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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
17,075
shares
|
$452,658
0.04% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
16,679
shares
|
$442,160
0.07% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
16,447
shares
|
$436,009
0.2% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
15,616
shares
|
$413,980
0.05% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
15,500
shares
|
$410,905
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,381
shares
|
$407,750
0.0% of portfolio
|
Q3 2024
Added 219.9%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
14,836
shares
|
$393,302
0.44% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
14,559
shares
|
$385,959
0.31% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,426
shares
|
$382,433
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
14,402
shares
|
$381,797
0.1% of portfolio
|
Q3 2024
Added 76.86%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
13,973
shares
|
$370,424
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,733
shares
|
$364,061
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
13,497
shares
|
$357,805
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
13,473
shares
|
$357,169
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
13,247
shares
|
$351,177
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,176
shares
|
$349,295
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
12,913
shares
|
$342,323
0.09% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$338,373
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,441
shares
|
$329,810
0.16% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
11,912
shares
|
$315,787
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$304,626
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,257
shares
|
$298,423
0.27% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
11,235
shares
|
$297,839
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$293,465
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,012
shares
|
$291,928
0.0% of portfolio
|
Q3 2024
Reduced 62.72%
|