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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,140
shares
|
$387,630
0.01% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
13,129
shares
|
$387,305
0.09% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
13,035
shares
|
$384,532
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$376,538
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
12,407
shares
|
$366,006
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,180
shares
|
$359,310
0.0% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
11,986
shares
|
$353,587
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
11,525
shares
|
$339,987
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$338,984
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,414
shares
|
$336,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,381
shares
|
$335,739
0.25% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,359
shares
|
$335,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$326,565
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
11,026
shares
|
$325,267
0.15% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
10,742
shares
|
$316,889
0.06% of portfolio
|
Q2 2023
Reduced 45.59%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
10,487
shares
|
$309,366
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,903
shares
|
$292,138
0.03% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,328
shares
|
$275,176
0.0% of portfolio
|
Q4 2024
Added 118.66%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
9,055
shares
|
$267,122
0.15% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,934
shares
|
$263,553
0.16% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,810
shares
|
$259,895
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
8,785
shares
|
$259,157
0.04% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,610
shares
|
$253,995
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,459
shares
|
$249,540
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
8,273
shares
|
$244,053
0.14% of portfolio
|
Q4 2024
Reduced 4.6%
|