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 |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
81,292
shares
|
$2.56 Million
0.99% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
79,304
shares
|
$2.5 Million
0.48% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
79,164
shares
|
$2.5 Million
0.25% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
79,023
shares
|
$2.49 Million
0.95% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
76,879
shares
|
$2.42 Million
2.03% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,830
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.36 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
74,664
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
74,313
shares
|
$2.34 Million
1.44% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
74,072
shares
|
$2.34 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
73,516
shares
|
$2.32 Million
0.76% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
72,521
shares
|
$2.29 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
72,261
shares
|
$2.28 Million
0.54% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
70,138
shares
|
$2.21 Million
0.16% of portfolio
|
Q4 2024
Added 250.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
69,551
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
69,275
shares
|
$2.18 Million
0.5% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
69,011
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
68,855
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
63,790
shares
|
$2.01 Million
0.43% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
62,562
shares
|
$1.97 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
61,562
shares
|
$1.94 Million
0.41% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
60,606
shares
|
$1.91 Million
0.57% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
59,652
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
59,325
shares
|
$1.87 Million
1.24% of portfolio
|
Q4 2024
Reduced 6.47%
|