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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
45,709
shares
|
$1.44 Million
0.97% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
45,248
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
44,944
shares
|
$1.41 Million
1.1% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
44,835
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Added 224.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
44,400
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,290
shares
|
$1.39 Million
0.32% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
44,057
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
43,942
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
42,959
shares
|
$1.35 Million
0.64% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
42,923
shares
|
$1.35 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
42,341
shares
|
$1.33 Million
0.65% of portfolio
|
Q2 2025
Added 142.67%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
41,853
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
41,382
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
41,215
shares
|
$1.29 Million
0.87% of portfolio
|
Q4 2022
Added 119.85%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
41,196
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
40,975
shares
|
$1.29 Million
0.69% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
40,713
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
40,539
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
40,108
shares
|
$1.26 Million
0.55% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
39,471
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 117.9%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
38,989
shares
|
$1.22 Million
0.72% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
38,886
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
38,192
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
37,731
shares
|
$1.18 Million
0.43% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
37,663
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|