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 391 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 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
|
$8.84 Million
5.27% of portfolio
|
Q3 2025
Added 119.02%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
243,355
shares
|
$8.74 Million
4.94% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
242,196
shares
|
$8.7 Million
5.28% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
239,983
shares
|
$8.62 Million
1.41% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
235,737
shares
|
$8.47 Million
5.22% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
233,666
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2025
Added 22.64%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
232,316
shares
|
$8.34 Million
2.96% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$8.33 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
231,834
shares
|
$8.33 Million
0.98% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
230,270
shares
|
$8.27 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
226,306
shares
|
$8.13 Million
5.24% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
225,334
shares
|
$8.09 Million
1.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
218,362
shares
|
$7.84 Million
1.56% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
217,485
shares
|
$7.81 Million
1.81% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
217,224
shares
|
$7.8 Million
3.47% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
213,921
shares
|
$7.68 Million
2.49% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
213,492
shares
|
$7.67 Million
5.01% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
212,553
shares
|
$7.63 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
212,553
shares
|
$7.63 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
208,591
shares
|
$7.49 Million
3.14% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
197,269
shares
|
$7.09 Million
0.0% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
195,445
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
194,607
shares
|
$6.99 Million
2.37% of portfolio
|
Q3 2025
Added 157.86%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
193,858
shares
|
$6.96 Million
0.2% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
185,040
shares
|
$6.65 Million
4.65% of portfolio
|
Q3 2025
Reduced 1.73%
|
|