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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
27,076
shares
|
$717,784
0.1% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
26,134
shares
|
$692,812
0.06% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
26,110
shares
|
$692,176
0.61% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,740
shares
|
$682,367
0.4% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
25,456
shares
|
$674,838
0.08% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
25,058
shares
|
$664,287
0.22% of portfolio
|
Q3 2024
Added 124.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
24,804
shares
|
$657,554
0.02% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,058
shares
|
$637,777
0.04% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
23,945
shares
|
$634,781
0.48% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
23,402
shares
|
$620,387
0.31% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
23,056
shares
|
$611,214
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
22,002
shares
|
$583,273
0.39% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
21,737
shares
|
$576,247
0.04% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,734
shares
|
$576,168
0.02% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
21,374
shares
|
$566,624
0.14% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
20,079
shares
|
$532,294
0.25% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
19,715
shares
|
$522,644
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
19,398
shares
|
$514,240
0.22% of portfolio
|
Q4 2023
Added 69.56%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,796
shares
|
$498,281
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
18,510
shares
|
$490,700
0.38% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
18,411
shares
|
$488,075
0.02% of portfolio
|
Q3 2024
Added 432.42%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
17,829
shares
|
$472,646
0.27% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
17,671
shares
|
$468,458
0.1% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
17,519
shares
|
$464,428
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
17,353
shares
|
$460,028
0.13% of portfolio
|
Q3 2024
Added 0.08%
|