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 364 institutions that hold shares in the stock, with a total of 78.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
142,938
shares
|
$4.91 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
141,608
shares
|
$4.86 Million
1.92% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
141,295
shares
|
$4.85 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
140,262
shares
|
$4.82 Million
2.12% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
136,966
shares
|
$4.7 Million
2.85% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
136,150
shares
|
$4.68 Million
2.72% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
135,214
shares
|
$4.64 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
133,562
shares
|
$4.59 Million
3.62% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
132,743
shares
|
$4.56 Million
2.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
131,927
shares
|
$4.53 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
130,975
shares
|
$4.5 Million
0.08% of portfolio
|
Q2 2025
Added 86.54%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
130,029
shares
|
$4.47 Million
3.28% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
128,323
shares
|
$4.41 Million
1.27% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
128,268
shares
|
$4.4 Million
1.89% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
124,646
shares
|
$4.28 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
|
$4.27 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
124,406
shares
|
$4.27 Million
0.25% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
121,984
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
121,455
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
118,780
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
117,140
shares
|
$4.02 Million
0.71% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
116,208
shares
|
$3.99 Million
2.89% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
112,826
shares
|
$3.87 Million
1.1% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
112,421
shares
|
$3.86 Million
2.48% of portfolio
|
Q2 2025
Added 38.21%
|