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 496 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
37,663
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
36,202
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Added 269.45%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
36,195
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2025
Added 5785.37%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
35,905
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
35,900
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 24.17%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
35,872
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2025
Added 4.08%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
35,408
shares
|
$1.11 Million
0.82% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
33,897
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2025
Added 10.06%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
33,328
shares
|
$1.05 Million
0.67% of portfolio
|
Q3 2025
Added 69.81%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
32,852
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
32,467
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
32,265
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
32,183
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
31,809
shares
|
$998,802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
31,567
shares
|
$991,203
0.65% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
30,851
shares
|
$968,721
0.06% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$923,631
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
28,142
shares
|
$883,658
0.51% of portfolio
|
Q2 2025
Added 44.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
27,919
shares
|
$876,656
0.35% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
27,743
shares
|
$871,130
0.39% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
27,715
shares
|
$870,251
0.46% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
27,487
shares
|
$863,091
0.03% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,343
shares
|
$858,570
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,977
shares
|
$847,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
26,960
shares
|
$846,544
0.35% of portfolio
|
Q3 2025
Reduced 7.33%
|
|