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 |
|---|---|---|---|---|---|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
647,601
shares
|
$20.3 Million
4.07% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
636,703
shares
|
$20 Million
0.95% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
635,916
shares
|
$20 Million
12.34% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
628,875
shares
|
$19.7 Million
0.83% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
592,314
shares
|
$18.6 Million
2.08% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
574,946
shares
|
$18.1 Million
4.45% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
568,749
shares
|
$17.9 Million
1.64% of portfolio
|
Q4 2023
Added 12.92%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
559,696
shares
|
$17.6 Million
6.8% of portfolio
|
Q3 2025
Reduced 32.34%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
558,712
shares
|
$17.5 Million
0.14% of portfolio
|
Q3 2025
Added 495.8%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
556,533
shares
|
$17.5 Million
0.73% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
544,973
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.98%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
542,265
shares
|
$17 Million
0.49% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
531,668
shares
|
$16.7 Million
0.0% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
510,370
shares
|
$16 Million
2.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
502,244
shares
|
$15.8 Million
7.73% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
500,653
shares
|
$15.7 Million
3.29% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
496,998
shares
|
$15.6 Million
5.57% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
485,385
shares
|
$15.2 Million
0.17% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
483,817
shares
|
$15.2 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
481,236
shares
|
$15.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
452,353
shares
|
$14.2 Million
5.86% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
440,885
shares
|
$13.8 Million
0.3% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
440,344
shares
|
$13.8 Million
2.33% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
439,551
shares
|
$13.8 Million
2.43% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
438,204
shares
|
$13.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.18%
|
|