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 343 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
48,443
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 82.57%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
47,866
shares
|
$1.55 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
47,326
shares
|
$1.53 Million
0.31% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
47,214
shares
|
$1.52 Million
0.21% of portfolio
|
Q1 2025
Reduced 54.37%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
47,093
shares
|
$1.52 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
45,999
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
44,100
shares
|
$1.42 Million
0.7% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
42,767
shares
|
$1.38 Million
0.18% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
40,930
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.38%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
40,899
shares
|
$1.32 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
40,290
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Added 71.71%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
38,941
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
37,191
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
36,719
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
36,500
shares
|
$1.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
36,471
shares
|
$1.18 Million
1.94% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
35,913
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.32%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
35,295
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
34,779
shares
|
$1.12 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
33,981
shares
|
$1.1 Million
0.72% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
32,401
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
32,350
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
32,089
shares
|
$1.04 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.78%
|