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 392 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 $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
177,481
shares
|
$6.38 Million
0.18% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
171,153
shares
|
$6.15 Million
2.95% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
169,837
shares
|
$6.11 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
166,336
shares
|
$5.98 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
163,689
shares
|
$5.89 Million
3.89% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
160,154
shares
|
$5.76 Million
3.29% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
158,348
shares
|
$5.69 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
156,261
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
150,436
shares
|
$5.41 Million
1.6% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
148,426
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
143,076
shares
|
$5.15 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
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
140,685
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
132,743
shares
|
$4.77 Million
2.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
132,180
shares
|
$4.75 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
131,591
shares
|
$4.73 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
|
$4.73 Million
3.12% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
130,946
shares
|
$4.71 Million
4.26% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
129,057
shares
|
$4.64 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
|
$4.62 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
127,114
shares
|
$4.57 Million
0.25% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
127,114
shares
|
$4.57 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
126,790
shares
|
$4.56 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
123,895
shares
|
$4.46 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
121,455
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2025
Added 25.56%
|