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 274 institutions that hold shares in the stock, with a total of 60.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 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
|
$228 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
|
$165 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
|
$83.5 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
|
$43.6 Million
1.09% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,352,710
shares
|
$35.9 Million
1.2% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,188,328
shares
|
$31.5 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
|
$30.4 Million
0.01% of portfolio
|
Q3 2024
Added 41.33%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,120,251
shares
|
$29.7 Million
2.23% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,071,852
shares
|
$28.4 Million
0.04% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
959,586
shares
|
$25.4 Million
2.06% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
875,702
shares
|
$23.2 Million
3.38% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
857,553
shares
|
$22.7 Million
3.74% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
821,668
shares
|
$21.8 Million
3.29% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
817,611
shares
|
$21.7 Million
4.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
771,928
shares
|
$20.5 Million
0.05% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
753,752
shares
|
$20 Million
3.45% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
727,840
shares
|
$19.3 Million
0.18% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
678,257
shares
|
$18 Million
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
626,786
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
622,270
shares
|
$16.5 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
549,233
shares
|
$14.6 Million
4.46% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Oct 30, 2024 Q3 2024 |
506,591
shares
|
$13.4 Million
12.72% of portfolio
|
Q2 2024
Reduced 15.58%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$13.1 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
478,275
shares
|
$12.7 Million
1.24% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
471,824
shares
|
$12.5 Million
3.33% of portfolio
|
Q3 2024
Added 14.71%
|