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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
93,242
shares
|
$3.13 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
91,326
shares
|
$3.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
88,490
shares
|
$2.97 Million
2.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
86,312
shares
|
$2.9 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
84,598
shares
|
$2.84 Million
1.95% of portfolio
|
Q1 2025
Added 76.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
84,198
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$2.81 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
81,748
shares
|
$2.74 Million
0.71% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
81,705
shares
|
$2.74 Million
1.13% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
81,342
shares
|
$2.73 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
81,282
shares
|
$2.73 Million
0.91% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
80,791
shares
|
$2.71 Million
0.35% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
80,508
shares
|
$2.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
79,408
shares
|
$2.66 Million
2.25% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
77,994
shares
|
$2.62 Million
0.77% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
77,327
shares
|
$2.6 Million
1.66% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
76,732
shares
|
$2.58 Million
1.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
76,565
shares
|
$2.57 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
75,470
shares
|
$2.53 Million
1.43% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
73,920
shares
|
$2.48 Million
0.99% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
73,347
shares
|
$2.46 Million
0.03% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
72,481
shares
|
$2.43 Million
0.9% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
71,702
shares
|
$2.41 Million
1.05% of portfolio
|
Q1 2025
Added 25.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
70,534
shares
|
$2.37 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
70,030
shares
|
$2.35 Million
0.45% of portfolio
|
Q2 2025
Added 160.03%
|