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 367 institutions that hold shares in the stock, with a total of 79.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
643
shares
|
$22,839
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
580
shares
|
$20,601
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
517
shares
|
$18,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
410
shares
|
$14,563
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
320
shares
|
$11,366
0.01% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
313
shares
|
$11,117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
280
shares
|
$9,945
0.0% of portfolio
|
Q4 2024
Added 72.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$7,104
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
166
shares
|
$5,896
0.0% of portfolio
|
Q3 2024
Reduced 99.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
129
shares
|
$4,582
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
85
shares
|
$3,019
0.0% of portfolio
|
Q1 2025
Reduced 94.11%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
35
shares
|
$1,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$1,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
27
shares
|
$959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
10
shares
|
$355
0.0% of portfolio
|
Q2 2024
Reduced 92.42%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
4
shares
|
$142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|