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 357 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.64 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 |
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
601,117
shares
|
$20.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
559,075
shares
|
$19.2 Million
0.23% of portfolio
|
Q2 2025
Added 894.78%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
535,870
shares
|
$18.4 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Jul 25, 2025 Q2 2025 |
511,178
shares
|
$17.6 Million
13.66% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
504,587
shares
|
$17.3 Million
0.97% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$16.9 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
473,731
shares
|
$16.3 Million
10.3% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
470,827
shares
|
$16.2 Million
3.43% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
470,355
shares
|
$16.2 Million
2.2% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
448,041
shares
|
$15.4 Million
11.02% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
444,894
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
444,756
shares
|
$15.3 Million
3.94% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
439,644
shares
|
$15.1 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
434,946
shares
|
$14.9 Million
5.83% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
420,313
shares
|
$14.4 Million
3.68% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
410,030
shares
|
$14.1 Million
3.7% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
399,461
shares
|
$13.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
399,331
shares
|
$13.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
395,629
shares
|
$13.6 Million
0.51% of portfolio
|
Q2 2025
Added 14070.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
390,015
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
371,377
shares
|
$12.8 Million
3.9% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
366,291
shares
|
$12.6 Million
1.57% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
356,500
shares
|
$12.2 Million
1.79% of portfolio
|
Q2 2025
Reduced 66.54%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
343,779
shares
|
$11.8 Million
4.01% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$11.7 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|