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 416 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
127,626
shares
|
$3.57 Million
0.77% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
125,367
shares
|
$3.51 Million
0.89% of portfolio
|
Q4 2024
Added 73.49%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
122,510
shares
|
$3.43 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
121,840
shares
|
$3.41 Million
1.24% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
118,220
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
Added 55.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
116,676
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
114,814
shares
|
$3.21 Million
2.91% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
114,802
shares
|
$3.21 Million
3.33% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
114,691
shares
|
$3.21 Million
1.16% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
114,527
shares
|
$3.2 Million
3.37% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
114,438
shares
|
$3.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
113,180
shares
|
$3.16 Million
2.65% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.15 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
112,099
shares
|
$3.13 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
111,811
shares
|
$3.13 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
111,151
shares
|
$3.11 Million
0.5% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
110,630
shares
|
$3.09 Million
0.7% of portfolio
|
Q4 2024
Added 37.18%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
105,731
shares
|
$2.96 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
96,887
shares
|
$2.71 Million
1.99% of portfolio
|
Q4 2024
Added 24.19%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
96,492
shares
|
$2.7 Million
0.32% of portfolio
|
Q4 2024
Added 37.65%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
94,109
shares
|
$2.63 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
92,745
shares
|
$2.59 Million
2.32% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
90,722
shares
|
$2.54 Million
0.78% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
89,170
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.48 Million
1.58% of portfolio
|
Q3 2022
New holding
|