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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
53,962
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
51,364
shares
|
$1.71 Million
0.35% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
51,092
shares
|
$1.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
49,764
shares
|
$1.65 Million
0.12% of portfolio
|
Q1 2025
Added 39.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
49,561
shares
|
$1.65 Million
0.09% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
49,543
shares
|
$1.64 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
48,869
shares
|
$1.62 Million
0.71% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
47,866
shares
|
$1.59 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
47,214
shares
|
$1.57 Million
0.21% of portfolio
|
Q1 2025
Reduced 54.37%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
47,093
shares
|
$1.56 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
45,999
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,496
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
44,100
shares
|
$1.46 Million
0.7% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
43,296
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
40,930
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.38%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
40,899
shares
|
$1.36 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
40,290
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Added 71.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
38,942
shares
|
$1.29 Million
0.39% of portfolio
|
Q2 2025
Reduced 36.27%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
38,941
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
37,191
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$1.21 Million
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
36,500
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
36,471
shares
|
$1.21 Million
1.94% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
35,913
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.32%
|