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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
232,928
shares
|
$7.19 Million
2.46% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
222,139
shares
|
$6.86 Million
1.81% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
217,248
shares
|
$6.7 Million
0.03% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
215,124
shares
|
$6.64 Million
4.82% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
212,993
shares
|
$6.57 Million
0.07% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
210,853
shares
|
$6.51 Million
1.0% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
208,785
shares
|
$6.44 Million
2.8% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
207,616
shares
|
$6.41 Million
1.86% of portfolio
|
Q1 2025
Added 70.4%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
205,044
shares
|
$6.33 Million
1.57% of portfolio
|
Q2 2025
Added 52.93%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
203,355
shares
|
$6.28 Million
1.16% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
198,503
shares
|
$6.13 Million
1.06% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
197,029
shares
|
$6.08 Million
0.62% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
196,818
shares
|
$6.07 Million
4.62% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
194,541
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Added 66.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
175,498
shares
|
$5.42 Million
1.67% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
173,901
shares
|
$5.37 Million
2.91% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.35 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
173,346
shares
|
$5.35 Million
0.39% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
162,139
shares
|
$5 Million
0.94% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
159,153
shares
|
$4.91 Million
0.11% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
158,368
shares
|
$4.89 Million
2.17% of portfolio
|
Q1 2025
Added 1613.94%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
157,053
shares
|
$4.85 Million
0.87% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
153,604
shares
|
$4.74 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
153,215
shares
|
$4.73 Million
2.17% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
152,343
shares
|
$4.7 Million
2.85% of portfolio
|
Q2 2025
Added 2.31%
|