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 |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
86,312
shares
|
$2.79 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
84,598
shares
|
$2.73 Million
1.95% of portfolio
|
Q1 2025
Added 76.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
84,198
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$2.7 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
81,748
shares
|
$2.64 Million
0.71% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
81,705
shares
|
$2.64 Million
1.13% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
81,342
shares
|
$2.63 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
80,791
shares
|
$2.61 Million
0.35% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
80,508
shares
|
$2.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
79,408
shares
|
$2.56 Million
2.25% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
77,994
shares
|
$2.52 Million
0.77% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
76,732
shares
|
$2.48 Million
1.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
76,565
shares
|
$2.47 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
73,347
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
72,481
shares
|
$2.34 Million
0.9% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
71,702
shares
|
$2.31 Million
1.05% of portfolio
|
Q1 2025
Added 25.04%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
71,030
shares
|
$2.29 Million
1.42% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
70,534
shares
|
$2.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
70,213
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
69,951
shares
|
$2.26 Million
0.93% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
69,063
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
68,856
shares
|
$2.22 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
67,095
shares
|
$2.17 Million
1.32% of portfolio
|
Q1 2025
Added 27.04%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
67,064
shares
|
$2.16 Million
1.3% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
66,900
shares
|
$2.16 Million
1.54% of portfolio
|
Q1 2025
Added 16.32%
|