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 341 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 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 |
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,112
shares
|
$275,000
0.0% of portfolio
|
Q1 2025
Added 413.93%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,610
shares
|
$259,849
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
8,192
shares
|
$247,234
0.02% of portfolio
|
Q1 2025
Reduced 84.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
8,085
shares
|
$244,005
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,052
shares
|
$243,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,033
shares
|
$242,435
0.16% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
8,001
shares
|
$241,470
0.15% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,654
shares
|
$230,997
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,640
shares
|
$230,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,571
shares
|
$228,492
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,499
shares
|
$226,319
0.21% of portfolio
|
Q1 2025
Reduced 34.11%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
7,453
shares
|
$224,931
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,256
shares
|
$218,986
0.05% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,228
shares
|
$218,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
7,144
shares
|
$215,605
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,123
shares
|
$214,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
6,935
shares
|
$209,298
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,918
shares
|
$208,785
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,871
shares
|
$207,366
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,234
shares
|
$188,142
0.0% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,060
shares
|
$182,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
5,510
shares
|
$166,291
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
5,250
shares
|
$158,445
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
4,470
shares
|
$134,904
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
4,109
shares
|
$124,009
0.09% of portfolio
|
Q4 2024
New holding
|