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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,115
shares
|
$35,167
0.0% of portfolio
|
Q3 2022
Added 68.94%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,013
shares
|
$31,950
0.0% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,011
shares
|
$31,886
0.0% of portfolio
|
Q4 2024
Added 696.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
987
shares
|
$31,129
0.01% of portfolio
|
Q4 2022
Reduced 18.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
950
shares
|
$29,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
912
shares
|
$28,764
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
912
shares
|
$28,764
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
900
shares
|
$28,386
0.0% of portfolio
|
Q2 2024
Reduced 39.88%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
895
shares
|
$28,228
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
823
shares
|
$25,957
0.0% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
719
shares
|
$22,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
680
shares
|
$21,447
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
555
shares
|
$17,504
0.0% of portfolio
|
Q4 2024
Added 98.21%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
516
shares
|
$16,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
436
shares
|
$13,751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
410
shares
|
$12,931
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
372
shares
|
$11,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
368
shares
|
$11,606
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
352
shares
|
$11,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
307
shares
|
$9,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
272
shares
|
$8,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
198
shares
|
$6,244
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
155
shares
|
$4,888
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
150
shares
|
$4,731
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
138
shares
|
$4,352
0.0% of portfolio
|
Q1 2024
Reduced 35.81%
|