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 350 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,865,282
shares
|
$294 Million
10.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,149,471
shares
|
$204 Million
3.39% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,844,562
shares
|
$194 Million
2.07% of portfolio
|
Q2 2025
Added 455083.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$105 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,331,774
shares
|
$77.4 Million
1.1% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,647,321
shares
|
$54.7 Million
1.46% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,294,201
shares
|
$43 Million
3.12% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,237,300
shares
|
$41.1 Million
0.05% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,041,923
shares
|
$34.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,018,611
shares
|
$33.8 Million
3.76% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
987,935
shares
|
$32.8 Million
2.27% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
952,278
shares
|
$31.6 Million
0.06% of portfolio
|
Q1 2025
Added 13.1%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
862,785
shares
|
$28.6 Million
4.19% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
836,684
shares
|
$27.8 Million
7.97% of portfolio
|
Q2 2025
Added 28.7%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
760,027
shares
|
$25.2 Million
3.21% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
747,645
shares
|
$24.8 Million
3.74% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
745,420
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
702,368
shares
|
$23.3 Million
0.11% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
659,056
shares
|
$21.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
625,156
shares
|
$20.8 Million
0.04% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
621,325
shares
|
$20.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
618,536
shares
|
$20.5 Million
0.0% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
606,383
shares
|
$20.1 Million
5.04% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
593,381
shares
|
$19.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
562,350
shares
|
$18.7 Million
0.62% of portfolio
|
Q1 2025
Added 11.69%
|