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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
342,279
shares
|
$12.2 Million
0.99% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$12.1 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
334,366
shares
|
$11.9 Million
2.89% of portfolio
|
Q3 2022
Added 890.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
332,178
shares
|
$11.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
331,520
shares
|
$11.8 Million
4.14% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
317,437
shares
|
$11.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
317,056
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
315,470
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
302,710
shares
|
$10.8 Million
2.89% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,486
shares
|
$10.6 Million
0.05% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
298,114
shares
|
$10.6 Million
3.39% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
297,355
shares
|
$10.6 Million
4.54% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
293,709
shares
|
$10.4 Million
2.21% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
292,972
shares
|
$10.4 Million
3.2% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
289,378
shares
|
$10.3 Million
4.94% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
288,470
shares
|
$10.2 Million
3.61% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
279,263
shares
|
$9.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
273,930
shares
|
$9.73 Million
4.95% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
270,065
shares
|
$9.59 Million
4.86% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
264,356
shares
|
$9.39 Million
1.73% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
256,853
shares
|
$9.12 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
248,662
shares
|
$8.83 Million
4.35% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
240,475
shares
|
$8.54 Million
4.81% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
237,336
shares
|
$8.43 Million
1.59% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
232,506
shares
|
$8.26 Million
5.24% of portfolio
|
Q2 2025
Reduced 1.22%
|