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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
17,483
shares
|
$548,966
0.19% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
17,120
shares
|
$537,568
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,116
shares
|
$537,442
0.08% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
17,009
shares
|
$534,082
0.32% of portfolio
|
Q1 2023
Added 4.52%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
16,569
shares
|
$520,266
0.01% of portfolio
|
Q3 2025
Added 95.76%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16,491
shares
|
$517,817
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
16,405
shares
|
$515,117
0.2% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
16,358
shares
|
$513,641
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
16,190
shares
|
$508,366
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,160
shares
|
$507,424
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
16,113
shares
|
$505,948
0.22% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
16,014
shares
|
$502,839
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
15,861
shares
|
$498,035
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
15,854
shares
|
$497,815
0.17% of portfolio
|
Q2 2025
Added 28.52%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
15,645
shares
|
$491,253
0.17% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
15,348
shares
|
$481,927
0.32% of portfolio
|
Q3 2025
Reduced 43.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,042
shares
|
$472,318
0.02% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
15,001
shares
|
$471,031
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
14,897
shares
|
$467,765
0.15% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
14,497
shares
|
$455,205
0.02% of portfolio
|
Q3 2025
Reduced 32.45%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,478
shares
|
$454,609
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,331
shares
|
$449,993
0.41% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,249
shares
|
$447,418
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
14,236
shares
|
$447,010
0.24% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
14,153
shares
|
$444,404
0.1% of portfolio
|
Q2 2025
Reduced 32.21%
|
|