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 |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
141,608
shares
|
$4.7 Million
1.92% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
141,295
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
139,994
shares
|
$4.65 Million
2.46% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
139,341
shares
|
$4.63 Million
1.18% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
136,966
shares
|
$4.55 Million
2.85% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
136,150
shares
|
$4.52 Million
2.72% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
135,246
shares
|
$4.49 Million
1.23% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
133,079
shares
|
$4.42 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
131,334
shares
|
$4.36 Million
2.03% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
130,975
shares
|
$4.35 Million
0.08% of portfolio
|
Q2 2025
Added 86.54%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
128,323
shares
|
$4.26 Million
1.27% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
124,477
shares
|
$4.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
122,232
shares
|
$4.06 Million
4.12% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
122,113
shares
|
$4.05 Million
3.05% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
121,983
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
117,199
shares
|
$3.89 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
117,140
shares
|
$3.89 Million
0.71% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
113,467
shares
|
$3.77 Million
0.24% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
109,751
shares
|
$3.64 Million
2.77% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$3.58 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
107,034
shares
|
$3.55 Million
2.24% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
106,693
shares
|
$3.54 Million
1.69% of portfolio
|
Q2 2025
Added 206.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
96,733
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Added 161.2%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
95,480
shares
|
$3.17 Million
0.09% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
94,105
shares
|
$3.12 Million
1.53% of portfolio
|
Q1 2025
Reduced 2.83%
|