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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
65,688
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
64,472
shares
|
$1.99 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
63,485
shares
|
$1.96 Million
0.43% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
63,426
shares
|
$1.96 Million
1.32% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
63,421
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Added 555.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
63,160
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
60,945
shares
|
$1.88 Million
0.48% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
59,634
shares
|
$1.84 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
58,995
shares
|
$1.82 Million
0.43% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
58,232
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
58,165
shares
|
$1.8 Million
0.42% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
57,953
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
56,162
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
55,897
shares
|
$1.73 Million
0.24% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
55,495
shares
|
$1.72 Million
0.5% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
51,531
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
51,450
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
50,633
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 123.64%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
50,184
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
46,357
shares
|
$1.43 Million
0.71% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
45,673
shares
|
$1.41 Million
0.31% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
45,098
shares
|
$1.39 Million
1.23% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.37 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
41,215
shares
|
$1.27 Million
0.87% of portfolio
|
Q4 2022
Added 119.85%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
41,146
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 17.51%
|