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 76 institutions that hold shares in the stock, with a total of 4.03 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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,596
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 270.08%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
13,074
shares
|
$0
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
12,610
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,604
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 50.89%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12,127
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
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%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
10,490
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,246
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
10,192
shares
|
$0
0.22% of portfolio
|
Q1 2023
Added 302.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$0
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
9,559
shares
|
$0
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
8,688
shares
|
$0
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
8,504
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
8,239
shares
|
$0
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,408
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,558
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,487
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
6,335
shares
|
$0
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
5,317
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
5,075
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,959
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
4,928
shares
|
$0
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,917
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.57%
|