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 |
---|---|---|---|---|---|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
27,062
shares
|
$774,785
0.01% of portfolio
|
Q1 2024
Added 31.93%
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
26,096
shares
|
$747,128
0.37% of portfolio
|
Q1 2024
Added 85.1%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Apr 30, 2024 Q1 2024 |
25,964
shares
|
$743,349
0.23% of portfolio
|
Q1 2024
Added 44.33%
|
|
Team Hewins, LLC
Redwood City, CA |
May 03, 2024 Q1 2024 |
25,717
shares
|
$736,277
0.11% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 15, 2024 Q1 2024 |
25,407
shares
|
$727,402
0.42% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
25,135
shares
|
$719,615
0.02% of portfolio
|
Q1 2024
Added 37.36%
|
|
Kraft Asset Management, LLC
|
May 13, 2024 Q1 2024 |
24,878
shares
|
$712,257
0.63% of portfolio
|
Q1 2024
Added 40.22%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 25, 2024 Q1 2024 |
23,912
shares
|
$684,600
0.42% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
Uma Financial Services, Inc.
|
Apr 17, 2024 Q1 2024 |
23,100
shares
|
$661,353
0.14% of portfolio
|
Q1 2024
Added 1.29%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
22,360
shares
|
$640,166
0.12% of portfolio
|
Q1 2024
Added 0.86%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
22,228
shares
|
$636,387
0.25% of portfolio
|
Q1 2024
Added 15.48%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 25, 2024 Q1 2024 |
22,196
shares
|
$635,471
0.57% of portfolio
|
Q1 2024
New holding
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Apr 18, 2024 Q1 2024 |
21,769
shares
|
$623,246
0.65% of portfolio
|
Q1 2024
Added 50.38%
|
|
Redw Wealth LLC
|
May 01, 2024 Q1 2024 |
21,391
shares
|
$612,424
0.17% of portfolio
|
Q1 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
20,100
shares
|
$575,463
0.02% of portfolio
|
Q4 2023
Added 5.24%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 22, 2024 Q1 2024 |
20,058
shares
|
$574,260
0.08% of portfolio
|
Q1 2024
Added 49.34%
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
19,584
shares
|
$560,689
0.38% of portfolio
|
Q1 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
19,359
shares
|
$554,248
0.07% of portfolio
|
Q1 2024
Added 10.28%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
19,285
shares
|
$552,129
0.07% of portfolio
|
Q1 2024
Added 3.65%
|
|
Hanover Advisors Inc
Seneca, SC |
May 15, 2024 Q1 2024 |
18,821
shares
|
$538,845
0.24% of portfolio
|
Q4 2023
Reduced 21.44%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
18,237
shares
|
$522,125
0.01% of portfolio
|
Q1 2024
New holding
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
17,833
shares
|
$510,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
17,500
shares
|
$501,025
0.0% of portfolio
|
Q1 2024
Reduced 73.36%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
17,050
shares
|
$488,141
0.08% of portfolio
|
Q1 2024
New holding
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$486,967
0.32% of portfolio
|
Q1 2023
Added 4.52%
|