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 |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
69,063
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
68,974
shares
|
$2.31 Million
1.55% of portfolio
|
Q2 2025
Added 3.1%
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
68,856
shares
|
$2.31 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
68,644
shares
|
$2.3 Million
0.1% of portfolio
|
Q2 2025
Added 94.49%
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
67,280
shares
|
$2.26 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
|
$2.24 Million
0.04% of portfolio
|
Q2 2025
Added 37.87%
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
64,566
shares
|
$2.17 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
63,734
shares
|
$2.14 Million
0.47% of portfolio
|
Q2 2023
Added 15.1%
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
63,404
shares
|
$2.13 Million
0.45% of portfolio
|
Q1 2025
Added 4.65%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,041
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
62,370
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 57.88%
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
61,979
shares
|
$2.08 Million
0.16% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
60,211
shares
|
$2.02 Million
1.53% of portfolio
|
Q2 2025
Reduced 37.6%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
59,480
shares
|
$2 Million
0.28% of portfolio
|
Q1 2025
Added 0.11%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
59,471
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
59,447
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
57,543
shares
|
$1.93 Million
1.32% of portfolio
|
Q4 2023
Added 7.89%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,462
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 17.87%
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
56,501
shares
|
$1.9 Million
1.48% of portfolio
|
Q1 2025
Added 34.87%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
56,384
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
56,240
shares
|
$1.89 Million
0.87% of portfolio
|
Q2 2025
Added 0.11%
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
56,201
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 15.42%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
55,815
shares
|
$1.87 Million
0.1% of portfolio
|
Q3 2022
Reduced 31.1%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
55,730
shares
|
$1.87 Million
0.54% of portfolio
|
Q1 2025
Added 260.2%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
54,456
shares
|
$1.83 Million
0.59% of portfolio
|
Q2 2025
New holding
|