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 |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
45,948
shares
|
$1.22 Million
0.9% of portfolio
|
Q3 2024
Added 31.88%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
44,100
shares
|
$1.17 Million
0.63% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
43,309
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
43,255
shares
|
$1.15 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
42,990
shares
|
$1.14 Million
1.18% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
42,622
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
42,143
shares
|
$1.12 Million
1.08% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
40,306
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,941
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
38,317
shares
|
$1.02 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
37,441
shares
|
$992,560
0.26% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$969,788
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
36,527
shares
|
$968,330
0.23% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
36,432
shares
|
$965,812
0.53% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,809
shares
|
$949,296
0.01% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
35,591
shares
|
$943,517
0.01% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
35,591
shares
|
$943,517
0.49% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
34,945
shares
|
$926,391
0.2% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
32,451
shares
|
$860,276
0.56% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
30,853
shares
|
$817,913
0.67% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
29,763
shares
|
$789,017
0.3% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
28,980
shares
|
$768,259
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
28,902
shares
|
$766,192
0.0% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,727
shares
|
$761,552
0.0% of portfolio
|
Q3 2024
Reduced 43.47%
|