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 103 institutions that hold shares in the stock, with a total of 8.32 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 |
Nov 12, 2025 Q3 2025 |
2,253,647
shares
|
$0
17.27% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,598,929
shares
|
$0
4.13% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
616,903
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1327.82%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
515,112
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 5.76%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
334,101
shares
|
$0
9.2% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
329,164
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
220,809
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
204,486
shares
|
$0
2.3% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
159,833
shares
|
$0
5.4% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
159,752
shares
|
$0
3.47% of portfolio
|
Q3 2025
Added 24.36%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
159,587
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 20, 2026 Q4 2025 |
159,556
shares
|
$0
3.84% of portfolio
|
Q4 2025
Added 9.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
119,185
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
115,930
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
109,449
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
92,782
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
92,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 75.68%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
86,878
shares
|
$0
2.28% of portfolio
|
Q4 2025
Added 2.74%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
71,624
shares
|
$0
2.0% of portfolio
|
Q4 2025
Reduced 19.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
63,667
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
51,565
shares
|
$0
0.52% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42,198
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 43.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
41,277
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
39,055
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
28,619
shares
|
$0
0.41% of portfolio
|
Q3 2025
Added 19.74%
|
|