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 274 institutions that hold shares in the stock, with a total of 60.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
107,612
shares
|
$2.85 Million
0.93% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
106,957
shares
|
$2.84 Million
1.06% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
96,024
shares
|
$2.55 Million
1.76% of portfolio
|
Q3 2024
Reduced 56.85%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,188
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Added 239.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
93,205
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
89,593
shares
|
$2.38 Million
1.74% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
88,654
shares
|
$2.35 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
85,864
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$2.22 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
83,408
shares
|
$2.21 Million
0.82% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
81,056
shares
|
$2.15 Million
0.32% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
79,768
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
78,854
shares
|
$2.09 Million
0.76% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
77,711
shares
|
$2.06 Million
0.21% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
74,626
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
73,965
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
73,926
shares
|
$1.96 Million
0.5% of portfolio
|
Q3 2024
Added 58.99%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
72,958
shares
|
$1.93 Million
1.83% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
69,958
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2024
Added 156.06%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
69,193
shares
|
$1.83 Million
0.99% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
68,934
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
68,856
shares
|
$1.83 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
68,387
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
68,197
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
67,618
shares
|
$1.79 Million
1.31% of portfolio
|
Q3 2024
Added 2.45%
|