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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
334,366
shares
|
$11.2 Million
2.89% of portfolio
|
Q3 2022
Added 890.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
332,936
shares
|
$11.2 Million
0.95% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
330,628
shares
|
$11.1 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
322,274
shares
|
$10.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
317,437
shares
|
$10.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
312,904
shares
|
$10.5 Million
3.36% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
305,796
shares
|
$10.3 Million
2.79% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
305,289
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
299,727
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,486
shares
|
$10 Million
0.05% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
298,206
shares
|
$10 Million
4.94% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
297,355
shares
|
$9.98 Million
4.54% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
295,823
shares
|
$9.93 Million
0.02% of portfolio
|
Q1 2025
Added 99.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
293,709
shares
|
$9.86 Million
2.21% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
289,717
shares
|
$9.72 Million
3.17% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
284,842
shares
|
$9.56 Million
3.48% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
273,930
shares
|
$9.19 Million
4.95% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
270,065
shares
|
$9.06 Million
4.86% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
264,356
shares
|
$8.87 Million
1.73% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
260,567
shares
|
$8.74 Million
1.49% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
258,652
shares
|
$8.68 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
255,583
shares
|
$8.58 Million
4.29% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
240,475
shares
|
$8.07 Million
4.81% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
232,506
shares
|
$7.8 Million
5.24% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
232,316
shares
|
$7.8 Million
2.93% of portfolio
|
Q2 2025
Reduced 5.77%
|