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 382 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
119,497
shares
|
$4.23 Million
2.72% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
118,780
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
118,320
shares
|
$4.19 Million
2.31% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
115,965
shares
|
$4.11 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
114,395
shares
|
$4.05 Million
1.58% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
114,395
shares
|
$4.05 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
112,826
shares
|
$4 Million
1.1% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$3.82 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
107,629
shares
|
$3.81 Million
2.2% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
106,817
shares
|
$3.78 Million
2.2% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
106,677
shares
|
$3.78 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
97,187
shares
|
$3.44 Million
1.91% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
95,919
shares
|
$3.4 Million
0.16% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
95,519
shares
|
$3.38 Million
0.94% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
94,299
shares
|
$3.34 Million
0.43% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
94,242
shares
|
$3.34 Million
0.12% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
93,976
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Added 336.06%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
93,509
shares
|
$3.31 Million
0.93% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
92,149
shares
|
$3.26 Million
0.52% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
91,246
shares
|
$3.23 Million
1.02% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
89,539
shares
|
$3.17 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
88,897
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Added 28.72%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
88,147
shares
|
$3.12 Million
1.28% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
87,864
shares
|
$3.11 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
85,891
shares
|
$3.04 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.94%
|