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 |
|---|---|---|---|---|---|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,865
shares
|
$486,384
0.33% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
13,497
shares
|
$473,474
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
13,193
shares
|
$462,810
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$447,761
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,727
shares
|
$446,463
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12,689
shares
|
$445,130
0.1% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
12,476
shares
|
$437,658
0.24% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
12,270
shares
|
$430,431
0.14% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,147
shares
|
$426,116
0.07% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
12,080
shares
|
$423,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
11,667
shares
|
$409,278
0.06% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
11,658
shares
|
$408,962
0.06% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
11,636
shares
|
$408,190
0.08% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$403,104
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,113
shares
|
$389,844
0.02% of portfolio
|
Q2 2025
Added 38.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,075
shares
|
$388,511
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
|
$388,335
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
11,054
shares
|
$387,774
0.11% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,897
shares
|
$382,266
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,861
shares
|
$381,003
0.0% of portfolio
|
Q2 2025
Added 41.9%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,763
shares
|
$377,566
0.07% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
10,672
shares
|
$374,373
0.28% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,541
shares
|
$369,778
0.0% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
10,429
shares
|
$365,849
0.16% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,382
shares
|
$364,200
0.01% of portfolio
|
Q2 2025
Added 28.41%
|