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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
59,447
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
59,129
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Added 32.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
58,935
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
58,805
shares
|
$2.06 Million
0.93% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
58,543
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
57,744
shares
|
$2.03 Million
0.1% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
57,543
shares
|
$2.02 Million
1.32% of portfolio
|
Q4 2023
Added 7.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,462
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
57,254
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 59.42%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
56,814
shares
|
$1.99 Million
0.38% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
55,815
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2022
Reduced 31.1%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
53,568
shares
|
$1.88 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
52,946
shares
|
$1.86 Million
1.26% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
51,564
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
51,365
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.21%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
51,220
shares
|
$1.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
48,825
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
48,496
shares
|
$1.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
47,977
shares
|
$1.68 Million
1.09% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
47,050
shares
|
$1.65 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
44,381
shares
|
$1.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
44,100
shares
|
$1.55 Million
0.74% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
43,296
shares
|
$1.52 Million
0.19% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
42,942
shares
|
$1.51 Million
1.2% of portfolio
|
Q2 2025
Reduced 8.81%
|