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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
232,316
shares
|
$8.25 Million
2.93% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
232,039
shares
|
$8.24 Million
5.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$8.24 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
231,317
shares
|
$8.22 Million
0.97% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
230,798
shares
|
$8.2 Million
0.02% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
222,934
shares
|
$7.92 Million
1.0% of portfolio
|
Q2 2025
Added 10376.22%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
218,808
shares
|
$7.77 Million
1.88% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
215,494
shares
|
$7.65 Million
1.32% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
214,677
shares
|
$7.63 Million
3.39% of portfolio
|
Q2 2025
Added 128.12%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
212,291
shares
|
$7.54 Million
0.06% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
202,674
shares
|
$7.2 Million
3.44% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
202,657
shares
|
$7.2 Million
2.46% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
199,945
shares
|
$7.1 Million
4.48% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
196,747
shares
|
$6.99 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
190,532
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Added 808.16%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
188,300
shares
|
$6.69 Million
4.67% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
183,768
shares
|
$6.53 Million
0.19% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
179,530
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
177,547
shares
|
$6.31 Million
3.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
175,943
shares
|
$6.25 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
175,535
shares
|
$6.24 Million
0.18% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
167,389
shares
|
$5.95 Million
0.29% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
164,990
shares
|
$5.86 Million
0.01% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
161,349
shares
|
$5.73 Million
0.87% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
158,484
shares
|
$5.63 Million
4.0% of portfolio
|
Q2 2025
Added 1.92%
|