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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
133,057
shares
|
$4.18 Million
1.23% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
131,593
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
130,587
shares
|
$4.1 Million
1.7% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
130,167
shares
|
$4.09 Million
0.35% of portfolio
|
Q3 2022
Added 52.64%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
130,100
shares
|
$4.09 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
129,928
shares
|
$4.08 Million
0.09% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
127,693
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
124,512
shares
|
$3.91 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
124,300
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
122,912
shares
|
$3.86 Million
0.98% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
120,971
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
120,542
shares
|
$3.79 Million
1.25% of portfolio
|
Q3 2025
Added 27.38%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
117,872
shares
|
$3.7 Million
2.67% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
117,458
shares
|
$3.69 Million
1.07% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
116,747
shares
|
$3.67 Million
2.74% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
115,333
shares
|
$3.62 Million
2.15% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
114,549
shares
|
$3.6 Million
0.7% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
112,687
shares
|
$3.54 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
112,643
shares
|
$3.54 Million
0.22% of portfolio
|
Q4 2023
Added 9.35%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
108,527
shares
|
$3.41 Million
0.3% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
108,269
shares
|
$3.4 Million
1.06% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
106,057
shares
|
$3.33 Million
1.52% of portfolio
|
Q3 2025
Added 15.83%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
104,892
shares
|
$3.29 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
104,840
shares
|
$3.29 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
103,033
shares
|
$3.24 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.62%
|
|