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 |
|---|---|---|---|---|---|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
10,742
shares
|
$284,770
0.07% of portfolio
|
Q2 2023
Reduced 45.59%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
9,903
shares
|
$262,528
0.04% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
9,556
shares
|
$253,329
0.17% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
8,879
shares
|
$235,382
0.19% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,780
shares
|
$232,757
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,746
shares
|
$231,856
0.0% of portfolio
|
Q3 2024
Added 427.82%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
8,672
shares
|
$229,894
0.15% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,415
shares
|
$223,081
0.07% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,268
shares
|
$219,184
0.04% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
7,253
shares
|
$192,277
0.17% of portfolio
|
Q3 2024
Reduced 41.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,946
shares
|
$184,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,882
shares
|
$182,441
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,852
shares
|
$155,136
0.04% of portfolio
|
Q3 2024
Added 54.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,632
shares
|
$149,304
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
5,413
shares
|
$143,498
0.04% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,250
shares
|
$139,177
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,470
shares
|
$118,499
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,266
shares
|
$113,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
3,854
shares
|
$102,169
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
3,770
shares
|
$99,942
0.02% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,609
shares
|
$95,674
0.0% of portfolio
|
Q3 2024
Added 135.11%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,172
shares
|
$84,089
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$79,715
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,970
shares
|
$78,734
0.01% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$73,856
0.05% of portfolio
|
Q1 2024
Added 8.62%
|