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 381 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
41,870
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
41,261
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2025
Added 1893.29%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
41,058
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
40,788
shares
|
$1.43 Million
1.09% of portfolio
|
Q3 2025
Reduced 32.26%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
40,381
shares
|
$1.42 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
|
$1.37 Million
0.39% of portfolio
|
Q2 2025
Reduced 36.27%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,591
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
37,738
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
36,987
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
36,824
shares
|
$1.29 Million
0.22% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$1.28 Million
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
36,404
shares
|
$1.28 Million
1.93% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
35,817
shares
|
$1.26 Million
0.24% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
35,280
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
34,435
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 49.84%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
34,278
shares
|
$1.2 Million
0.75% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,041
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
31,959
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 74.32%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
31,955
shares
|
$1.12 Million
0.67% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
31,844
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2025
Added 72.94%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
31,442
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
31,113
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
30,726
shares
|
$1.08 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
30,238
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
27,876
shares
|
$977,890
0.02% of portfolio
|
Q3 2025
Added 18.63%
|