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 358 institutions that hold shares in the stock, with a total of 77.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
74,554
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
73,920
shares
|
$2.54 Million
0.99% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
70,534
shares
|
$2.42 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
|
$2.4 Million
0.45% of portfolio
|
Q2 2025
Added 160.03%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
68,974
shares
|
$2.37 Million
1.55% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
68,644
shares
|
$2.36 Million
0.1% of portfolio
|
Q2 2025
Added 94.49%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
68,552
shares
|
$2.35 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
67,280
shares
|
$2.31 Million
1.41% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
66,788
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Added 37.87%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
64,566
shares
|
$2.22 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
63,734
shares
|
$2.19 Million
0.47% of portfolio
|
Q2 2023
Added 15.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,041
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
62,979
shares
|
$2.16 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
62,370
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 57.88%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
60,504
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
60,211
shares
|
$2.07 Million
1.53% of portfolio
|
Q2 2025
Reduced 37.6%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
60,104
shares
|
$2.06 Million
1.7% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
59,447
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
59,143
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
58,935
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
57,744
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
57,543
shares
|
$1.98 Million
1.32% of portfolio
|
Q4 2023
Added 7.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,462
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
57,254
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 59.42%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
56,240
shares
|
$1.93 Million
0.87% of portfolio
|
Q2 2025
Added 0.11%
|