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 343 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,680
shares
|
$312,470
0.05% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,632
shares
|
$310,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
9,532
shares
|
$307,692
0.04% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
9,524
shares
|
$307,434
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
9,260
shares
|
$298,912
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,112
shares
|
$294,135
0.0% of portfolio
|
Q1 2025
Added 413.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
8,085
shares
|
$260,983
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,052
shares
|
$259,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,033
shares
|
$259,305
0.16% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
8,001
shares
|
$258,272
0.15% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,654
shares
|
$247,071
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,640
shares
|
$246,619
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,571
shares
|
$244,391
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,499
shares
|
$242,067
0.21% of portfolio
|
Q1 2025
Reduced 34.11%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
7,453
shares
|
$240,582
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,256
shares
|
$234,223
0.05% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,228
shares
|
$233,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
7,144
shares
|
$230,608
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,123
shares
|
$229,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
6,935
shares
|
$223,861
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,918
shares
|
$223,313
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,871
shares
|
$221,795
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,234
shares
|
$201,233
0.0% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,060
shares
|
$195,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
5,510
shares
|
$177,862
0.03% of portfolio
|
Q1 2025
Added 0.88%
|