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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$438,315
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,727
shares
|
$437,045
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12,689
shares
|
$435,740
0.1% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
12,415
shares
|
$426,331
0.24% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
12,270
shares
|
$421,351
0.13% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,084
shares
|
$414,964
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
12,080
shares
|
$414,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
11,658
shares
|
$400,335
0.06% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$394,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
11,391
shares
|
$391,166
0.14% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,113
shares
|
$381,620
0.02% of portfolio
|
Q2 2025
Added 38.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,075
shares
|
$380,315
0.0% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$380,143
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,861
shares
|
$372,966
0.0% of portfolio
|
Q2 2025
Added 41.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,541
shares
|
$361,977
0.0% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
10,429
shares
|
$358,131
0.16% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
10,384
shares
|
$356,586
0.24% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,382
shares
|
$356,517
0.01% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,245
shares
|
$351,813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
10,218
shares
|
$350,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,000
shares
|
$343,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
9,997
shares
|
$343,296
0.05% of portfolio
|
Q2 2025
Added 39.94%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
9,983
shares
|
$342,816
0.07% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
9,754
shares
|
$334,952
0.13% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,687
shares
|
$332,651
0.07% of portfolio
|
Q1 2025
Added 14.52%
|