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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
888,800
shares
|
$28 Million
3.48% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
886,385
shares
|
$28 Million
1.98% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
854,227
shares
|
$26.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
839,191
shares
|
$26.5 Million
6.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
825,065
shares
|
$26 Million
3.77% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
785,184
shares
|
$24.8 Million
8.83% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
771,493
shares
|
$24.3 Million
1.06% of portfolio
|
Q3 2022
Added 46.27%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
766,066
shares
|
$24.2 Million
8.65% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,553
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
737,661
shares
|
$23.3 Million
10.28% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
720,819
shares
|
$22.7 Million
6.34% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
707,797
shares
|
$22.3 Million
7.34% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
679,194
shares
|
$21.4 Million
6.86% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
663,624
shares
|
$20.9 Million
1.18% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
662,806
shares
|
$20.9 Million
0.05% of portfolio
|
Q3 2024
Added 26.34%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
661,611
shares
|
$20.9 Million
8.2% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
655,596
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
638,624
shares
|
$20.1 Million
8.19% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
633,817
shares
|
$20 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
626,431
shares
|
$19.8 Million
13.13% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
599,963
shares
|
$18.9 Million
0.42% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
588,317
shares
|
$18.6 Million
0.05% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
568,749
shares
|
$17.9 Million
1.64% of portfolio
|
Q4 2023
Added 12.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
564,427
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2024
Added 31.66%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
539,489
shares
|
$17 Million
4.68% of portfolio
|
Q4 2024
Added 3.18%
|