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 391 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
92,630
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Added 89.72%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
89,539
shares
|
$3.22 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
88,460
shares
|
$3.18 Million
0.16% of portfolio
|
Q3 2025
Added 53.19%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
88,147
shares
|
$3.17 Million
1.28% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
85,891
shares
|
$3.09 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$3.01 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
82,985
shares
|
$2.98 Million
2.57% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
81,282
shares
|
$2.92 Million
0.91% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
80,748
shares
|
$2.9 Million
1.06% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
80,535
shares
|
$2.89 Million
0.1% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
80,033
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
79,652
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2025
Added 925.39%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
76,931
shares
|
$2.76 Million
1.19% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
76,801
shares
|
$2.76 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
|
$2.73 Million
0.98% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
75,686
shares
|
$2.72 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
|
$2.71 Million
1.56% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
73,727
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2025
Added 40.79%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
73,579
shares
|
$2.64 Million
2.16% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
70,465
shares
|
$2.53 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
70,056
shares
|
$2.52 Million
0.45% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
68,552
shares
|
$2.46 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
68,387
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
67,939
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 142.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
67,324
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|