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 |
|---|---|---|---|---|---|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
67,261
shares
|
$1.78 Million
0.73% of portfolio
|
Q3 2024
Added 112.9%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
66,567
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
66,567
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
64,108
shares
|
$1.7 Million
1.21% of portfolio
|
Q3 2024
Added 62.94%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
63,734
shares
|
$1.69 Million
0.47% of portfolio
|
Q2 2023
Added 15.1%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
63,184
shares
|
$1.68 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
63,179
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
61,072
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
60,578
shares
|
$1.61 Million
0.45% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
59,460
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
59,060
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
57,543
shares
|
$1.53 Million
1.32% of portfolio
|
Q4 2023
Added 7.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,462
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
55,815
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2022
Reduced 31.1%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
55,533
shares
|
$1.47 Million
0.74% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
55,155
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
54,122
shares
|
$1.43 Million
0.78% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
53,880
shares
|
$1.43 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
53,404
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
52,981
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 76.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
52,673
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
50,291
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
50,126
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
49,164
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
47,151
shares
|
$1.25 Million
1.16% of portfolio
|
Q3 2024
Added 0.41%
|