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 |
|---|---|---|---|---|---|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
102,594
shares
|
$3.22 Million
1.1% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
101,123
shares
|
$3.18 Million
0.8% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
100,990
shares
|
$3.17 Million
2.26% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
100,844
shares
|
$3.17 Million
2.05% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
100,085
shares
|
$3.14 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
97,333
shares
|
$3.06 Million
0.26% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
96,840
shares
|
$3.04 Million
1.0% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
96,789
shares
|
$3.04 Million
1.55% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
93,221
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.6%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
93,137
shares
|
$2.92 Million
1.01% of portfolio
|
Q3 2025
Added 54.89%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
92,174
shares
|
$2.89 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
91,111
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
90,626
shares
|
$2.85 Million
0.53% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
90,369
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
90,184
shares
|
$2.83 Million
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
88,708
shares
|
$2.79 Million
1.58% of portfolio
|
Q3 2022
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
88,541
shares
|
$2.78 Million
0.48% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Nkcfo LLC
|
Nov 10, 2025 Q3 2025 |
88,450
shares
|
$2.78 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
87,758
shares
|
$2.76 Million
1.7% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
87,732
shares
|
$2.75 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
85,740
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2025
Added 99.58%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
85,603
shares
|
$2.69 Million
2.05% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
85,139
shares
|
$2.67 Million
1.77% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
81,997
shares
|
$2.57 Million
0.05% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
81,991
shares
|
$2.57 Million
1.96% of portfolio
|
Q3 2025
Added 29.63%
|
|