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 364 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
57,254
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 59.42%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
56,240
shares
|
$1.93 Million
0.87% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
55,815
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2022
Reduced 31.1%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
55,040
shares
|
$1.89 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
54,456
shares
|
$1.87 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
52,946
shares
|
$1.82 Million
1.26% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
52,367
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2025
Added 29.98%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
51,602
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2025
Added 92.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
51,365
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.21%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
51,364
shares
|
$1.76 Million
0.35% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
49,543
shares
|
$1.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
48,869
shares
|
$1.68 Million
0.71% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
48,825
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
46,736
shares
|
$1.6 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,496
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
44,381
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
44,100
shares
|
$1.51 Million
0.71% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
43,296
shares
|
$1.49 Million
0.19% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
43,258
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
42,942
shares
|
$1.47 Million
1.2% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
41,261
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Added 1893.29%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
40,381
shares
|
$1.39 Million
0.58% of portfolio
|
Q2 2025
Added 50376.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
38,942
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 36.27%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,591
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Added 19.1%
|