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 343 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
219,871
shares
|
$7.1 Million
0.02% of portfolio
|
Q1 2025
Added 276.83%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
218,545
shares
|
$7.05 Million
0.92% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
199,433
shares
|
$6.44 Million
1.61% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
197,683
shares
|
$6.38 Million
1.17% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
195,695
shares
|
$6.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
195,014
shares
|
$6.3 Million
3.49% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
191,540
shares
|
$6.18 Million
4.66% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
187,313
shares
|
$6.05 Million
1.08% of portfolio
|
Q1 2025
Reduced 67.65%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
181,503
shares
|
$5.86 Million
3.35% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
179,699
shares
|
$5.8 Million
1.61% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
178,642
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.73%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
175,310
shares
|
$5.66 Million
0.13% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
172,136
shares
|
$5.56 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
171,607
shares
|
$5.54 Million
0.17% of portfolio
|
Q1 2025
Added 1994.81%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
170,669
shares
|
$5.51 Million
0.06% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
168,946
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
164,085
shares
|
$5.3 Million
3.81% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
160,836
shares
|
$5.19 Million
1.95% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
159,292
shares
|
$5.14 Million
0.26% of portfolio
|
Q1 2025
Added 154.52%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
155,495
shares
|
$5.02 Million
4.15% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
154,201
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
142,938
shares
|
$4.61 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
141,295
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
139,994
shares
|
$4.52 Million
2.46% of portfolio
|
Q1 2025
Added 1.66%
|