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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
162,230
shares
|
$5.01 Million
0.55% of portfolio
|
Q3 2024
Added 46.48%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
157,650
shares
|
$4.87 Million
4.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
151,805
shares
|
$4.69 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
148,899
shares
|
$4.6 Million
2.97% of portfolio
|
Q2 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
141,533
shares
|
$4.37 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
141,266
shares
|
$4.37 Million
1.16% of portfolio
|
Q3 2024
Added 88.4%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
136,888
shares
|
$4.23 Million
0.89% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$4.02 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
129,246
shares
|
$3.99 Million
0.1% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
128,129
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 41.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
127,916
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
119,340
shares
|
$3.69 Million
2.02% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
119,062
shares
|
$3.68 Million
0.14% of portfolio
|
Q3 2024
Added 103.51%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
119,008
shares
|
$3.68 Million
0.84% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
118,256
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
114,988
shares
|
$3.55 Million
1.24% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
113,578
shares
|
$3.51 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.48 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
112,180
shares
|
$3.47 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
106,520
shares
|
$3.29 Million
0.45% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
103,352
shares
|
$3.19 Million
0.91% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
97,835
shares
|
$3.02 Million
2.84% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
96,279
shares
|
$2.98 Million
0.61% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
93,285
shares
|
$2.88 Million
0.97% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
92,623
shares
|
$2.86 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.39%
|