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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
188,080
shares
|
$5.93 Million
0.07% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
186,819
shares
|
$5.89 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
179,884
shares
|
$5.67 Million
0.96% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
178,369
shares
|
$5.63 Million
5.28% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
175,498
shares
|
$5.54 Million
1.67% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.47 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
169,460
shares
|
$5.34 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
168,822
shares
|
$5.32 Million
0.58% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
165,149
shares
|
$5.21 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
157,769
shares
|
$4.98 Million
0.99% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
151,805
shares
|
$4.79 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
148,899
shares
|
$4.7 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
148,320
shares
|
$4.68 Million
1.15% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
143,289
shares
|
$4.52 Million
0.92% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$4.11 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
129,432
shares
|
$4.08 Million
0.91% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
129,246
shares
|
$4.08 Million
0.1% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
128,972
shares
|
$4.07 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
128,129
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 41.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
127,916
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
127,626
shares
|
$4.03 Million
0.77% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
122,510
shares
|
$3.86 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
121,840
shares
|
$3.84 Million
1.24% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
119,340
shares
|
$3.76 Million
2.02% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
118,256
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|