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 381 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,865,282
shares
|
$311 Million
10.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,908,751
shares
|
$207 Million
3.28% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
5,863,971
shares
|
$206 Million
2.13% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$110 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,520,459
shares
|
$88.4 Million
1.18% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,107,867
shares
|
$73.9 Million
1.49% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,261,123
shares
|
$44.2 Million
3.08% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,201,683
shares
|
$42.2 Million
0.07% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,179,049
shares
|
$41.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,097,497
shares
|
$38.5 Million
2.5% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,082,444
shares
|
$38 Million
0.05% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,017,244
shares
|
$35.7 Million
0.2% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
999,351
shares
|
$35.1 Million
0.0% of portfolio
|
Q2 2025
Added 61.57%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
985,187
shares
|
$34.6 Million
3.62% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
860,743
shares
|
$30.2 Million
8.09% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
858,564
shares
|
$30.1 Million
3.69% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
839,517
shares
|
$29.5 Million
7.99% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
812,157
shares
|
$28.5 Million
4.26% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
766,388
shares
|
$26.9 Million
0.41% of portfolio
|
Q2 2025
Added 106.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
753,444
shares
|
$26.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
744,751
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
729,618
shares
|
$25.6 Million
3.74% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
718,258
shares
|
$25.2 Million
0.86% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
627,788
shares
|
$22 Million
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
624,595
shares
|
$21.9 Million
5.42% of portfolio
|
Q3 2025
Added 1.77%
|