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 364 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
25,500
shares
|
$875,670
0.71% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
25,200
shares
|
$865,368
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
24,337
shares
|
$835,732
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
24,131
shares
|
$828,658
0.0% of portfolio
|
Q2 2025
Added 26.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,498
shares
|
$806,921
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
23,402
shares
|
$803,624
0.31% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
23,160
shares
|
$795,314
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,676
shares
|
$778,693
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
22,672
shares
|
$778,556
0.35% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
22,587
shares
|
$775,637
0.1% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
22,056
shares
|
$757,403
0.02% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
22,014
shares
|
$755,960
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
21,940
shares
|
$753,419
0.38% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,551
shares
|
$740,061
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
21,489
shares
|
$737,932
0.02% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
21,474
shares
|
$737,417
0.0% of portfolio
|
Q2 2025
Added 58.2%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
21,296
shares
|
$731,304
0.14% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
21,215
shares
|
$728,523
0.12% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
20,980
shares
|
$720,453
0.0% of portfolio
|
Q2 2025
Reduced 88.26%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
20,580
shares
|
$706,717
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
20,271
shares
|
$696,106
0.48% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
19,821
shares
|
$680,653
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
19,749
shares
|
$678,180
0.25% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
19,585
shares
|
$672,548
0.15% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
19,221
shares
|
$660,049
0.13% of portfolio
|
Q2 2025
Reduced 1.02%
|