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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
4,524
shares
|
$0
0.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
4,370
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
4,093
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
3,960
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,955
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,878
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 89.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,461
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
3,163
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,085
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,746
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 236.93%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,506
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,293
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,845
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,305
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,202
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 82.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
970
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
946
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 31.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
907
shares
|
$0
0.04% of portfolio
|
Q3 2024
Reduced 30.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
849
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
465
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
435
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
299
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 58.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
150
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 94.41%
|
|