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 $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
231,950
shares
|
$7.7 Million
0.3% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
231,123
shares
|
$7.67 Million
4.87% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
219,871
shares
|
$7.3 Million
0.02% of portfolio
|
Q1 2025
Added 276.83%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
218,808
shares
|
$7.26 Million
1.88% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
218,545
shares
|
$7.26 Million
0.92% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
215,494
shares
|
$7.15 Million
1.32% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
212,291
shares
|
$7.05 Million
0.06% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
202,657
shares
|
$6.73 Million
2.46% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
195,695
shares
|
$6.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
195,014
shares
|
$6.47 Million
3.49% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
188,300
shares
|
$6.25 Million
4.67% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
187,313
shares
|
$6.22 Million
1.08% of portfolio
|
Q1 2025
Reduced 67.65%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
181,503
shares
|
$6.03 Million
3.35% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
178,642
shares
|
$5.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.73%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
175,943
shares
|
$5.84 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
175,310
shares
|
$5.82 Million
0.13% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
172,136
shares
|
$5.71 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
171,607
shares
|
$5.7 Million
0.17% of portfolio
|
Q1 2025
Added 1994.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
168,946
shares
|
$5.61 Million
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
164,085
shares
|
$5.45 Million
3.81% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
159,292
shares
|
$5.29 Million
0.26% of portfolio
|
Q1 2025
Added 154.52%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
155,495
shares
|
$5.16 Million
4.15% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
154,201
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
142,938
shares
|
$4.75 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|