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 $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$371,509
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
10,429
shares
|
$349,997
0.16% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,382
shares
|
$348,419
0.01% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
10,308
shares
|
$345,936
0.13% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,211
shares
|
$342,681
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
9,997
shares
|
$335,499
0.05% of portfolio
|
Q2 2025
Added 39.94%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,687
shares
|
$325,095
0.07% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,680
shares
|
$324,860
0.05% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,632
shares
|
$323,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
9,532
shares
|
$319,893
0.04% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
9,524
shares
|
$319,625
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
9,260
shares
|
$310,765
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,112
shares
|
$305,798
0.0% of portfolio
|
Q1 2025
Added 413.93%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
8,610
shares
|
$288,951
0.18% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,052
shares
|
$270,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
8,001
shares
|
$268,513
0.15% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,654
shares
|
$256,868
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,640
shares
|
$256,398
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,598
shares
|
$254,988
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,571
shares
|
$254,082
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
7,453
shares
|
$250,122
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,256
shares
|
$243,511
0.05% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,228
shares
|
$242,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,123
shares
|
$239,047
0.0% of portfolio
|
Q1 2025
New holding
|