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 263 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
8,386,412
shares
|
$237 Million
10.25% of portfolio
|
Q2 2024
Added 3.11%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
6,021,987
shares
|
$170 Million
3.34% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$88.9 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
1,556,199
shares
|
$43.9 Million
1.19% of portfolio
|
Q2 2024
Added 12.28%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
1,305,051
shares
|
$36.8 Million
1.17% of portfolio
|
Q2 2024
Added 0.88%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,177,669
shares
|
$33.2 Million
0.05% of portfolio
|
Q2 2024
Added 5.24%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
1,087,321
shares
|
$30.7 Million
2.05% of portfolio
|
Q2 2024
Added 1.78%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,037,834
shares
|
$29.3 Million
0.05% of portfolio
|
Q2 2024
Added 3.12%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
918,466
shares
|
$25.9 Million
1.95% of portfolio
|
Q2 2024
Added 8.64%
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
811,944
shares
|
$22.9 Million
3.93% of portfolio
|
Q2 2024
Added 0.43%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
811,286
shares
|
$22.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.48%
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 11, 2024 Q2 2024 |
786,262
shares
|
$22.2 Million
3.51% of portfolio
|
Q2 2024
Added 10.24%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
762,761
shares
|
$21.5 Million
3.55% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
725,361
shares
|
$20.5 Million
2.98% of portfolio
|
Q2 2024
Added 3.42%
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
710,834
shares
|
$20.1 Million
2.95% of portfolio
|
Q2 2024
Added 55.94%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
692,919
shares
|
$19.6 Million
0.18% of portfolio
|
Q2 2024
Added 93.3%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
692,480
shares
|
$19.5 Million
0.05% of portfolio
|
Q2 2024
Added 3.84%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
653,017
shares
|
$18.4 Million
0.04% of portfolio
|
Q2 2024
Added 0.67%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
646,198
shares
|
$18.2 Million
0.01% of portfolio
|
Q2 2024
Added 10.04%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
627,049
shares
|
$17.7 Million
0.02% of portfolio
|
Q2 2024
Added 25.67%
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 19, 2024 Q2 2024 |
537,953
shares
|
$15.2 Million
4.18% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
Miramar Fiduciary Corp
Reno, NV |
Jul 25, 2024 Q2 2024 |
506,591
shares
|
$14.3 Million
12.63% of portfolio
|
Q2 2024
Reduced 15.58%
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$13.9 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
465,633
shares
|
$13.1 Million
1.43% of portfolio
|
Q2 2024
Added 3.53%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
458,074
shares
|
$12.9 Million
9.55% of portfolio
|
Q2 2024
Reduced 0.32%
|