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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
9,950
shares
|
$312,430
0.23% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,932
shares
|
$311,864
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
9,926
shares
|
$311,676
0.13% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$311,362
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,819
shares
|
$308,316
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
9,542
shares
|
$299,618
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
9,360
shares
|
$293,904
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
9,301
shares
|
$292,051
0.07% of portfolio
|
Q4 2025
Added 9.95%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
9,129
shares
|
$286,650
0.04% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
8,772
shares
|
$275,440
0.3% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,685
shares
|
$272,709
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
8,666
shares
|
$272,112
0.06% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,646
shares
|
$271,484
0.01% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
8,621
shares
|
$270,699
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
8,600
shares
|
$270,040
0.05% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
8,544
shares
|
$268,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
8,509
shares
|
$267,182
0.01% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
8,483
shares
|
$266,366
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,478
shares
|
$266,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$256,318
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
8,045
shares
|
$252,613
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,019
shares
|
$251,796
0.0% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
7,981
shares
|
$250,603
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
7,958
shares
|
$249,881
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
7,763
shares
|
$243,758
0.13% of portfolio
|
Q3 2025
Added 0.45%
|
|