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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
487,139
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
485,162
shares
|
$15 Million
5.9% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
470,490
shares
|
$14.5 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
459,362
shares
|
$14.2 Million
6.08% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
455,290
shares
|
$14.1 Million
7.0% of portfolio
|
Q3 2024
Added 31.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
422,650
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
421,499
shares
|
$13 Million
3.43% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
402,658
shares
|
$12.4 Million
0.92% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
398,290
shares
|
$12.3 Million
6.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
388,909
shares
|
$12 Million
0.14% of portfolio
|
Q3 2024
Added 92.29%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
382,053
shares
|
$11.8 Million
2.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
359,168
shares
|
$11.1 Million
8.25% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
355,041
shares
|
$11 Million
1.81% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
354,031
shares
|
$10.9 Million
1.3% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
352,954
shares
|
$10.9 Million
6.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
352,041
shares
|
$10.9 Million
2.75% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
346,934
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Added 62.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
316,062
shares
|
$9.77 Million
0.27% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
315,686
shares
|
$9.76 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
315,080
shares
|
$9.74 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
306,978
shares
|
$9.49 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
305,640
shares
|
$9.45 Million
0.14% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
301,298
shares
|
$9.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
283,598
shares
|
$8.77 Million
0.0% of portfolio
|
Q4 2023
Reduced 17.72%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
280,231
shares
|
$8.66 Million
4.79% of portfolio
|
Q3 2024
Added 0.62%
|