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 |
|---|---|---|---|---|---|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
6,935
shares
|
$232,738
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,918
shares
|
$232,168
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,871
shares
|
$230,590
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
6,654
shares
|
$223,308
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,553
shares
|
$219,918
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,234
shares
|
$209,213
0.0% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,200
shares
|
$208,072
0.2% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,060
shares
|
$203,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,611
shares
|
$188,305
0.03% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
5,250
shares
|
$176,190
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
4,470
shares
|
$150,013
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
4,109
shares
|
$137,898
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,770
shares
|
$126,521
0.02% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,177
shares
|
$106,620
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$100,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,890
shares
|
$96,988
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,792
shares
|
$93,699
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$93,498
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,128
shares
|
$71,415
0.01% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,070
shares
|
$69,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,898
shares
|
$63,696
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,825
shares
|
$61,247
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,391
shares
|
$46,681
0.0% of portfolio
|
Q3 2024
Reduced 52.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,257
shares
|
$42,184
0.0% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
1,175
shares
|
$39,433
0.02% of portfolio
|
Q1 2025
New holding
|