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 |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
434,313
shares
|
$13.6 Million
6.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
426,285
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
420,357
shares
|
$13.2 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
403,900
shares
|
$12.7 Million
11.62% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
402,346
shares
|
$12.6 Million
4.2% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
402,287
shares
|
$12.6 Million
8.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
393,352
shares
|
$12.4 Million
3.45% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
392,049
shares
|
$12.3 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
390,715
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
386,604
shares
|
$12.1 Million
1.54% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
365,135
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
363,976
shares
|
$11.4 Million
1.82% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
354,071
shares
|
$11.1 Million
7.2% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
350,953
shares
|
$11 Million
7.37% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
342,589
shares
|
$10.8 Million
0.4% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
333,662
shares
|
$10.5 Million
4.11% of portfolio
|
Q3 2025
Added 28.59%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
333,662
shares
|
$10.5 Million
4.19% of portfolio
|
Q3 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
332,441
shares
|
$10.4 Million
2.61% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
330,848
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
328,564
shares
|
$10.3 Million
0.81% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
328,564
shares
|
$10.3 Million
0.15% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
326,860
shares
|
$10.3 Million
7.84% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
316,121
shares
|
$9.93 Million
2.84% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
315,731
shares
|
$9.91 Million
0.05% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
314,894
shares
|
$9.89 Million
0.6% of portfolio
|
Q3 2025
Added 1.42%
|
|