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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
175,345
shares
|
$4.65 Million
4.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
168,575
shares
|
$4.47 Million
3.42% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
164,027
shares
|
$4.35 Million
1.0% of portfolio
|
Q3 2024
Added 45.22%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
163,209
shares
|
$4.33 Million
0.11% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
159,284
shares
|
$4.22 Million
0.05% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
152,248
shares
|
$4.04 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
151,734
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.61%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
151,377
shares
|
$4.01 Million
2.57% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
142,950
shares
|
$3.79 Million
3.66% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
141,317
shares
|
$3.75 Million
2.1% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
134,121
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
133,507
shares
|
$3.54 Million
2.54% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
131,485
shares
|
$3.49 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
126,616
shares
|
$3.36 Million
0.42% of portfolio
|
Q4 2023
Added 18.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
124,252
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
121,936
shares
|
$3.23 Million
1.69% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
121,556
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
121,502
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
115,198
shares
|
$3.05 Million
1.15% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
112,998
shares
|
$3 Million
2.26% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
112,177
shares
|
$2.97 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
111,762
shares
|
$2.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.01%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
111,132
shares
|
$2.95 Million
0.77% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$2.86 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|