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 343 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,188
shares
|
$490,268
0.02% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
15,165
shares
|
$489,526
0.31% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
14,747
shares
|
$476,033
0.15% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
14,747
shares
|
$476,033
0.18% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,452
shares
|
$466,510
0.01% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
14,378
shares
|
$464,121
0.05% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
14,042
shares
|
$453,275
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,018
shares
|
$452,501
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
13,574
shares
|
$438,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
13,497
shares
|
$435,683
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,401
shares
|
$432,584
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
13,294
shares
|
$429,130
0.09% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
13,193
shares
|
$425,870
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
13,128
shares
|
$423,771
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$412,021
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
12,200
shares
|
$393,816
0.23% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
12,173
shares
|
$392,944
0.0% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
11,761
shares
|
$379,645
0.14% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
11,538
shares
|
$372,446
0.2% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$370,929
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$357,339
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
10,308
shares
|
$332,742
0.13% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
10,291
shares
|
$332,193
0.15% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,211
shares
|
$329,611
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,687
shares
|
$312,696
0.07% of portfolio
|
Q1 2025
Added 14.52%
|