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 343 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
139,341
shares
|
$4.5 Million
1.18% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
137,718
shares
|
$4.45 Million
1.55% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
136,924
shares
|
$4.42 Million
1.35% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
135,246
shares
|
$4.37 Million
1.23% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
133,079
shares
|
$4.3 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
132,480
shares
|
$4.28 Million
2.42% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
131,334
shares
|
$4.24 Million
2.03% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
131,251
shares
|
$4.24 Million
2.73% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
127,269
shares
|
$4.11 Million
0.36% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
122,232
shares
|
$3.95 Million
4.12% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
122,113
shares
|
$3.94 Million
3.05% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
121,983
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
117,199
shares
|
$3.78 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
113,467
shares
|
$3.66 Million
0.24% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
112,173
shares
|
$3.62 Million
0.66% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
109,751
shares
|
$3.54 Million
2.77% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$3.48 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
104,688
shares
|
$3.38 Million
2.19% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
96,733
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 161.2%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
96,487
shares
|
$3.11 Million
2.42% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
95,480
shares
|
$3.08 Million
0.09% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
94,908
shares
|
$3.06 Million
0.92% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
94,105
shares
|
$3.04 Million
1.53% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
92,095
shares
|
$2.97 Million
1.99% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
91,326
shares
|
$2.95 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.0%
|