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 420 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
140,699
shares
|
$3.59 Million
2.95% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
139,121
shares
|
$3.55 Million
0.54% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
136,582
shares
|
$3.48 Million
2.03% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
135,679
shares
|
$3.46 Million
0.77% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
134,073
shares
|
$3.42 Million
1.03% of portfolio
|
Q1 2025
Added 47.78%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
130,265
shares
|
$3.32 Million
0.4% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$3.32 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
128,972
shares
|
$3.29 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
125,367
shares
|
$3.2 Million
0.89% of portfolio
|
Q4 2024
Added 73.49%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
121,840
shares
|
$3.11 Million
1.24% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
118,220
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Added 55.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
116,676
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
114,814
shares
|
$2.93 Million
2.91% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
114,802
shares
|
$2.93 Million
3.33% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
114,691
shares
|
$2.92 Million
1.16% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
114,527
shares
|
$2.92 Million
3.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
113,336
shares
|
$2.89 Million
0.09% of portfolio
|
Q1 2025
Added 140.71%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
113,180
shares
|
$2.88 Million
2.65% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
112,099
shares
|
$2.86 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
111,811
shares
|
$2.85 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
111,151
shares
|
$2.83 Million
0.5% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
105,731
shares
|
$2.7 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
102,785
shares
|
$2.62 Million
2.42% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
96,887
shares
|
$2.47 Million
1.99% of portfolio
|
Q4 2024
Added 24.19%
|