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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
56,933
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
55,765
shares
|
$1.72 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
55,284
shares
|
$1.71 Million
0.24% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
53,653
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 209.77%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
53,479
shares
|
$1.65 Million
0.54% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
52,805
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Added 116.73%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
52,034
shares
|
$1.61 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
51,834
shares
|
$1.6 Million
1.31% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
51,741
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
51,699
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
50,512
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
49,984
shares
|
$1.54 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
47,618
shares
|
$1.47 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
47,295
shares
|
$1.46 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
45,829
shares
|
$1.41 Million
0.57% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
45,673
shares
|
$1.41 Million
0.29% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.37 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
44,038
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
43,978
shares
|
$1.36 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
43,757
shares
|
$1.35 Million
0.62% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
43,448
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
43,192
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
42,805
shares
|
$1.32 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
41,229
shares
|
$1.27 Million
0.93% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
41,215
shares
|
$1.27 Million
0.87% of portfolio
|
Q4 2022
Added 119.85%
|