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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
308,912
shares
|
$9.7 Million
4.36% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
307,219
shares
|
$9.65 Million
3.95% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
304,992
shares
|
$9.58 Million
1.59% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
304,365
shares
|
$9.56 Million
5.51% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
304,225
shares
|
$9.55 Million
0.31% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
299,431
shares
|
$9.4 Million
0.08% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
295,955
shares
|
$9.29 Million
2.66% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
286,787
shares
|
$9.01 Million
0.12% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
280,173
shares
|
$8.8 Million
2.91% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
274,857
shares
|
$8.63 Million
3.88% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
274,231
shares
|
$8.61 Million
3.94% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
272,041
shares
|
$8.54 Million
1.18% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
265,995
shares
|
$8.35 Million
0.56% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
264,714
shares
|
$8.31 Million
0.13% of portfolio
|
Q3 2025
Added 72.34%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
264,068
shares
|
$8.29 Million
0.81% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
260,564
shares
|
$8.18 Million
2.11% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
250,903
shares
|
$7.88 Million
0.02% of portfolio
|
Q3 2025
Added 435.85%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
239,196
shares
|
$7.51 Million
6.62% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
231,864
shares
|
$7.28 Million
4.85% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
231,114
shares
|
$7.26 Million
4.26% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
211,004
shares
|
$6.63 Million
0.02% of portfolio
|
Q3 2025
Added 64.61%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
207,057
shares
|
$6.5 Million
1.61% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
196,818
shares
|
$6.18 Million
4.62% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
192,046
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
189,316
shares
|
$5.94 Million
3.74% of portfolio
|
Q3 2025
Added 18.27%
|
|