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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
149,823
shares
|
$4.62 Million
3.34% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
142,606
shares
|
$4.4 Million
1.7% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
140,699
shares
|
$4.34 Million
2.95% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
139,641
shares
|
$4.31 Million
2.85% of portfolio
|
Q1 2025
Added 32.07%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
139,133
shares
|
$4.29 Million
1.31% of portfolio
|
Q1 2025
Added 21.31%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
139,121
shares
|
$4.29 Million
0.54% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
136,797
shares
|
$4.22 Million
1.2% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
133,812
shares
|
$4.13 Million
0.69% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
130,265
shares
|
$4.02 Million
0.4% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$4.02 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
127,289
shares
|
$3.93 Million
0.99% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
126,913
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
126,274
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
125,288
shares
|
$3.87 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
123,604
shares
|
$3.81 Million
1.68% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
121,591
shares
|
$3.75 Million
1.06% of portfolio
|
Q1 2025
Reduced 47.97%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
120,047
shares
|
$3.7 Million
0.82% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
116,880
shares
|
$3.61 Million
2.97% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
116,786
shares
|
$3.6 Million
2.55% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
113,868
shares
|
$3.51 Million
0.72% of portfolio
|
Q2 2025
Added 28.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
113,336
shares
|
$3.5 Million
0.09% of portfolio
|
Q1 2025
Added 140.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.48 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
111,272
shares
|
$3.43 Million
0.46% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
107,655
shares
|
$3.32 Million
2.61% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
106,607
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 53.28%
|