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 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$2.94 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
82,985
shares
|
$2.91 Million
2.57% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
81,282
shares
|
$2.85 Million
0.91% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
80,748
shares
|
$2.83 Million
1.06% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
79,652
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
Added 925.39%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
76,931
shares
|
$2.7 Million
1.19% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
76,801
shares
|
$2.69 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
75,928
shares
|
$2.66 Million
0.98% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
75,686
shares
|
$2.66 Million
1.01% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
75,535
shares
|
$2.65 Million
1.56% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
74,554
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
73,727
shares
|
$2.59 Million
0.1% of portfolio
|
Q3 2025
Added 40.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
71,743
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
71,665
shares
|
$2.51 Million
0.16% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
70,056
shares
|
$2.46 Million
0.45% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
68,552
shares
|
$2.4 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
67,939
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 142.6%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
67,280
shares
|
$2.36 Million
1.41% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
66,527
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
65,688
shares
|
$2.3 Million
0.75% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
64,566
shares
|
$2.26 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
63,734
shares
|
$2.24 Million
0.47% of portfolio
|
Q2 2023
Added 15.1%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
62,493
shares
|
$2.19 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
60,504
shares
|
$2.12 Million
0.31% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
60,104
shares
|
$2.11 Million
1.7% of portfolio
|
Q2 2025
Added 6.38%
|