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 |
|---|---|---|---|---|---|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
12,645
shares
|
$393,259
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,431
shares
|
$386,604
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,364
shares
|
$384,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
12,216
shares
|
$379,917
0.0% of portfolio
|
Q4 2024
Reduced 79.02%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,907
shares
|
$370,307
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,053
shares
|
$343,748
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
11,039
shares
|
$343,312
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
10,733
shares
|
$333,796
0.03% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,339
shares
|
$321,542
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
10,334
shares
|
$321,387
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$308,387
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
9,889
shares
|
$307,547
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
|
$306,086
0.01% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,808
shares
|
$305,028
0.01% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,796
shares
|
$304,655
0.01% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,673
shares
|
$300,830
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
9,663
shares
|
$300,519
0.05% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
9,500
shares
|
$295,450
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
9,351
shares
|
$290,816
0.07% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
9,306
shares
|
$289,416
0.1% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
9,142
shares
|
$284,316
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,009
shares
|
$280,179
0.0% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,860
shares
|
$275,546
0.0% of portfolio
|
Q3 2024
Reduced 89.25%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,783
shares
|
$273,151
0.02% of portfolio
|
Q4 2024
Added 43.98%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
8,732
shares
|
$271,565
0.18% of portfolio
|
Q4 2024
New holding
|