Institutional Ownership Dimensional ETF Tr Dimensional (DFSB)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSB). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 4.52 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,079,367
shares
|
$0
15.82% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
456,237
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
212,910
shares
|
$0
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
142,143
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
137,155
shares
|
$0
5.79% of portfolio
|
Q4 2024
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
136,344
shares
|
$0
5.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
106,239
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
85,306
shares
|
$0
3.04% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
80,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
78,640
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
61,802
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
58,952
shares
|
$0
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,284
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
51,641
shares
|
$0
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,673
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,530
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
40,897
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 75.67%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
38,913
shares
|
$0
0.49% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
35,598
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
30,362
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,488
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
26,790
shares
|
$0
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
24,320
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
23,015
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
22,536
shares
|
$0
0.15% of portfolio
|
Q4 2024
Added 341.62%
|