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 |
|---|---|---|---|---|---|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
94,109
shares
|
$2.4 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
92,225
shares
|
$2.35 Million
0.96% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
89,170
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
88,810
shares
|
$2.26 Million
0.6% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.26 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
88,696
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 39.85%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
87,581
shares
|
$2.23 Million
0.59% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
87,246
shares
|
$2.22 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
84,572
shares
|
$2.16 Million
1.38% of portfolio
|
Q4 2024
Added 401.97%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
83,917
shares
|
$2.14 Million
0.03% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
83,074
shares
|
$2.12 Million
1.73% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
82,905
shares
|
$2.11 Million
1.75% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
81,944
shares
|
$2.09 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
79,304
shares
|
$2.02 Million
0.48% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
79,164
shares
|
$2.02 Million
0.25% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
77,109
shares
|
$1.97 Million
0.76% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$1.91 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
74,313
shares
|
$1.89 Million
1.44% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
74,072
shares
|
$1.89 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
72,521
shares
|
$1.85 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
72,459
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 493.15%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
71,966
shares
|
$1.83 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
70,138
shares
|
$1.79 Million
0.16% of portfolio
|
Q4 2024
Added 250.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
69,551
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 1.93%
|