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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
31,959
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 74.32%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
31,307
shares
|
$1.01 Million
0.2% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
30,858
shares
|
$996,096
0.73% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
29,901
shares
|
$965,204
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
28,420
shares
|
$917,397
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
28,035
shares
|
$904,969
0.01% of portfolio
|
Q1 2025
Added 115.07%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
26,932
shares
|
$869,364
0.18% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,812
shares
|
$865,491
0.0% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
26,752
shares
|
$863,554
0.05% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
26,153
shares
|
$844,218
0.54% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
25,416
shares
|
$820,428
0.69% of portfolio
|
Q1 2025
Added 40.81%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
25,200
shares
|
$813,456
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
24,725
shares
|
$798,123
0.51% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
24,337
shares
|
$785,598
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
23,987
shares
|
$774,300
0.36% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
23,919
shares
|
$772,105
0.03% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
23,572
shares
|
$760,904
0.02% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
23,449
shares
|
$756,933
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
23,402
shares
|
$755,416
0.31% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
23,006
shares
|
$742,633
0.09% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
22,940
shares
|
$740,503
0.55% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
22,060
shares
|
$712,096
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
21,713
shares
|
$700,895
0.39% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,551
shares
|
$695,666
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
21,382
shares
|
$690,210
0.02% of portfolio
|
Q4 2024
New holding
|