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 325 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
200,600
shares
|
$5.92 Million
4.33% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
199,433
shares
|
$5.88 Million
1.61% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
193,200
shares
|
$5.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
186,935
shares
|
$5.51 Million
0.86% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
184,069
shares
|
$5.43 Million
1.37% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
179,741
shares
|
$5.3 Million
0.99% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
178,139
shares
|
$5.26 Million
3.21% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
167,237
shares
|
$4.93 Million
0.04% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
166,438
shares
|
$4.91 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
153,472
shares
|
$4.53 Million
1.79% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
153,237
shares
|
$4.52 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
151,209
shares
|
$4.46 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
149,228
shares
|
$4.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
148,195
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Added 57.34%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
147,521
shares
|
$4.35 Million
1.71% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
144,577
shares
|
$4.27 Million
0.04% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
138,226
shares
|
$4.08 Million
0.0% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
137,702
shares
|
$4.06 Million
2.33% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
135,001
shares
|
$3.98 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
134,162
shares
|
$3.96 Million
1.02% of portfolio
|
Q4 2024
Added 24.67%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
133,161
shares
|
$3.93 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
133,085
shares
|
$3.93 Million
1.22% of portfolio
|
Q4 2024
Added 24.43%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
132,900
shares
|
$3.92 Million
1.32% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
131,625
shares
|
$3.88 Million
1.1% of portfolio
|
Q4 2024
Added 14.26%
|