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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,294
shares
|
$220,793
0.01% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,291
shares
|
$220,688
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
6,289
shares
|
$220,618
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,200
shares
|
$217,496
0.2% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,060
shares
|
$212,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,956
shares
|
$208,936
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
5,947
shares
|
$208,620
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,685
shares
|
$199,429
0.01% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
5,605
shares
|
$196,623
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
5,250
shares
|
$184,170
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,870
shares
|
$170,839
0.0% of portfolio
|
Q3 2025
Added 66.95%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
4,834
shares
|
$169,576
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,683
shares
|
$164,279
0.01% of portfolio
|
Q2 2025
Reduced 69.17%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
4,109
shares
|
$144,143
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,819
shares
|
$133,970
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,600
shares
|
$126,288
0.05% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,059
shares
|
$107,309
0.0% of portfolio
|
Q2 2025
Added 236.15%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$105,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,890
shares
|
$101,381
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$97,732
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
2,514
shares
|
$88,191
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2,198
shares
|
$77,105
0.02% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,898
shares
|
$66,581
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,863
shares
|
$65,354
0.0% of portfolio
|
Q2 2025
Added 1625.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,698
shares
|
$59,565
0.05% of portfolio
|
Q3 2025
Added 0.47%
|