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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
41,134
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
40,203
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 155.27%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
39,513
shares
|
$1.22 Million
1.12% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
38,845
shares
|
$1.2 Million
0.47% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
38,819
shares
|
$1.2 Million
0.67% of portfolio
|
Q3 2024
Added 183.56%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
37,140
shares
|
$1.15 Million
0.71% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35,130
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
35,003
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
34,410
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
34,021
shares
|
$1.05 Million
0.87% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,901
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
33,449
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
33,209
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,930
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.18%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
32,210
shares
|
$995,611
0.88% of portfolio
|
Q3 2024
Added 114.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
31,859
shares
|
$984,761
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
31,181
shares
|
$963,804
0.19% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
31,121
shares
|
$961,950
0.64% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
31,114
shares
|
$961,733
0.39% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,000
shares
|
$958,210
0.1% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
30,748
shares
|
$950,420
0.41% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
29,963
shares
|
$926,156
0.57% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
29,847
shares
|
$922,570
0.21% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$909,217
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
28,863
shares
|
$892,155
0.45% of portfolio
|
Q3 2024
New holding
|