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 |
|---|---|---|---|---|---|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
246,224
shares
|
$8.64 Million
5.27% of portfolio
|
Q3 2025
Added 119.02%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
243,355
shares
|
$8.54 Million
4.94% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
242,196
shares
|
$8.5 Million
5.28% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
239,983
shares
|
$8.42 Million
1.41% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
232,316
shares
|
$8.15 Million
2.96% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
232,039
shares
|
$8.14 Million
5.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$8.14 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
231,317
shares
|
$8.11 Million
0.97% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
230,798
shares
|
$8.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
226,306
shares
|
$7.94 Million
5.24% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
222,934
shares
|
$7.82 Million
1.0% of portfolio
|
Q2 2025
Added 10376.22%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
218,362
shares
|
$7.66 Million
1.56% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
213,921
shares
|
$7.5 Million
2.49% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
213,492
shares
|
$7.49 Million
5.01% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
213,466
shares
|
$7.49 Million
1.86% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
208,591
shares
|
$7.32 Million
3.14% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
202,674
shares
|
$7.11 Million
3.44% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
196,747
shares
|
$6.9 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
194,607
shares
|
$6.83 Million
2.37% of portfolio
|
Q3 2025
Added 157.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
190,532
shares
|
$6.68 Million
0.01% of portfolio
|
Q2 2025
Added 808.16%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
185,040
shares
|
$6.49 Million
4.65% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
183,768
shares
|
$6.45 Million
0.19% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
179,530
shares
|
$6.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
177,481
shares
|
$6.23 Million
0.18% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
171,153
shares
|
$6 Million
2.95% of portfolio
|
Q3 2025
Reduced 3.6%
|