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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
58,275
shares
|
$1.84 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
57,953
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
57,249
shares
|
$1.81 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
56,022
shares
|
$1.77 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
55,897
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
55,509
shares
|
$1.75 Million
0.07% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
51,597
shares
|
$1.63 Million
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
51,374
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
50,633
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 123.64%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
49,630
shares
|
$1.57 Million
0.58% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
48,582
shares
|
$1.53 Million
0.66% of portfolio
|
Q4 2024
Added 627.49%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
47,466
shares
|
$1.5 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
47,084
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
46,357
shares
|
$1.46 Million
0.71% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
45,793
shares
|
$1.44 Million
1.22% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
45,673
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.4 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
43,020
shares
|
$1.36 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
41,215
shares
|
$1.3 Million
0.87% of portfolio
|
Q4 2022
Added 119.85%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
41,146
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
41,102
shares
|
$1.3 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
40,049
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
39,299
shares
|
$1.24 Million
0.73% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
38,744
shares
|
$1.22 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
38,647
shares
|
$1.22 Million
0.46% of portfolio
|
Q4 2024
Reduced 6.05%
|