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 |
|---|---|---|---|---|---|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
79,911
shares
|
$2.51 Million
2.09% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
79,373
shares
|
$2.49 Million
0.42% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
79,047
shares
|
$2.48 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
75,823
shares
|
$2.38 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
75,710
shares
|
$2.38 Million
0.77% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
74,852
shares
|
$2.35 Million
0.63% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
74,796
shares
|
$2.35 Million
1.94% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
74,522
shares
|
$2.34 Million
1.36% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
74,034
shares
|
$2.32 Million
0.65% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
72,275
shares
|
$2.27 Million
0.13% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
72,094
shares
|
$2.26 Million
0.64% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
71,830
shares
|
$2.26 Million
0.42% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
70,465
shares
|
$2.21 Million
1.1% of portfolio
|
Q3 2025
Added 51.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
69,246
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
66,373
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
66,110
shares
|
$2.08 Million
0.39% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
65,460
shares
|
$2.06 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
65,378
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
64,685
shares
|
$2.03 Million
0.89% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
63,643
shares
|
$2 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
63,590
shares
|
$2 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
63,423
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
63,240
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
62,031
shares
|
$1.95 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
61,742
shares
|
$1.94 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.84%
|
|