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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
88,970
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
88,822
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.74 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
86,892
shares
|
$2.69 Million
1.87% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
85,394
shares
|
$2.64 Million
0.72% of portfolio
|
Q3 2024
Added 58.42%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
84,858
shares
|
$2.62 Million
0.59% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
84,370
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
82,923
shares
|
$2.56 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
80,647
shares
|
$2.49 Million
0.6% of portfolio
|
Q3 2024
Added 18.43%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
79,023
shares
|
$2.44 Million
0.95% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
78,616
shares
|
$2.43 Million
0.24% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
78,013
shares
|
$2.41 Million
1.59% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,830
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
75,775
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.31 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
74,767
shares
|
$2.31 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
74,664
shares
|
$2.31 Million
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
73,516
shares
|
$2.27 Million
0.76% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
72,945
shares
|
$2.25 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
72,261
shares
|
$2.23 Million
0.54% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
70,922
shares
|
$2.19 Million
0.9% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
70,101
shares
|
$2.17 Million
0.23% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
68,303
shares
|
$2.11 Million
1.7% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
68,237
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|