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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.31 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
74,376
shares
|
$2.3 Million
0.64% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
74,219
shares
|
$2.29 Million
0.8% of portfolio
|
Q1 2025
Reduced 69.8%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
73,912
shares
|
$2.28 Million
0.74% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
73,262
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
73,164
shares
|
$2.26 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
72,346
shares
|
$2.23 Million
0.08% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
71,071
shares
|
$2.19 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
68,202
shares
|
$2.1 Million
1.42% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
67,995
shares
|
$2.1 Million
1.28% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
67,418
shares
|
$2.08 Million
0.18% of portfolio
|
Q1 2025
Added 109.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
67,118
shares
|
$2.07 Million
0.72% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
64,648
shares
|
$2 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
64,589
shares
|
$1.99 Million
0.92% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
63,932
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 83.77%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
63,532
shares
|
$1.96 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,475
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
63,008
shares
|
$1.94 Million
0.36% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
62,818
shares
|
$1.94 Million
0.55% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
62,700
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 84.96%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
59,347
shares
|
$1.83 Million
0.98% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
59,012
shares
|
$1.82 Million
0.07% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
58,601
shares
|
$1.81 Million
0.35% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
57,897
shares
|
$1.79 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
57,249
shares
|
$1.77 Million
1.35% of portfolio
|
Q4 2024
New holding
|