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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,173
shares
|
$39,365
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,142
shares
|
$38,325
0.0% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$36,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
914
shares
|
$30,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
910
shares
|
$30,539
0.0% of portfolio
|
Q1 2025
Reduced 82.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
874
shares
|
$29,331
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
750
shares
|
$25,170
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
643
shares
|
$21,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
580
shares
|
$19,464
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
410
shares
|
$13,759
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
320
shares
|
$10,739
0.01% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
280
shares
|
$9,396
0.0% of portfolio
|
Q4 2024
Added 72.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
216
shares
|
$7,248
0.0% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
166
shares
|
$5,570
0.0% of portfolio
|
Q3 2024
Reduced 99.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
129
shares
|
$4,329
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
129
shares
|
$4,329
0.0% of portfolio
|
Q4 2024
Reduced 88.59%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
127
shares
|
$4,262
0.0% of portfolio
|
Q1 2025
Reduced 84.84%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
108
shares
|
$3,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
108
shares
|
$3,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
85
shares
|
$2,852
0.0% of portfolio
|
Q1 2025
Reduced 94.11%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
80
shares
|
$2,684
0.6% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
35
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
34
shares
|
$1,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
10
shares
|
$335
0.0% of portfolio
|
Q2 2024
Reduced 92.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|