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 $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
59,434
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
59,012
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
58,713
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.7%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
58,711
shares
|
$1.84 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
58,270
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
57,823
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
55,937
shares
|
$1.76 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
55,880
shares
|
$1.75 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
52,805
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 116.73%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
51,706
shares
|
$1.62 Million
0.82% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
51,302
shares
|
$1.61 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
48,836
shares
|
$1.53 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
48,297
shares
|
$1.52 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
48,267
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
48,134
shares
|
$1.51 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
47,824
shares
|
$1.5 Million
0.98% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
47,661
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 18.49%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
47,539
shares
|
$1.49 Million
0.66% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
47,140
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
47,083
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2025
Reduced 90.5%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
47,071
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Added 132.23%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
46,914
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
46,732
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
46,223
shares
|
$1.45 Million
0.29% of portfolio
|
Q2 2025
Added 327.99%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
45,992
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 9.72%
|
|