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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
104,865
shares
|
$3.24 Million
2.32% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
103,113
shares
|
$3.18 Million
0.19% of portfolio
|
Q1 2025
Added 80.79%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
103,002
shares
|
$3.18 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
101,746
shares
|
$3.14 Million
1.93% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
99,914
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
98,173
shares
|
$3.03 Million
0.38% of portfolio
|
Q1 2025
Reduced 59.42%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
96,082
shares
|
$2.97 Million
0.28% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
94,321
shares
|
$2.91 Million
1.87% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
94,288
shares
|
$2.91 Million
0.57% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
92,225
shares
|
$2.85 Million
0.96% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
91,824
shares
|
$2.83 Million
1.36% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
91,450
shares
|
$2.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
90,003
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
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 |
Apr 30, 2025 Q1 2025 |
87,633
shares
|
$2.7 Million
1.52% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
84,462
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 51.43%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
83,605
shares
|
$2.58 Million
0.93% of portfolio
|
Q1 2025
Added 76.14%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
83,556
shares
|
$2.58 Million
1.34% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
82,905
shares
|
$2.56 Million
1.75% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
82,785
shares
|
$2.55 Million
1.73% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
82,122
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
81,484
shares
|
$2.51 Million
0.04% of portfolio
|
Q1 2025
Added 65.32%
|
|
|
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%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
78,316
shares
|
$2.42 Million
0.71% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
77,810
shares
|
$2.4 Million
0.85% of portfolio
|
Q1 2025
Added 382.21%
|