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 |
---|---|---|---|---|---|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 14, 2024 Q1 2024 |
44,652
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2024
Added 14.34%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.27 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
43,705
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2024
Added 1.85%
|
|
Hemington Wealth Management
|
May 03, 2024 Q1 2024 |
43,626
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
43,191
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
42,383
shares
|
$1.21 Million
0.53% of portfolio
|
Q1 2024
Added 3.23%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
41,215
shares
|
$1.18 Million
0.87% of portfolio
|
Q4 2022
Added 119.85%
|
|
Schubert & CO
|
May 13, 2024 Q1 2024 |
40,805
shares
|
$1.17 Million
1.23% of portfolio
|
Q1 2024
Added 6.27%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
40,200
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Added 88.73%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
39,601
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2024
Added 5.83%
|
|
Hfg Advisors, Inc.
|
Apr 18, 2024 Q1 2024 |
37,053
shares
|
$1.06 Million
1.02% of portfolio
|
Q1 2024
New holding
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 17, 2024 Q1 2024 |
37,025
shares
|
$1.06 Million
0.78% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
36,254
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 81.87%
|
|
Level Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
36,009
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2024
Added 258.55%
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2024 Q1 2024 |
35,291
shares
|
$1.01 Million
0.38% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 29, 2024 Q1 2024 |
34,244
shares
|
$980,405
0.64% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
Quent Capital, LLC
|
Jun 28, 2024 Q1 2024 |
34,238
shares
|
$980,233
0.12% of portfolio
|
Q4 2023
Added 16.06%
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 26, 2024 Q1 2024 |
32,987
shares
|
$944,417
0.73% of portfolio
|
Q1 2024
Added 49.83%
|
|
Northwest Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
31,082
shares
|
$889,877
0.26% of portfolio
|
Q1 2024
Added 26.18%
|
|
Fortis Capital Management LLC
|
Apr 30, 2024 Q1 2024 |
30,956
shares
|
$886,270
0.24% of portfolio
|
Q1 2024
Added 0.18%
|
|
Capital Planning LLC
|
Apr 12, 2024 Q1 2024 |
30,184
shares
|
$864,167
0.3% of portfolio
|
Q1 2024
Added 19.79%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 13, 2024 Q1 2024 |
29,418
shares
|
$842,237
0.2% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Mattern Wealth Management LLC
|
May 13, 2024 Q1 2024 |
29,086
shares
|
$832,732
0.22% of portfolio
|
Q1 2024
Added 25.68%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
28,678
shares
|
$821,051
0.04% of portfolio
|
Q1 2024
Added 20.47%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
27,277
shares
|
$780,940
0.0% of portfolio
|
Q1 2024
Reduced 75.2%
|