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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
186,570
shares
|
$5.86 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
184,093
shares
|
$5.78 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
184,067
shares
|
$5.78 Million
0.41% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
180,376
shares
|
$5.66 Million
1.6% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
177,008
shares
|
$5.56 Million
1.18% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
175,498
shares
|
$5.51 Million
1.67% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
175,364
shares
|
$5.51 Million
2.69% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
173,454
shares
|
$5.45 Million
1.33% of portfolio
|
Q4 2022
Added 96.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
173,196
shares
|
$5.44 Million
0.12% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
173,018
shares
|
$5.43 Million
2.31% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
169,260
shares
|
$5.31 Million
3.38% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
165,909
shares
|
$5.21 Million
2.05% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
162,139
shares
|
$5.09 Million
0.94% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
154,980
shares
|
$4.87 Million
1.39% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
154,870
shares
|
$4.86 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
152,343
shares
|
$4.78 Million
2.85% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
151,619
shares
|
$4.76 Million
2.58% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
148,318
shares
|
$4.66 Million
1.61% of portfolio
|
Q3 2025
Added 493.37%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
147,289
shares
|
$4.62 Million
1.19% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
143,039
shares
|
$4.49 Million
1.43% of portfolio
|
Q2 2025
Added 110.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
141,766
shares
|
$4.45 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
139,022
shares
|
$4.37 Million
1.05% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
135,513
shares
|
$4.26 Million
0.55% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
135,467
shares
|
$4.25 Million
2.94% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
134,521
shares
|
$4.22 Million
0.52% of portfolio
|
Q3 2025
Added 0.22%
|
|