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 274 institutions that hold shares in the stock, with a total of 60.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,486
shares
|
$7.91 Million
0.05% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
293,709
shares
|
$7.79 Million
2.21% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
286,580
shares
|
$7.6 Million
3.93% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
280,779
shares
|
$7.44 Million
4.84% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
279,301
shares
|
$7.4 Million
0.6% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
272,817
shares
|
$7.23 Million
3.13% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
261,541
shares
|
$6.93 Million
4.51% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
257,147
shares
|
$6.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
252,289
shares
|
$6.69 Million
1.75% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
251,953
shares
|
$6.68 Million
0.5% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
250,779
shares
|
$6.65 Million
1.14% of portfolio
|
Q3 2024
Added 35.92%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
248,763
shares
|
$6.59 Million
3.94% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
248,411
shares
|
$6.59 Million
2.74% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
244,751
shares
|
$6.49 Million
1.44% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
240,995
shares
|
$6.39 Million
4.51% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$6.15 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
229,351
shares
|
$6.08 Million
5.43% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
212,744
shares
|
$5.64 Million
3.5% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
209,694
shares
|
$5.56 Million
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
204,119
shares
|
$5.41 Million
2.4% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
195,171
shares
|
$5.17 Million
4.64% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
189,347
shares
|
$5.02 Million
3.4% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
186,560
shares
|
$4.95 Million
1.49% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
183,973
shares
|
$4.88 Million
1.62% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
182,716
shares
|
$4.84 Million
0.93% of portfolio
|
Q3 2024
Reduced 39.03%
|