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 364 institutions that hold shares in the stock, with a total of 78.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,865,282
shares
|
$304 Million
10.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,899,078
shares
|
$203 Million
3.37% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,844,562
shares
|
$201 Million
2.07% of portfolio
|
Q2 2025
Added 455083.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$108 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,520,459
shares
|
$86.6 Million
1.18% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,031,995
shares
|
$69.8 Million
1.5% of portfolio
|
Q2 2025
Added 23.35%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,294,201
shares
|
$44.4 Million
3.12% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,179,049
shares
|
$40.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,041,923
shares
|
$35.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,033,796
shares
|
$35.5 Million
0.06% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
999,351
shares
|
$34.3 Million
0.0% of portfolio
|
Q2 2025
Added 61.57%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
998,879
shares
|
$34.3 Million
3.84% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
987,935
shares
|
$33.9 Million
2.27% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
858,564
shares
|
$29.5 Million
3.69% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
845,687
shares
|
$29 Million
8.05% of portfolio
|
Q2 2025
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
836,684
shares
|
$28.7 Million
7.97% of portfolio
|
Q2 2025
Added 28.7%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
829,989
shares
|
$28.5 Million
4.23% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
776,987
shares
|
$26.7 Million
0.17% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
766,388
shares
|
$26.3 Million
0.41% of portfolio
|
Q2 2025
Added 106.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
753,444
shares
|
$25.9 Million
0.12% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
747,645
shares
|
$25.7 Million
3.74% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
744,751
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
640,588
shares
|
$22 Million
0.77% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
625,156
shares
|
$21.5 Million
0.04% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
613,713
shares
|
$21.1 Million
5.27% of portfolio
|
Q2 2025
Added 1.21%
|