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 281 institutions that hold shares in the stock, with a total of 62.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
478,275
shares
|
$13.1 Million
1.24% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
468,153
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
464,536
shares
|
$12.7 Million
0.5% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
460,250
shares
|
$12.6 Million
9.63% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
430,775
shares
|
$11.8 Million
3.3% of portfolio
|
Q3 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
426,964
shares
|
$11.7 Million
4.14% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
424,833
shares
|
$11.6 Million
0.67% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
412,478
shares
|
$11.3 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
396,509
shares
|
$10.8 Million
4.02% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
387,044
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
383,990
shares
|
$10.5 Million
2.95% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
382,030
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
374,182
shares
|
$10.2 Million
0.07% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
369,003
shares
|
$10.1 Million
1.38% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
366,686
shares
|
$10 Million
1.48% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
363,134
shares
|
$9.92 Million
4.17% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
347,739
shares
|
$9.5 Million
3.39% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
343,267
shares
|
$9.37 Million
0.0% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$9.3 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
334,366
shares
|
$9.13 Million
2.89% of portfolio
|
Q3 2022
Added 890.24%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
329,201
shares
|
$8.99 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
326,404
shares
|
$8.91 Million
0.39% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
321,603
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
317,366
shares
|
$8.67 Million
0.11% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
308,122
shares
|
$8.41 Million
3.91% of portfolio
|
Q3 2024
Added 2.09%
|