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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
347,855
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Added 292.19%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
330,468
shares
|
$10.2 Million
1.86% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
330,080
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
329,677
shares
|
$10.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
325,545
shares
|
$10 Million
7.79% of portfolio
|
Q2 2025
Added 72.02%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
322,222
shares
|
$9.94 Million
0.02% of portfolio
|
Q1 2025
Added 172.56%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
321,308
shares
|
$9.92 Million
0.14% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
321,308
shares
|
$9.92 Million
0.86% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
310,654
shares
|
$9.59 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
308,695
shares
|
$9.53 Million
5.55% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
301,834
shares
|
$9.31 Million
4.48% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
301,555
shares
|
$9.31 Million
3.75% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
297,766
shares
|
$9.19 Million
0.01% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
294,386
shares
|
$9.08 Million
0.65% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
294,261
shares
|
$9.08 Million
0.73% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
289,404
shares
|
$8.93 Million
4.92% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
285,360
shares
|
$8.81 Million
0.04% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
274,725
shares
|
$8.48 Million
2.65% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
274,231
shares
|
$8.46 Million
3.94% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
271,912
shares
|
$8.39 Million
2.45% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
271,525
shares
|
$8.38 Million
0.27% of portfolio
|
Q1 2025
Added 1226.26%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
270,971
shares
|
$8.36 Million
6.6% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
267,845
shares
|
$8.27 Million
6.84% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
263,991
shares
|
$8.15 Million
2.87% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
261,861
shares
|
$8.08 Million
3.75% of portfolio
|
Q1 2025
Added 2.64%
|