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 402 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,053,126
shares
|
$250 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
|
$237 Million
3.5% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
5,438,365
shares
|
$169 Million
5.92% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,174,854
shares
|
$130 Million
1.67% of portfolio
|
Q4 2024
Added 40.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,975,533
shares
|
$124 Million
0.19% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,883,089
shares
|
$89.7 Million
1.09% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,694,212
shares
|
$83.8 Million
0.37% of portfolio
|
Q3 2024
Added 159.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,151,513
shares
|
$66.9 Million
0.56% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,109,077
shares
|
$65.6 Million
1.93% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,891,766
shares
|
$58.8 Million
3.24% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,821,899
shares
|
$56.7 Million
0.36% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,710,771
shares
|
$53.2 Million
12.62% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$46.1 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,474,428
shares
|
$45.9 Million
5.63% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,351,222
shares
|
$42 Million
0.0% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,227,179
shares
|
$38.2 Million
6.11% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,224,192
shares
|
$38.1 Million
0.02% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
1,222,911
shares
|
$38 Million
4.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,203,680
shares
|
$37.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
1,077,665
shares
|
$33.5 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
|
$33.5 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,037,172
shares
|
$32.3 Million
1.21% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,031,381
shares
|
$32.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,013,030
shares
|
$31.5 Million
0.19% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,006,520
shares
|
$31.3 Million
0.21% of portfolio
|
Q4 2024
Added 6397.87%
|