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 |
|---|---|---|---|---|---|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,283,027
shares
|
$40.3 Million
3.74% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,113,302
shares
|
$35 Million
0.31% of portfolio
|
Q3 2025
Added 433.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,076,334
shares
|
$33.8 Million
0.18% of portfolio
|
Q2 2023
Reduced 6.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,005,881
shares
|
$31.6 Million
3.75% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,000,208
shares
|
$31.4 Million
0.05% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
962,298
shares
|
$30.2 Million
0.05% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
952,699
shares
|
$29.9 Million
1.94% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
922,893
shares
|
$29 Million
6.18% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
908,165
shares
|
$28.5 Million
0.01% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
907,100
shares
|
$28.5 Million
2.97% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
879,951
shares
|
$27.6 Million
0.03% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
876,671
shares
|
$27.5 Million
1.72% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
854,981
shares
|
$26.8 Million
6.83% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
851,923
shares
|
$26.8 Million
7.38% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
845,116
shares
|
$26.5 Million
8.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
831,144
shares
|
$26.1 Million
9.03% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
821,691
shares
|
$25.8 Million
3.98% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
771,493
shares
|
$24.2 Million
1.06% of portfolio
|
Q3 2022
Added 46.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,553
shares
|
$23.8 Million
0.03% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
746,535
shares
|
$23.4 Million
8.25% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
727,889
shares
|
$22.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
715,559
shares
|
$22.5 Million
3.64% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
715,559
shares
|
$22.5 Million
4.41% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
690,490
shares
|
$21.7 Million
5.48% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
661,506
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.84%
|
|