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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
568,749
shares
|
$17.6 Million
1.64% of portfolio
|
Q4 2023
Added 12.92%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
561,059
shares
|
$17.3 Million
4.5% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
521,069
shares
|
$16.1 Million
6.52% of portfolio
|
Q1 2025
Reduced 29.36%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
519,380
shares
|
$16 Million
0.98% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
519,066
shares
|
$16 Million
3.5% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
502,340
shares
|
$15.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
489,580
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
480,330
shares
|
$14.8 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
478,518
shares
|
$14.8 Million
5.61% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
468,493
shares
|
$14.5 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
449,646
shares
|
$13.9 Million
0.16% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
448,730
shares
|
$13.8 Million
0.07% of portfolio
|
Q1 2025
Added 36.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
443,919
shares
|
$13.7 Million
1.61% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
440,182
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
437,060
shares
|
$13.5 Million
2.94% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
435,855
shares
|
$13.5 Million
5.95% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
429,342
shares
|
$13.2 Million
7.66% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
429,256
shares
|
$13.2 Million
2.24% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
408,451
shares
|
$12.6 Million
1.88% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
406,987
shares
|
$12.6 Million
5.57% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
397,262
shares
|
$12.3 Million
4.13% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
388,184
shares
|
$12 Million
0.29% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
383,465
shares
|
$11.8 Million
1.94% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
378,751
shares
|
$11.7 Million
7.72% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
363,762
shares
|
$11.2 Million
10.78% of portfolio
|
Q1 2025
Added 9.47%
|