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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
324,466
shares
|
$10.5 Million
0.68% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
322,274
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
316,583
shares
|
$10.2 Million
4.63% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
312,904
shares
|
$10.1 Million
3.36% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
305,796
shares
|
$9.87 Million
2.79% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
305,289
shares
|
$9.85 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
300,433
shares
|
$9.7 Million
3.48% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
299,727
shares
|
$9.68 Million
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,486
shares
|
$9.64 Million
0.05% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
298,206
shares
|
$9.63 Million
4.94% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
295,823
shares
|
$9.55 Million
0.02% of portfolio
|
Q1 2025
Added 99.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
293,709
shares
|
$9.48 Million
2.21% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
289,717
shares
|
$9.35 Million
3.17% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
284,842
shares
|
$9.19 Million
3.48% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
282,190
shares
|
$9.11 Million
1.85% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
278,461
shares
|
$8.99 Million
4.78% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
265,496
shares
|
$8.57 Million
4.53% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
260,567
shares
|
$8.41 Million
1.49% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
258,652
shares
|
$8.35 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
255,583
shares
|
$8.25 Million
4.29% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
246,535
shares
|
$7.96 Million
3.09% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
243,660
shares
|
$7.87 Million
4.53% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
235,368
shares
|
$7.6 Million
5.48% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$7.49 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
231,123
shares
|
$7.46 Million
4.87% of portfolio
|
Q1 2025
Added 11.92%
|