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 |
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
54,456
shares
|
$1.87 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
52,946
shares
|
$1.82 Million
1.26% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
52,367
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2025
Added 29.98%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
51,602
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2025
Added 92.89%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
51,364
shares
|
$1.76 Million
0.35% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
49,561
shares
|
$1.7 Million
0.09% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
49,543
shares
|
$1.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
48,869
shares
|
$1.68 Million
0.71% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
46,736
shares
|
$1.6 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,496
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
44,381
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
44,100
shares
|
$1.51 Million
0.71% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
43,296
shares
|
$1.49 Million
0.19% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
43,258
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
42,942
shares
|
$1.47 Million
1.2% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
41,261
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Added 1893.29%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
40,381
shares
|
$1.39 Million
0.58% of portfolio
|
Q2 2025
Added 50376.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
38,942
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 36.27%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
38,941
shares
|
$1.34 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,591
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
37,738
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
36,538
shares
|
$1.25 Million
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
36,385
shares
|
$1.25 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.24%
|