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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
28,194
shares
|
$871,476
0.29% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,798
shares
|
$859,236
0.0% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$833,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
25,523
shares
|
$788,915
0.44% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
25,407
shares
|
$785,330
0.4% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
25,212
shares
|
$779,302
0.24% of portfolio
|
Q3 2024
Added 58.47%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
23,872
shares
|
$737,883
0.53% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
23,109
shares
|
$714,299
0.34% of portfolio
|
Q3 2024
Added 118.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,741
shares
|
$702,924
0.03% of portfolio
|
Q3 2024
Added 79.37%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
22,638
shares
|
$699,740
0.16% of portfolio
|
Q3 2024
Reduced 25.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,418
shares
|
$692,940
0.0% of portfolio
|
Q3 2024
Added 118.22%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,391
shares
|
$692,105
0.13% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
22,360
shares
|
$691,147
0.11% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
22,250
shares
|
$687,747
0.08% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
21,933
shares
|
$677,949
0.34% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
21,730
shares
|
$671,674
0.41% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
21,508
shares
|
$664,812
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
21,429
shares
|
$662,370
0.06% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
20,100
shares
|
$621,291
0.02% of portfolio
|
Q4 2023
Added 5.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,005
shares
|
$618,354
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
19,953
shares
|
$616,747
0.27% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
19,632
shares
|
$606,825
0.36% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
19,375
shares
|
$598,881
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
19,259
shares
|
$595,295
0.07% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
19,112
shares
|
$590,751
0.95% of portfolio
|
Q3 2024
Added 57.33%
|