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 325 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
81,748
shares
|
$2.41 Million
0.71% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
81,239
shares
|
$2.4 Million
0.14% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
80,747
shares
|
$2.38 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
77,994
shares
|
$2.3 Million
0.77% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
75,729
shares
|
$2.23 Million
0.97% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
75,488
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
75,073
shares
|
$2.21 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
74,562
shares
|
$2.2 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
72,308
shares
|
$2.13 Million
0.13% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
71,145
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
70,877
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
70,142
shares
|
$2.07 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
69,041
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 92.8%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
68,856
shares
|
$2.03 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
68,503
shares
|
$2.02 Million
0.79% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
68,477
shares
|
$2.02 Million
1.23% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
66,396
shares
|
$1.96 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
64,108
shares
|
$1.89 Million
1.13% of portfolio
|
Q3 2024
Added 62.94%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
63,734
shares
|
$1.88 Million
0.47% of portfolio
|
Q2 2023
Added 15.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
63,610
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
62,586
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
62,001
shares
|
$1.83 Million
0.78% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
61,628
shares
|
$1.82 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
60,585
shares
|
$1.79 Million
0.4% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
59,571
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.46%
|