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 328 institutions that hold shares in the stock, with a total of 66.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,610
shares
|
$247,968
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
8,273
shares
|
$238,262
0.14% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
8,192
shares
|
$235,929
0.02% of portfolio
|
Q1 2025
Reduced 84.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
8,068
shares
|
$232,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
8,002
shares
|
$230,457
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,877
shares
|
$226,857
0.0% of portfolio
|
Q4 2024
Reduced 72.58%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
7,869
shares
|
$226,627
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
7,144
shares
|
$205,747
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,873
shares
|
$197,942
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,840
shares
|
$168,192
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
5,510
shares
|
$158,688
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,250
shares
|
$151,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,205
shares
|
$149,904
0.0% of portfolio
|
Q4 2024
Reduced 25.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,470
shares
|
$128,736
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
4,109
shares
|
$118,339
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,770
shares
|
$108,576
0.02% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
3,766
shares
|
$108,460
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,175
shares
|
$91,440
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$86,601
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,970
shares
|
$85,536
0.01% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$80,236
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,202
shares
|
$63,417
0.0% of portfolio
|
Q4 2024
Added 101.46%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,093
shares
|
$60,278
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,070
shares
|
$59,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
1,823
shares
|
$52,502
0.01% of portfolio
|
Q4 2024
Added 0.61%
|