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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,953
shares
|
$438,124
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
13,939
shares
|
$437,684
0.02% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,912
shares
|
$436,836
0.01% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,839
shares
|
$434,544
0.0% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
13,500
shares
|
$423,900
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
13,461
shares
|
$422,675
0.23% of portfolio
|
Q3 2025
Added 64.22%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
13,345
shares
|
$419,033
0.07% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
13,215
shares
|
$414,951
0.63% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,952
shares
|
$406,692
0.22% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
12,829
shares
|
$402,830
0.01% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
12,569
shares
|
$394,666
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
12,504
shares
|
$392,625
0.07% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,431
shares
|
$390,333
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
12,200
shares
|
$383,080
0.06% of portfolio
|
Q3 2025
Reduced 39.92%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
11,816
shares
|
$371,022
0.03% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
11,664
shares
|
$366,249
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
11,612
shares
|
$364,616
0.18% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,085
shares
|
$348,069
0.25% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
10,831
shares
|
$340,093
0.23% of portfolio
|
Q3 2025
Added 26.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
10,721
shares
|
$336,639
0.08% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10,383
shares
|
$326,026
0.09% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,368
shares
|
$325,555
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,040
shares
|
$315,256
0.02% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
9,950
shares
|
$312,430
0.23% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,932
shares
|
$311,864
0.04% of portfolio
|
Q2 2025
New holding
|
|