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 325 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
320,043
shares
|
$9.44 Million
4.18% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
304,593
shares
|
$8.99 Million
0.78% of portfolio
|
Q4 2024
Added 20.89%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
302,934
shares
|
$8.94 Million
0.59% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,486
shares
|
$8.81 Million
0.05% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
298,248
shares
|
$8.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
295,110
shares
|
$8.71 Million
3.93% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
293,709
shares
|
$8.66 Million
2.21% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
288,909
shares
|
$8.52 Million
4.52% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
276,151
shares
|
$8.15 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
275,344
shares
|
$8.12 Million
3.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
274,918
shares
|
$8.11 Million
1.07% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
273,909
shares
|
$8.08 Million
0.17% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
270,726
shares
|
$7.99 Million
3.71% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
262,362
shares
|
$7.74 Million
3.07% of portfolio
|
Q4 2024
Added 85.65%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
261,730
shares
|
$7.72 Million
1.59% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
255,639
shares
|
$7.54 Million
1.42% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
254,023
shares
|
$7.49 Million
2.56% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
251,380
shares
|
$7.42 Million
4.28% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
242,766
shares
|
$7.16 Million
2.67% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
234,507
shares
|
$6.92 Million
5.16% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$6.84 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
227,292
shares
|
$6.71 Million
3.63% of portfolio
|
Q4 2024
Added 20.04%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
223,346
shares
|
$6.59 Million
0.84% of portfolio
|
Q4 2024
Added 1088.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
207,276
shares
|
$6.11 Million
0.01% of portfolio
|
Q4 2024
Added 36.6%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
206,503
shares
|
$6.09 Million
4.15% of portfolio
|
Q4 2024
New holding
|