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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
14,757
shares
|
$465,435
0.13% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
14,266
shares
|
$449,949
0.15% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
14,087
shares
|
$444,303
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,953
shares
|
$440,077
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,912
shares
|
$438,784
0.01% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
13,187
shares
|
$415,917
0.08% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
13,045
shares
|
$411,439
0.0% of portfolio
|
Q3 2024
Added 27.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,901
shares
|
$406,897
0.01% of portfolio
|
Q2 2024
Added 31.91%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,877
shares
|
$406,140
0.02% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
12,855
shares
|
$405,446
0.17% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
12,747
shares
|
$402,040
0.04% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,431
shares
|
$392,073
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
12,368
shares
|
$390,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
12,216
shares
|
$385,292
0.0% of portfolio
|
Q4 2024
Reduced 79.02%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,907
shares
|
$375,546
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,639
shares
|
$367,094
0.03% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,053
shares
|
$348,611
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
11,039
shares
|
$348,170
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,339
shares
|
$326,092
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
10,334
shares
|
$325,934
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$312,750
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
9,889
shares
|
$311,899
0.23% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,842
shares
|
$310,416
0.01% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,808
shares
|
$309,344
0.01% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
9,663
shares
|
$304,771
0.05% of portfolio
|
Q4 2024
Reduced 2.47%
|