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 8.27 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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
27,341
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
25,781
shares
|
$0
0.14% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,819
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
20,279
shares
|
$0
0.37% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,288
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
18,021
shares
|
$0
0.39% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
17,655
shares
|
$0
0.61% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
17,149
shares
|
$0
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
16,989
shares
|
$0
0.24% of portfolio
|
Q3 2025
Added 36.24%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
16,093
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 28.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,385
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
14,651
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
14,647
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
13,570
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
13,280
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,196
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
13,084
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 60.47%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
12,925
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
12,840
shares
|
$0
0.33% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
12,616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,211
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
11,135
shares
|
$0
0.1% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,847
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,643
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,581
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 11.52%
|
|