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 391 institutions that hold shares in the stock, with a total of 80.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,898
shares
|
$68,176
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,863
shares
|
$66,918
0.0% of portfolio
|
Q2 2025
Added 1625.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,698
shares
|
$60,992
0.05% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,643
shares
|
$59,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,581
shares
|
$56,789
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,402
shares
|
$50,359
0.0% of portfolio
|
Q3 2025
Added 5092.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
1,322
shares
|
$47,486
0.02% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,257
shares
|
$45,151
0.0% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,252
shares
|
$44,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,198
shares
|
$43,032
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,100
shares
|
$39,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,030
shares
|
$36,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
874
shares
|
$31,394
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
760
shares
|
$27,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
750
shares
|
$26,940
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
643
shares
|
$23,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
627
shares
|
$22,521
0.01% of portfolio
|
Q3 2025
Reduced 43.36%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
580
shares
|
$20,833
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
517
shares
|
$18,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
425
shares
|
$15,266
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
410
shares
|
$14,727
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
384
shares
|
$13,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
382
shares
|
$13,721
0.0% of portfolio
|
Q3 2025
Added 91.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
367
shares
|
$13,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
323
shares
|
$11,602
0.0% of portfolio
|
Q3 2025
New holding
|