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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,245
shares
|
$359,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
10,218
shares
|
$358,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,000
shares
|
$350,800
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
9,983
shares
|
$350,203
0.07% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
9,907
shares
|
$347,537
0.13% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
9,736
shares
|
$341,538
0.13% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$336,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,051
shares
|
$317,509
0.04% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
9,021
shares
|
$316,456
0.11% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
8,826
shares
|
$309,616
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
8,621
shares
|
$302,424
0.18% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
8,278
shares
|
$290,392
0.25% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,667
shares
|
$268,958
0.03% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,571
shares
|
$265,590
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
7,453
shares
|
$261,451
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,351
shares
|
$257,873
0.05% of portfolio
|
Q2 2025
Added 6706.48%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
7,123
shares
|
$249,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,935
shares
|
$243,279
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
6,868
shares
|
$240,929
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,857
shares
|
$240,543
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
6,654
shares
|
$233,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,558
shares
|
$230,054
0.0% of portfolio
|
Q2 2025
Reduced 51.06%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,519
shares
|
$228,686
0.02% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
6,479
shares
|
$227,283
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,337
shares
|
$222,301
0.0% of portfolio
|
Q2 2025
New holding
|