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 425 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,053,126
shares
|
$214 Million
2.02% of portfolio
|
Q4 2024
Added 22.58%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
7,620,911
shares
|
$202 Million
3.5% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,816,865
shares
|
$154 Million
5.77% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,010,439
shares
|
$133 Million
1.64% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,975,533
shares
|
$106 Million
0.19% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,104,289
shares
|
$82.4 Million
0.43% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,883,089
shares
|
$76.5 Million
1.09% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,451,943
shares
|
$65.1 Million
2.1% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,151,513
shares
|
$57.1 Million
0.56% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,122,497
shares
|
$56.4 Million
0.37% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,957,175
shares
|
$52 Million
3.53% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,710,771
shares
|
$45.4 Million
12.62% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,569,990
shares
|
$41.7 Million
0.0% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$39.4 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,466,232
shares
|
$38.9 Million
0.02% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,297,883
shares
|
$34.5 Million
3.9% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,283,027
shares
|
$34.1 Million
3.74% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,238,452
shares
|
$32.9 Million
5.65% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,203,680
shares
|
$32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,178,593
shares
|
$31.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
1,077,665
shares
|
$28.6 Million
1.25% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,076,334
shares
|
$28.6 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,037,172
shares
|
$27.5 Million
1.21% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,013,030
shares
|
$26.9 Million
0.19% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,006,520
shares
|
$26.7 Million
0.21% of portfolio
|
Q4 2024
Added 6397.87%
|