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 |
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,770
shares
|
$113,778
0.02% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,177
shares
|
$95,881
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$90,751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,890
shares
|
$87,220
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,792
shares
|
$84,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$84,081
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,202
shares
|
$66,456
0.0% of portfolio
|
Q4 2024
Added 101.46%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,128
shares
|
$64,223
0.01% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,070
shares
|
$62,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,898
shares
|
$57,281
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,825
shares
|
$55,078
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,391
shares
|
$41,980
0.0% of portfolio
|
Q3 2024
Reduced 52.93%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,300
shares
|
$39,234
0.02% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,284
shares
|
$38,751
0.0% of portfolio
|
Q2 2024
Reduced 25.44%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,257
shares
|
$37,936
0.0% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
1,175
shares
|
$35,461
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,173
shares
|
$35,401
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,142
shares
|
$34,465
0.0% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$33,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
914
shares
|
$27,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
910
shares
|
$27,463
0.0% of portfolio
|
Q1 2025
Reduced 82.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
874
shares
|
$26,377
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
750
shares
|
$22,635
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
643
shares
|
$19,405
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
580
shares
|
$17,504
0.0% of portfolio
|
Q1 2024
New holding
|