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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
535,870
shares
|
$18 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
May 14, 2025 Q1 2025 |
511,178
shares
|
$17.2 Million
13.4% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
494,030
shares
|
$16.6 Million
0.92% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$16.6 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
473,731
shares
|
$15.9 Million
10.3% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
470,355
shares
|
$15.8 Million
2.2% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
468,376
shares
|
$15.7 Million
3.27% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
465,442
shares
|
$15.6 Million
4.8% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
448,041
shares
|
$15 Million
11.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
445,081
shares
|
$14.9 Million
1.25% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
442,519
shares
|
$14.9 Million
3.47% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
441,353
shares
|
$14.8 Million
3.84% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
418,130
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
412,166
shares
|
$13.8 Million
0.05% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
410,030
shares
|
$13.8 Million
3.7% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
399,461
shares
|
$13.4 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
390,015
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
371,377
shares
|
$12.5 Million
3.9% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
370,811
shares
|
$12.4 Million
0.3% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
356,500
shares
|
$12 Million
1.79% of portfolio
|
Q2 2025
Reduced 66.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
345,927
shares
|
$11.6 Million
0.09% of portfolio
|
Q1 2025
Added 106.85%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
344,695
shares
|
$11.6 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
343,779
shares
|
$11.5 Million
4.01% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
342,462
shares
|
$11.5 Million
0.11% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$11.4 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|