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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
36,202
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Added 269.45%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
36,195
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2025
Added 5785.37%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
35,905
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
35,900
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 24.17%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
35,408
shares
|
$1.11 Million
0.82% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
34,467
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
33,328
shares
|
$1.05 Million
0.67% of portfolio
|
Q3 2025
Added 69.81%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
33,246
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
33,086
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
32,467
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
32,265
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
32,238
shares
|
$1.01 Million
0.57% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
32,183
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
31,809
shares
|
$998,802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
31,589
shares
|
$991,894
0.87% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
30,851
shares
|
$968,721
0.06% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
30,799
shares
|
$967,088
0.47% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,916
shares
|
$939,362
0.01% of portfolio
|
Q3 2025
Added 44.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
29,482
shares
|
$925,734
0.03% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
29,415
shares
|
$923,631
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
28,142
shares
|
$883,658
0.51% of portfolio
|
Q2 2025
Added 44.13%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
28,011
shares
|
$879,545
0.05% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
27,919
shares
|
$876,656
0.35% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
27,743
shares
|
$871,130
0.39% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
27,715
shares
|
$870,251
0.46% of portfolio
|
Q3 2025
Added 1.08%
|
|