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 382 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
20,580
shares
|
$721,946
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
19,821
shares
|
$695,320
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
19,749
shares
|
$692,794
0.25% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
19,521
shares
|
$684,796
0.46% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
19,221
shares
|
$674,272
0.13% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
18,818
shares
|
$660,135
0.3% of portfolio
|
Q2 2025
Added 63.1%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
18,545
shares
|
$650,558
0.05% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
18,446
shares
|
$647,085
0.08% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
18,182
shares
|
$637,824
0.01% of portfolio
|
Q3 2025
Reduced 29.89%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
18,091
shares
|
$634,632
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
17,994
shares
|
$631,229
0.56% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
16,934
shares
|
$594,044
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
16,284
shares
|
$571,242
0.09% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,049
shares
|
$562,998
0.01% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
16,040
shares
|
$562,683
0.22% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
15,990
shares
|
$560,929
0.15% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
15,661
shares
|
$549,387
0.18% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,500
shares
|
$543,740
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
14,703
shares
|
$515,781
0.05% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
14,508
shares
|
$508,940
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
14,434
shares
|
$506,344
0.22% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
14,295
shares
|
$501,468
0.17% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,279
shares
|
$500,907
0.0% of portfolio
|
Q2 2025
Added 39.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,252
shares
|
$499,960
0.01% of portfolio
|
Q2 2025
Added 88.24%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
14,053
shares
|
$492,979
0.1% of portfolio
|
Q3 2025
Reduced 34.01%
|