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 |
---|---|---|---|---|---|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2024 Q1 2024 |
70,208
shares
|
$2.01 Million
1.85% of portfolio
|
Q1 2024
Added 5.49%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
69,704
shares
|
$2 Million
1.51% of portfolio
|
Q1 2024
Added 8.86%
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 06, 2024 Q1 2024 |
68,275
shares
|
$1.95 Million
1.48% of portfolio
|
Q1 2024
Added 75.08%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 15, 2024 Q1 2024 |
66,675
shares
|
$1.91 Million
0.52% of portfolio
|
Q1 2024
Added 6.68%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 26, 2024 Q1 2024 |
64,815
shares
|
$1.86 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
62,399
shares
|
$1.79 Million
0.69% of portfolio
|
Q1 2024
Added 13.46%
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 13, 2024 Q1 2024 |
61,432
shares
|
$1.76 Million
0.73% of portfolio
|
Q1 2024
Added 30.22%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
60,145
shares
|
$1.72 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
59,378
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Added 1.53%
|
|
Dopkins Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
58,429
shares
|
$1.67 Million
1.11% of portfolio
|
Q1 2024
Added 10.21%
|
|
Firethorn Wealth Partners, LLC
|
Apr 16, 2024 Q1 2024 |
58,284
shares
|
$1.67 Million
1.07% of portfolio
|
Q1 2024
Added 52.74%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
56,625
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
56,513
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2024
Added 4.2%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
55,198
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2024
Added 33.85%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
55,187
shares
|
$1.58 Million
0.38% of portfolio
|
Q1 2024
Added 20.66%
|
|
Pettinga Financial Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
53,579
shares
|
$1.53 Million
0.41% of portfolio
|
Q1 2024
Added 10.38%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
53,492
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2024
Added 94.59%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2024 Q1 2024 |
51,155
shares
|
$1.46 Million
0.47% of portfolio
|
Q1 2024
Added 17.05%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
51,034
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
Added 13.3%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
50,423
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.75%
|
|
Collective Family Office LLC
|
Apr 09, 2024 Q1 2024 |
50,278
shares
|
$1.44 Million
0.5% of portfolio
|
Q1 2024
Added 1.52%
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2024 Q1 2024 |
47,224
shares
|
$1.35 Million
0.22% of portfolio
|
Q1 2024
Added 0.02%
|
|
Investmark Advisory Group LLC
|
May 17, 2024 Q1 2024 |
46,704
shares
|
$1.34 Million
0.78% of portfolio
|
Q1 2024
Added 3.29%
|
|
Liberty Capital Management, Inc.
|
Apr 11, 2024 Q1 2024 |
45,612
shares
|
$1.31 Million
0.34% of portfolio
|
Q1 2024
Added 0.27%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
45,376
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
New holding
|