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 297 institutions that hold shares in the stock, with a total of 72.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
121,109
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2024
Added 43.98%
|
|
American Investment Services, Inc.
|
May 13, 2024 Q1 2024 |
120,121
shares
|
$3.44 Million
0.65% of portfolio
|
Q1 2024
Added 10.11%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
120,120
shares
|
$3.44 Million
0.9% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
117,710
shares
|
$3.37 Million
0.06% of portfolio
|
Q1 2024
Added 24.24%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.22 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
Keb Asset Management, LLC
Springfield, IL |
Apr 24, 2024 Q1 2024 |
111,972
shares
|
$3.21 Million
1.34% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
104,687
shares
|
$3 Million
0.74% of portfolio
|
Q1 2024
Added 9.84%
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Apr 02, 2024 Q1 2024 |
103,120
shares
|
$2.95 Million
2.58% of portfolio
|
Q1 2024
Added 2.31%
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 22, 2024 Q1 2024 |
101,307
shares
|
$2.9 Million
0.78% of portfolio
|
Q1 2024
Added 75.25%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
99,629
shares
|
$2.85 Million
0.05% of portfolio
|
Q1 2024
Added 5.34%
|
|
Soundmark Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
93,385
shares
|
$2.67 Million
1.25% of portfolio
|
Q1 2024
Added 21.98%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
93,243
shares
|
$2.67 Million
2.29% of portfolio
|
Q1 2024
Added 1.03%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
91,645
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
Added 1173.02%
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
May 03, 2024 Q1 2024 |
89,502
shares
|
$2.56 Million
2.48% of portfolio
|
Q1 2024
Added 11.45%
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.54 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
88,583
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2024
Added 0.19%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 17, 2024 Q1 2024 |
87,048
shares
|
$2.49 Million
0.4% of portfolio
|
Q1 2024
Added 1.69%
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
May 07, 2024 Q1 2024 |
83,214
shares
|
$2.38 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
May 02, 2024 Q1 2024 |
81,296
shares
|
$2.33 Million
0.65% of portfolio
|
Q1 2024
Added 1.16%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
79,409
shares
|
$2.27 Million
0.8% of portfolio
|
Q1 2024
Added 30.77%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.26 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
78,437
shares
|
$2.25 Million
0.26% of portfolio
|
Q1 2024
Added 3.5%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.14 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
Evensky & Katz LLC
|
Apr 08, 2024 Q1 2024 |
74,409
shares
|
$2.13 Million
0.16% of portfolio
|
Q1 2024
Added 0.12%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
72,833
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2024
Added 29.67%
|