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 381 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
601,117
shares
|
$21.1 Million
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
561,158
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Added 83.81%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
556,854
shares
|
$19.5 Million
1.0% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
553,384
shares
|
$19.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
513,868
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
500,970
shares
|
$17.6 Million
2.3% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
499,900
shares
|
$17.5 Million
3.52% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
497,163
shares
|
$17.4 Million
0.0% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$17.3 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Nov 06, 2025 Q3 2025 |
487,616
shares
|
$17.1 Million
13.65% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
474,893
shares
|
$16.7 Million
3.24% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
469,455
shares
|
$16.5 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
460,576
shares
|
$16.2 Million
11.08% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
445,070
shares
|
$15.6 Million
6.06% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
442,602
shares
|
$15.5 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
436,602
shares
|
$15.3 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
420,313
shares
|
$14.7 Million
3.68% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
419,878
shares
|
$14.7 Million
9.52% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
408,789
shares
|
$14.3 Million
3.59% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
399,461
shares
|
$14 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
399,331
shares
|
$14 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
395,629
shares
|
$13.9 Million
0.51% of portfolio
|
Q2 2025
Added 14070.09%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
372,061
shares
|
$13.1 Million
4.3% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
368,864
shares
|
$12.9 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
366,291
shares
|
$12.8 Million
1.57% of portfolio
|
Q2 2025
Added 6.27%
|