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 322 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 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
|
$250 Million
10.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
6,389,795
shares
|
$180 Million
3.36% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$88.9 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,231,410
shares
|
$63 Million
1.08% of portfolio
|
Q4 2024
Added 35.54%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,421,484
shares
|
$40.1 Million
1.12% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,212,974
shares
|
$34.2 Million
2.58% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,207,345
shares
|
$34.1 Million
0.04% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,046,058
shares
|
$29.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,035,882
shares
|
$29.2 Million
4.11% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,009,118
shares
|
$28.5 Million
1.95% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
972,480
shares
|
$27.5 Million
3.28% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
841,997
shares
|
$23.8 Million
0.05% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
823,169
shares
|
$23.2 Million
3.83% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
780,763
shares
|
$22 Million
2.93% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
767,020
shares
|
$21.7 Million
3.3% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
722,713
shares
|
$20.4 Million
0.01% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
704,833
shares
|
$19.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
683,943
shares
|
$19.3 Million
0.06% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
650,080
shares
|
$18.4 Million
5.67% of portfolio
|
Q4 2024
Added 85.38%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
613,434
shares
|
$17.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
588,252
shares
|
$16.6 Million
4.41% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
549,179
shares
|
$15.5 Million
0.0% of portfolio
|
Q4 2024
Added 43.75%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
516,699
shares
|
$14.6 Million
2.82% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
503,495
shares
|
$14.2 Million
0.5% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$13.9 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|