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 325 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
18,333
shares
|
$540,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
18,050
shares
|
$532,475
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
17,836
shares
|
$526,162
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
17,797
shares
|
$525,011
0.07% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
17,674
shares
|
$521,383
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17,284
shares
|
$509,878
0.04% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
16,194
shares
|
$477,723
0.18% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
16,032
shares
|
$472,944
0.1% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
15,613
shares
|
$460,583
0.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
15,500
shares
|
$457,250
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
15,472
shares
|
$456,424
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
15,345
shares
|
$452,677
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
14,992
shares
|
$442,264
0.17% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
14,836
shares
|
$437,662
0.41% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
14,576
shares
|
$429,992
0.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
14,032
shares
|
$413,944
0.07% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,818
shares
|
$407,631
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,574
shares
|
$400,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
13,497
shares
|
$398,161
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
13,473
shares
|
$397,453
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,411
shares
|
$395,624
0.01% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,394
shares
|
$395,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
13,339
shares
|
$393,500
0.14% of portfolio
|
Q4 2024
Reduced 33.57%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
13,247
shares
|
$390,786
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
13,193
shares
|
$389,193
0.24% of portfolio
|
Q4 2024
New holding
|