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 263 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 24, 2024 Q2 2024 |
160,141
shares
|
$4.5 Million
3.04% of portfolio
|
Q2 2024
Added 2.96%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
155,849
shares
|
$4.38 Million
1.25% of portfolio
|
Q2 2024
Added 7.38%
|
|
Retirement Solution Inc.
|
Jul 25, 2024 Q2 2024 |
153,624
shares
|
$4.32 Million
2.91% of portfolio
|
Q2 2024
Added 1.0%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
142,259
shares
|
$4 Million
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
141,156
shares
|
$3.97 Million
0.05% of portfolio
|
Q2 2024
Added 11.24%
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 25, 2024 Q2 2024 |
131,747
shares
|
$3.7 Million
1.37% of portfolio
|
Q2 2024
Added 0.27%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
131,410
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2024
Added 16.78%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
131,059
shares
|
$3.68 Million
2.49% of portfolio
|
Q2 2024
Added 3.36%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
126,616
shares
|
$3.56 Million
0.42% of portfolio
|
Q4 2023
Added 18.98%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
123,931
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2024
Added 4.35%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
121,701
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
Claris Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
120,838
shares
|
$3.4 Million
1.98% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
112,950
shares
|
$3.17 Million
0.75% of portfolio
|
Q2 2024
Added 19.58%
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Aug 08, 2024 Q2 2024 |
107,903
shares
|
$3.03 Million
2.07% of portfolio
|
Q2 2024
Added 10.7%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$3.03 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
106,992
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2024
Added 19.75%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
105,714
shares
|
$2.97 Million
1.12% of portfolio
|
Q2 2024
Added 23.16%
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2024 Q2 2024 |
105,064
shares
|
$2.95 Million
0.97% of portfolio
|
Q2 2024
Added 3.23%
|
|
Squire Investment Management Company, LLC
Orem, UT |
Aug 01, 2024 Q2 2024 |
98,992
shares
|
$2.78 Million
1.51% of portfolio
|
Q2 2024
Added 30.52%
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 02, 2024 Q2 2024 |
98,530
shares
|
$2.77 Million
1.13% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
97,352
shares
|
$2.74 Million
0.69% of portfolio
|
Q2 2024
Added 9.04%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
94,311
shares
|
$2.65 Million
0.09% of portfolio
|
Q2 2024
Added 0.72%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
92,746
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
91,473
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.2%
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 17, 2024 Q2 2024 |
89,321
shares
|
$2.51 Million
1.86% of portfolio
|
Q2 2024
Reduced 0.96%
|