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 266 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
14,836
shares
|
$405,022
0.44% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
14,559
shares
|
$397,460
0.32% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,426
shares
|
$393,829
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
13,973
shares
|
$381,462
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
13,677
shares
|
$373,382
0.0% of portfolio
|
Q2 2024
Reduced 16.74%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
13,497
shares
|
$368,468
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
13,473
shares
|
$367,812
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
13,262
shares
|
$362,052
0.09% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
13,247
shares
|
$361,643
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
13,013
shares
|
$355,254
0.0% of portfolio
|
Q2 2024
Added 41.4%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
12,480
shares
|
$340,704
0.21% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,441
shares
|
$339,639
0.16% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
11,912
shares
|
$325,197
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$313,704
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,257
shares
|
$307,316
0.27% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
11,235
shares
|
$306,715
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$302,211
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,012
shares
|
$300,627
0.0% of portfolio
|
Q3 2024
Reduced 62.72%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
10,742
shares
|
$293,256
0.07% of portfolio
|
Q2 2023
Reduced 45.59%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
10,349
shares
|
$282,527
0.04% of portfolio
|
Q2 2024
Reduced 22.05%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
9,903
shares
|
$270,351
0.04% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
9,556
shares
|
$260,878
0.17% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,309
shares
|
$254,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
8,843
shares
|
$241,413
0.18% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
8,672
shares
|
$236,745
0.15% of portfolio
|
Q3 2024
Reduced 5.44%
|