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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
22,250
shares
|
$691,975
0.07% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
21,933
shares
|
$682,116
0.27% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
21,894
shares
|
$680,903
0.27% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
21,475
shares
|
$667,872
1.86% of portfolio
|
Q4 2024
Added 39.65%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
21,036
shares
|
$654,219
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
20,878
shares
|
$649,305
0.22% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
20,672
shares
|
$642,899
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
20,473
shares
|
$636,710
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,131
shares
|
$626,074
0.37% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
20,100
shares
|
$625,110
0.01% of portfolio
|
Q4 2023
Added 5.24%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
19,972
shares
|
$621,129
0.29% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,718
shares
|
$613,229
0.5% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
19,589
shares
|
$609,217
0.06% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
19,526
shares
|
$607,258
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
19,430
shares
|
$604,273
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
19,193
shares
|
$596,902
0.05% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
19,050
shares
|
$592,455
0.13% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
19,047
shares
|
$592,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
18,874
shares
|
$586,981
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
18,827
shares
|
$585,519
1.03% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
18,255
shares
|
$567,730
0.36% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
17,833
shares
|
$554,606
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
17,768
shares
|
$552,584
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,081
shares
|
$531,219
0.01% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
17,050
shares
|
$530,255
0.07% of portfolio
|
Q1 2024
New holding
|