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 353 institutions that hold shares in the stock, with a total of 75.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
22,014
shares
|
$738,789
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
21,713
shares
|
$728,688
0.39% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,551
shares
|
$723,251
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
21,489
shares
|
$721,170
0.02% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
21,382
shares
|
$717,579
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
21,296
shares
|
$714,693
0.14% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
21,196
shares
|
$711,337
0.06% of portfolio
|
Q1 2025
Added 102.12%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
20,580
shares
|
$690,664
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
19,821
shares
|
$665,192
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
19,585
shares
|
$657,272
0.15% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
19,398
shares
|
$650,996
0.21% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
19,221
shares
|
$645,056
0.13% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,144
shares
|
$642,472
0.0% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
18,904
shares
|
$634,418
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
18,818
shares
|
$631,532
0.3% of portfolio
|
Q2 2025
Added 63.1%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
18,461
shares
|
$619,551
0.13% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
18,340
shares
|
$615,490
0.05% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
18,015
shares
|
$604,583
0.1% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
17,946
shares
|
$602,267
0.52% of portfolio
|
Q2 2025
Added 36.7%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
17,797
shares
|
$597,267
0.07% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,697
shares
|
$593,911
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
17,480
shares
|
$586,628
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
17,323
shares
|
$581,359
0.22% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
17,013
shares
|
$570,956
0.05% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
16,942
shares
|
$568,573
0.52% of portfolio
|
Q2 2025
Added 8.59%
|