Million
0.04% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
895,938
shares
|
$27.6 Million
0.05% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
894,652
shares
|
$27.6 Million
3.19% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
893,983
shares
|
$27.6 Million
1.89% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
880,716
shares
|
$27.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
872,297
shares
|
$26.9 Million
5.83% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
869,993
shares
|
$26.8 Million
8.67% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
832,987
shares
|
$25.7 Million
7.82% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
805,333
shares
|
$24.9 Million
7.1% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
771,493
shares
|
$23.8 Million
1.06% of portfolio
|
Q3 2022
Added 46.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,553
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
752,690
shares
|
$23.2 Million
0.01% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
750,368
shares
|
$23.2 Million
5.75% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
749,852
shares
|
$23.1 Million
0.02% of portfolio
|
Q1 2025
Added 46.48%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
747,798
shares
|
$23.1 Million
8.71% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
746,711
shares
|
$23 Million
6.57% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
726,377
shares
|
$22.4 Million
6.11% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
697,869
shares
|
$21.5 Million
1.05% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
685,219
shares
|
$21.1 Million
7.47% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
618,630
shares
|
$19.1 Million
11.48% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
591,576
shares
|
$18.3 Million
0.66% of portfolio
|
Q1 2025
New holding
|