Institutional Ownership Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,401,029
shares
|
$421 Million
2.39% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
6,510,973
shares
|
$204 Million
2.11% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
5,613,124
shares
|
$176 Million
5.31% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,143,179
shares
|
$161 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,458,191
shares
|
$109 Million
0.18% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,449,699
shares
|
$108 Million
2.18% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,730,548
shares
|
$85.7 Million
0.34% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,539,420
shares
|
$79.7 Million
0.96% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,427,771
shares
|
$76.2 Million
3.9% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,259,928
shares
|
$71 Million
1.0% of portfolio
|
Q3 2025
Added 70.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,089,903
shares
|
$65.6 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,020,335
shares
|
$63.4 Million
0.02% of portfolio
|
Q3 2025
Added 62.97%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,981,127
shares
|
$62.2 Million
0.05% of portfolio
|
Q3 2025
Added 42.27%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
1,972,858
shares
|
$61.9 Million
7.81% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,903,813
shares
|
$59.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,888,085
shares
|
$59.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,772,752
shares
|
$55.7 Million
0.02% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,617,452
shares
|
$50.8 Million
1.73% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,552,465
shares
|
$48.7 Million
0.02% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,524,023
shares
|
$47.9 Million
0.59% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,482,678
shares
|
$46.6 Million
0.48% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,457,899
shares
|
$45.8 Million
0.0% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,378,430
shares
|
$43.3 Million
0.93% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,359,377
shares
|
$42.7 Million
6.21% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
1,351,026
shares
|
$42.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.74%
|
|