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 |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,200
shares
|
$220,224
0.2% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,060
shares
|
$215,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,611
shares
|
$199,302
0.03% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
5,250
shares
|
$186,480
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,683
shares
|
$166,340
0.01% of portfolio
|
Q2 2025
Reduced 69.17%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
4,109
shares
|
$145,951
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
3,770
shares
|
$133,910
0.02% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
3,600
shares
|
$127,872
0.05% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,059
shares
|
$108,655
0.0% of portfolio
|
Q2 2025
Added 236.15%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$106,808
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,917
shares
|
$103,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,890
shares
|
$102,652
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$98,958
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2,198
shares
|
$78,072
0.02% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,898
shares
|
$67,416
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,863
shares
|
$66,173
0.0% of portfolio
|
Q2 2025
Added 1625.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,690
shares
|
$60,028
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
1,581
shares
|
$56,157
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,364
shares
|
$48,449
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,257
shares
|
$44,648
0.0% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,192
shares
|
$42,339
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,107
shares
|
$39,320
0.02% of portfolio
|
Q2 2025
Reduced 65.16%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,100
shares
|
$39,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
874
shares
|
$31,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
750
shares
|
$26,640
0.01% of portfolio
|
Q4 2023
New holding
|