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 |
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
106,817
shares
|
$3.67 Million
2.2% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
106,693
shares
|
$3.66 Million
1.69% of portfolio
|
Q2 2025
Added 206.77%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
101,879
shares
|
$3.5 Million
2.2% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
99,425
shares
|
$3.41 Million
1.42% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
95,919
shares
|
$3.29 Million
0.16% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
93,816
shares
|
$3.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
93,242
shares
|
$3.2 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
92,149
shares
|
$3.16 Million
0.52% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
91,086
shares
|
$3.13 Million
0.42% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
90,755
shares
|
$3.12 Million
1.74% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
88,897
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 28.72%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
88,490
shares
|
$3.04 Million
2.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
87,864
shares
|
$3.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
84,439
shares
|
$2.9 Million
0.81% of portfolio
|
Q2 2025
Added 51.51%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
84,313
shares
|
$2.9 Million
1.23% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
84,198
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$2.87 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
83,522
shares
|
$2.87 Million
1.06% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
81,282
shares
|
$2.79 Million
0.91% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
79,551
shares
|
$2.73 Million
1.06% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
78,505
shares
|
$2.7 Million
2.43% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
77,994
shares
|
$2.68 Million
0.77% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
77,327
shares
|
$2.66 Million
1.66% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
75,470
shares
|
$2.59 Million
1.43% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
74,943
shares
|
$2.57 Million
1.14% of portfolio
|
Q2 2025
Added 4.52%
|