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 |
|---|---|---|---|---|---|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
280,195
shares
|
$8.66 Million
5.56% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
278,369
shares
|
$8.6 Million
1.77% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
267,426
shares
|
$8.27 Million
0.01% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
267,399
shares
|
$8.27 Million
0.65% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
263,503
shares
|
$8.14 Million
5.31% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
258,767
shares
|
$8 Million
4.11% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
256,663
shares
|
$7.93 Million
1.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
255,781
shares
|
$7.91 Million
3.97% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
248,897
shares
|
$7.69 Million
2.92% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
246,956
shares
|
$7.63 Million
2.8% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
239,399
shares
|
$7.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
230,407
shares
|
$7.12 Million
2.13% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
207,687
shares
|
$6.42 Million
2.39% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
198,999
shares
|
$6.15 Million
0.67% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
197,749
shares
|
$6.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 50.84%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
196,818
shares
|
$6.08 Million
4.62% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
195,126
shares
|
$6.03 Million
2.28% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
193,776
shares
|
$5.99 Million
0.03% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
188,080
shares
|
$5.81 Million
0.07% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
185,606
shares
|
$5.74 Million
1.21% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
179,884
shares
|
$5.56 Million
0.96% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
175,498
shares
|
$5.42 Million
1.67% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
175,000
shares
|
$5.41 Million
0.43% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
173,983
shares
|
$5.38 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.36 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|