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 |
|---|---|---|---|---|---|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
34,278
shares
|
$1.14 Million
0.75% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
32,401
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
32,350
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
32,089
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
31,959
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 74.32%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
31,307
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
30,858
shares
|
$1.02 Million
0.73% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
29,901
shares
|
$992,713
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
28,035
shares
|
$930,762
0.01% of portfolio
|
Q1 2025
Added 115.07%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
27,805
shares
|
$923,126
0.59% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
27,752
shares
|
$921,366
0.43% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,812
shares
|
$890,158
0.0% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
26,752
shares
|
$888,166
0.05% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
26,177
shares
|
$869,076
0.55% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
25,500
shares
|
$846,600
0.71% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
25,200
shares
|
$836,640
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
24,337
shares
|
$807,988
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
23,919
shares
|
$794,110
0.03% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,498
shares
|
$780,133
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
23,402
shares
|
$776,946
0.31% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
22,940
shares
|
$761,608
0.55% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,676
shares
|
$752,843
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
22,672
shares
|
$752,710
0.35% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
22,587
shares
|
$749,888
0.1% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
22,060
shares
|
$732,392
0.45% of portfolio
|
Q4 2024
New holding
|