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 340 institutions that hold shares in the stock, with a total of 95.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
828,080
shares
|
$25.6 Million
3.39% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
825,065
shares
|
$25.5 Million
3.77% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
806,301
shares
|
$24.9 Million
1.84% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
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
|
$23.4 Million
0.03% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
755,613
shares
|
$23.4 Million
8.5% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
735,592
shares
|
$22.7 Million
10.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
720,819
shares
|
$22.3 Million
6.34% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
720,794
shares
|
$22.3 Million
8.41% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
662,806
shares
|
$20.5 Million
0.05% of portfolio
|
Q3 2024
Added 26.34%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
661,611
shares
|
$20.5 Million
8.2% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
658,222
shares
|
$20.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
656,732
shares
|
$20.3 Million
8.36% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
655,596
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
649,172
shares
|
$20.1 Million
6.7% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
632,446
shares
|
$19.5 Million
11.39% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
628,745
shares
|
$19.4 Million
5.87% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
599,963
shares
|
$18.5 Million
0.42% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
588,945
shares
|
$18.2 Million
1.15% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
580,382
shares
|
$17.9 Million
0.04% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
568,749
shares
|
$17.6 Million
1.64% of portfolio
|
Q4 2023
Added 12.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
564,427
shares
|
$17.4 Million
0.04% of portfolio
|
Q3 2024
Added 31.66%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
522,845
shares
|
$16.2 Million
4.5% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
492,565
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
491,622
shares
|
$15.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.2%
|