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 73 institutions that hold shares in the stock, with a total of 3.96 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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,693
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,657
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,592
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,360
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
3,958
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
3,954
shares
|
$0
0.14% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
3,870
shares
|
$0
0.07% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,085
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,020
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,968
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,901
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,797
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
946
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 31.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
907
shares
|
$0
0.04% of portfolio
|
Q3 2024
Reduced 30.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
789
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
642
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
562
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
491
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
394
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
336
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
299
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 58.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
61
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
48
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|