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 91 institutions that hold shares in the stock, with a total of 4.71 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 |
|---|---|---|---|---|---|
| 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
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
147,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
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 |
Apr 22, 2025 Q1 2025 |
135,168
shares
|
$0
4.36% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
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%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
65,863
shares
|
$0
2.5% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
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%
|
|
|
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 |
Apr 23, 2025 Q1 2025 |
40,428
shares
|
$0
0.51% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
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
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
24,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
24,320
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.24%
|