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 320 institutions that hold shares in the stock, with a total of 65 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,284
shares
|
$36,606
0.0% of portfolio
|
Q2 2024
Reduced 25.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,171
shares
|
$33,385
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
914
shares
|
$26,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
874
shares
|
$24,917
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
838
shares
|
$23,891
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$22,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
750
shares
|
$21,382
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
747
shares
|
$21,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
643
shares
|
$18,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
580
shares
|
$16,535
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
410
shares
|
$11,689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
346
shares
|
$9,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
280
shares
|
$7,982
0.0% of portfolio
|
Q4 2024
Added 72.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$5,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
166
shares
|
$4,732
0.0% of portfolio
|
Q3 2024
Reduced 99.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
129
shares
|
$3,677
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
129
shares
|
$3,677
0.0% of portfolio
|
Q4 2024
Reduced 88.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
108
shares
|
$3,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
71
shares
|
$2,024
0.0% of portfolio
|
Q4 2024
Reduced 90.17%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
10
shares
|
$285
0.0% of portfolio
|
Q2 2024
Reduced 92.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|