Institutional Ownership Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 62.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,591,238
shares
|
$235 Million
10.57% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,210,552
shares
|
$170 Million
3.44% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$86.1 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,646,285
shares
|
$45 Million
1.09% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,421,484
shares
|
$38.9 Million
1.12% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,212,974
shares
|
$33.2 Million
2.58% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,188,328
shares
|
$32.5 Million
0.05% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,146,584
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2024
Added 41.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,071,852
shares
|
$29.3 Million
0.04% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,035,882
shares
|
$28.3 Million
4.11% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,009,118
shares
|
$27.6 Million
1.95% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
875,702
shares
|
$23.9 Million
3.38% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
823,169
shares
|
$22.5 Million
3.83% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
821,668
shares
|
$22.5 Million
3.29% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
771,928
shares
|
$21.1 Million
0.05% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
767,020
shares
|
$21 Million
3.3% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
704,833
shares
|
$19.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
678,257
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
650,080
shares
|
$17.8 Million
5.67% of portfolio
|
Q4 2024
Added 85.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
626,786
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
622,270
shares
|
$17 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
588,252
shares
|
$16.1 Million
4.41% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
516,699
shares
|
$14.1 Million
2.82% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Oct 30, 2024 Q3 2024 |
506,591
shares
|
$13.9 Million
12.72% of portfolio
|
Q2 2024
Reduced 15.58%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$13.5 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|