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 382 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
169,837
shares
|
$5.96 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
167,389
shares
|
$5.87 Million
0.29% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
158,484
shares
|
$5.56 Million
4.0% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
158,348
shares
|
$5.55 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
156,261
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
150,436
shares
|
$5.28 Million
1.6% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
144,707
shares
|
$5.08 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
143,076
shares
|
$5.02 Million
2.08% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
141,295
shares
|
$4.96 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
132,743
shares
|
$4.66 Million
2.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
132,180
shares
|
$4.64 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
131,927
shares
|
$4.63 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
131,591
shares
|
$4.62 Million
0.08% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
131,425
shares
|
$4.61 Million
3.12% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
129,057
shares
|
$4.53 Million
1.25% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
128,471
shares
|
$4.51 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
128,268
shares
|
$4.5 Million
1.89% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
127,114
shares
|
$4.46 Million
0.25% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
124,646
shares
|
$4.37 Million
4.08% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
124,477
shares
|
$4.37 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
121,984
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
121,455
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
120,014
shares
|
$4.21 Million
0.06% of portfolio
|
Q3 2025
Added 79.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
119,623
shares
|
$4.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.53%
|