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 343 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
549,721
shares
|
$17.7 Million
3.89% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
May 14, 2025 Q1 2025 |
511,178
shares
|
$16.5 Million
13.4% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
494,030
shares
|
$15.9 Million
0.92% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$15.9 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
473,731
shares
|
$15.3 Million
10.3% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
468,376
shares
|
$15.1 Million
3.27% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
465,442
shares
|
$15 Million
4.8% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
445,081
shares
|
$14.4 Million
1.25% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
442,519
shares
|
$14.3 Million
3.47% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
441,353
shares
|
$14.2 Million
3.84% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
431,837
shares
|
$13.9 Million
4.01% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
421,136
shares
|
$13.6 Million
1.86% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
418,130
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
412,166
shares
|
$13.3 Million
0.05% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
399,461
shares
|
$12.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
390,015
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
370,811
shares
|
$12 Million
0.3% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
364,665
shares
|
$11.8 Million
3.8% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
345,927
shares
|
$11.2 Million
0.09% of portfolio
|
Q1 2025
Added 106.85%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
344,695
shares
|
$11.1 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
342,462
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$11 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
334,366
shares
|
$10.8 Million
2.89% of portfolio
|
Q3 2022
Added 890.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
332,936
shares
|
$10.7 Million
0.95% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
330,628
shares
|
$10.7 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.85%
|