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 |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
16,562
shares
|
$555,820
0.23% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
16,367
shares
|
$549,276
0.0% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
16,323
shares
|
$547,799
0.21% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
16,194
shares
|
$543,470
0.2% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
15,942
shares
|
$535,013
0.17% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,500
shares
|
$520,180
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
15,213
shares
|
$510,548
0.1% of portfolio
|
Q1 2025
Added 41.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,188
shares
|
$509,709
0.02% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
14,759
shares
|
$495,312
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
14,747
shares
|
$494,909
0.15% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
14,632
shares
|
$491,049
0.05% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,452
shares
|
$485,009
0.01% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
14,367
shares
|
$482,156
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,018
shares
|
$470,444
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
13,574
shares
|
$455,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
13,497
shares
|
$452,959
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,401
shares
|
$449,737
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
13,294
shares
|
$446,146
0.09% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
13,193
shares
|
$442,757
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$428,359
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
12,200
shares
|
$409,432
0.23% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
12,173
shares
|
$408,525
0.0% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,084
shares
|
$405,539
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$385,637
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
11,391
shares
|
$382,281
0.14% of portfolio
|
Q2 2025
Reduced 3.15%
|