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 |
|---|---|---|---|---|---|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
9,926
shares
|
$311,676
0.13% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$311,362
0.04% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,819
shares
|
$308,316
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
9,542
shares
|
$299,618
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
9,360
shares
|
$293,904
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
9,205
shares
|
$289,037
0.28% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
9,129
shares
|
$286,650
0.04% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,118
shares
|
$286,305
0.01% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
8,772
shares
|
$275,440
0.3% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,685
shares
|
$272,709
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
8,666
shares
|
$272,112
0.06% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,646
shares
|
$271,484
0.01% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
8,621
shares
|
$270,699
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
8,600
shares
|
$270,040
0.05% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,544
shares
|
$268,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
8,509
shares
|
$267,182
0.01% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
8,483
shares
|
$266,366
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,478
shares
|
$266,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
8,459
shares
|
$265,612
0.07% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,163
shares
|
$256,318
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
8,045
shares
|
$252,613
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,019
shares
|
$251,796
0.0% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
7,958
shares
|
$249,881
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
7,763
shares
|
$243,758
0.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
7,750
shares
|
$243,350
0.13% of portfolio
|
Q2 2025
Reduced 34.01%
|
|