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 385 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,798
shares
|
$876,748
0.0% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
27,496
shares
|
$867,223
0.58% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
27,339
shares
|
$862,272
0.47% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$850,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
26,526
shares
|
$836,630
0.51% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
26,365
shares
|
$831,552
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
25,407
shares
|
$801,336
0.4% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
25,306
shares
|
$798,151
0.25% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
23,251
shares
|
$733,336
0.24% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
23,125
shares
|
$729,362
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,741
shares
|
$717,251
0.03% of portfolio
|
Q3 2024
Added 79.37%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
22,501
shares
|
$709,681
0.16% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,418
shares
|
$707,063
0.0% of portfolio
|
Q3 2024
Added 118.22%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
22,391
shares
|
$706,212
0.13% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
22,360
shares
|
$705,234
0.08% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
22,250
shares
|
$701,765
0.07% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
21,933
shares
|
$691,766
0.34% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
21,894
shares
|
$690,536
0.27% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
21,730
shares
|
$685,364
0.41% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
21,508
shares
|
$678,362
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
21,475
shares
|
$677,321
1.86% of portfolio
|
Q4 2024
Added 39.65%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
20,878
shares
|
$658,492
0.22% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
20,473
shares
|
$645,718
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,131
shares
|
$634,931
0.37% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
20,100
shares
|
$633,954
0.01% of portfolio
|
Q4 2023
Added 5.24%
|