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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
22,334
shares
|
$701,287
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
21,772
shares
|
$683,640
0.18% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
21,221
shares
|
$666,339
0.4% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
20,717
shares
|
$650,513
0.08% of portfolio
|
Q4 2025
Reduced 11.0%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
20,679
shares
|
$649,320
0.08% of portfolio
|
Q3 2025
Added 56.85%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
20,672
shares
|
$649,100
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
20,327
shares
|
$638,267
0.38% of portfolio
|
Q2 2025
Added 16032.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
20,110
shares
|
$631,454
0.0% of portfolio
|
Q3 2025
Added 91.86%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
19,933
shares
|
$625,896
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
19,781
shares
|
$621,123
0.34% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
19,641
shares
|
$616,727
0.07% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
19,544
shares
|
$613,681
0.1% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
19,491
shares
|
$612,017
0.01% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
19,232
shares
|
$603,884
0.27% of portfolio
|
Q3 2025
Reduced 49.16%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
19,182
shares
|
$602,314
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
19,123
shares
|
$600,462
0.41% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
19,113
shares
|
$600,148
0.16% of portfolio
|
Q4 2025
Reduced 49.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
19,082
shares
|
$599,174
0.0% of portfolio
|
Q3 2025
Reduced 23.19%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
18,841
shares
|
$591,607
0.33% of portfolio
|
Q2 2025
Added 1030.23%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
18,375
shares
|
$576,975
0.35% of portfolio
|
Q3 2025
Added 26.3%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
18,159
shares
|
$570,192
0.26% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
18,153
shares
|
$570,004
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
17,913
shares
|
$562,468
0.23% of portfolio
|
Q4 2025
Reduced 12.31%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
17,891
shares
|
$561,777
0.34% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
17,483
shares
|
$548,966
0.19% of portfolio
|
Q3 2025
Reduced 17.53%
|
|