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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
10,222
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
10,192
shares
|
$0
0.22% of portfolio
|
Q1 2023
Added 302.05%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
10,058
shares
|
$0
0.31% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
9,937
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
9,869
shares
|
$0
0.13% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,034
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
8,624
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
8,164
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 54.71%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
8,144
shares
|
$0
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
8,006
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
7,997
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,421
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,408
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.32%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
7,053
shares
|
$0
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,765
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
6,759
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,693
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.11%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
6,495
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,281
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,914
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,785
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 48.26%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
5,654
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,724
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,661
shares
|
$0
0.0% of portfolio
|
Q1 2025
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%
|
|