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 |
|---|---|---|---|---|---|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
26,078
shares
|
$818,849
0.16% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
26,064
shares
|
$818,409
0.41% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
25,757
shares
|
$808,769
0.34% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
25,194
shares
|
$791,091
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
25,090
shares
|
$787,826
0.18% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
24,994
shares
|
$784,811
0.33% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
24,804
shares
|
$778,845
0.3% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
24,796
shares
|
$778,594
0.02% of portfolio
|
Q4 2025
Reduced 25.42%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
24,747
shares
|
$777,055
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
24,447
shares
|
$767,635
0.02% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
24,251
shares
|
$761,481
0.0% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
24,214
shares
|
$760,319
0.25% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
24,132
shares
|
$757,744
0.03% of portfolio
|
Q3 2025
Reduced 47.59%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
23,793
shares
|
$747,100
0.08% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
23,450
shares
|
$736,330
0.0% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
23,312
shares
|
$731,996
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
23,271
shares
|
$730,709
0.01% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
23,256
shares
|
$730,238
0.34% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
23,173
shares
|
$727,632
0.64% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
23,088
shares
|
$724,963
0.04% of portfolio
|
Q4 2025
Reduced 17.58%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
23,077
shares
|
$724,617
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
23,021
shares
|
$722,859
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
22,941
shares
|
$720,347
0.63% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
22,821
shares
|
$716,579
0.26% of portfolio
|
Q4 2025
Added 6.33%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
22,783
shares
|
$715,386
0.28% of portfolio
|
Q3 2025
New holding
|
|