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 266 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
281,438
shares
|
$7.68 Million
0.0% of portfolio
|
Q2 2024
Added 255.5%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
279,301
shares
|
$7.62 Million
0.6% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Jul 23, 2024 Q2 2024 |
277,270
shares
|
$7.57 Million
5.19% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
259,963
shares
|
$7.1 Million
0.03% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
252,289
shares
|
$6.89 Million
1.75% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
248,411
shares
|
$6.78 Million
2.74% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Aug 09, 2024 Q2 2024 |
248,250
shares
|
$6.78 Million
3.1% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
244,751
shares
|
$6.68 Million
1.44% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
240,995
shares
|
$6.58 Million
4.51% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
232,050
shares
|
$6.33 Million
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$6.33 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
229,351
shares
|
$6.26 Million
5.43% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
228,130
shares
|
$6.23 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
226,085
shares
|
$6.17 Million
0.05% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
226,048
shares
|
$6.17 Million
0.46% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Del Sette Capital Management, LLC
|
Aug 02, 2024 Q2 2024 |
224,936
shares
|
$6.14 Million
5.21% of portfolio
|
Q2 2024
Added 153.31%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
222,538
shares
|
$6.08 Million
2.76% of portfolio
|
Q2 2024
Added 95.57%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
212,744
shares
|
$5.81 Million
3.5% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
209,694
shares
|
$5.72 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
|
$5.57 Million
2.4% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
189,347
shares
|
$5.17 Million
3.4% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
186,560
shares
|
$5.09 Million
1.49% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
184,500
shares
|
$5.04 Million
0.9% of portfolio
|
Q2 2024
Added 33.95%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
183,973
shares
|
$5.02 Million
1.62% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
175,345
shares
|
$4.79 Million
4.04% of portfolio
|
Q3 2024
Reduced 0.35%
|