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 367 institutions that hold shares in the stock, with a total of 79.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
9,754
shares
|
$346,462
0.13% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,687
shares
|
$344,082
0.07% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$340,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
9,524
shares
|
$338,292
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
8,610
shares
|
$305,827
0.18% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,768
shares
|
$275,919
0.0% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
7,667
shares
|
$272,331
0.03% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,625
shares
|
$270,840
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,598
shares
|
$269,880
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
7,528
shares
|
$267,394
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
7,453
shares
|
$264,730
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,351
shares
|
$261,107
0.05% of portfolio
|
Q2 2025
Added 6706.48%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
7,123
shares
|
$253,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
6,935
shares
|
$246,331
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
6,868
shares
|
$243,951
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,857
shares
|
$243,560
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
6,654
shares
|
$236,350
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,558
shares
|
$232,940
0.0% of portfolio
|
Q2 2025
Reduced 51.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,553
shares
|
$232,762
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,519
shares
|
$231,554
0.02% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,448
shares
|
$229,032
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
6,374
shares
|
$226,404
0.02% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,337
shares
|
$225,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
6,289
shares
|
$223,385
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
6,287
shares
|
$223,314
0.04% of portfolio
|
Q2 2025
New holding
|