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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
18,818
shares
|
$646,210
0.3% of portfolio
|
Q2 2025
Added 63.1%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
18,446
shares
|
$633,435
0.08% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
18,413
shares
|
$632,302
0.09% of portfolio
|
Q2 2025
Added 93.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
18,340
shares
|
$629,795
0.05% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
18,054
shares
|
$619,974
0.16% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
17,946
shares
|
$616,265
0.52% of portfolio
|
Q2 2025
Added 36.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
17,213
shares
|
$591,094
0.23% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
16,942
shares
|
$581,788
0.52% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
16,934
shares
|
$581,513
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
16,311
shares
|
$560,119
0.16% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
16,040
shares
|
$550,813
0.22% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,500
shares
|
$532,270
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
15,439
shares
|
$530,175
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
15,224
shares
|
$522,792
0.19% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
15,216
shares
|
$522,517
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
14,759
shares
|
$506,824
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
14,632
shares
|
$502,462
0.05% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
14,434
shares
|
$495,663
0.21% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
14,367
shares
|
$493,362
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,279
shares
|
$490,340
0.0% of portfolio
|
Q2 2025
Added 39.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,252
shares
|
$489,413
0.01% of portfolio
|
Q2 2025
Added 88.24%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,865
shares
|
$476,124
0.33% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
13,497
shares
|
$463,486
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
13,445
shares
|
$461,701
0.15% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
13,193
shares
|
$453,047
0.23% of portfolio
|
Q4 2024
New holding
|