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 402 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
306,211
shares
|
$9.52 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
301,298
shares
|
$9.37 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
300,957
shares
|
$9.36 Million
0.0% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
295,916
shares
|
$9.2 Million
1.88% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
293,912
shares
|
$9.14 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
293,404
shares
|
$9.12 Million
4.81% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
279,462
shares
|
$8.69 Million
0.01% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
278,536
shares
|
$8.66 Million
0.76% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
277,530
shares
|
$8.63 Million
0.05% of portfolio
|
Q4 2024
Added 43.22%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
272,002
shares
|
$8.46 Million
2.72% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
269,456
shares
|
$8.38 Million
4.23% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
268,325
shares
|
$8.34 Million
5.29% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
263,108
shares
|
$8.18 Million
5.16% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
256,663
shares
|
$7.98 Million
1.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
255,781
shares
|
$7.95 Million
3.97% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
249,848
shares
|
$7.77 Million
2.75% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
246,954
shares
|
$7.68 Million
2.85% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
245,754
shares
|
$7.64 Million
2.94% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
233,708
shares
|
$7.27 Million
2.02% of portfolio
|
Q4 2024
Reduced 62.83%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
226,585
shares
|
$7.05 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
212,791
shares
|
$6.62 Million
1.84% of portfolio
|
Q4 2024
Added 105.89%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
204,677
shares
|
$6.37 Million
2.39% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
196,818
shares
|
$6.12 Million
4.62% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
193,100
shares
|
$6.01 Million
1.23% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
189,795
shares
|
$5.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.02%
|