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 364 institutions that hold shares in the stock, with a total of 78.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 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 |
|
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%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
34,278
shares
|
$1.18 Million
0.75% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
33,915
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
32,533
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
32,175
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
32,134
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,041
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
31,959
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 74.32%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
30,834
shares
|
$1.06 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
30,164
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
30,060
shares
|
$1.03 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
28,004
shares
|
$961,657
0.0% of portfolio
|
Q2 2025
Added 71.1%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
27,832
shares
|
$955,750
0.09% of portfolio
|
Q2 2025
Added 63.59%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
27,805
shares
|
$954,823
0.59% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
27,752
shares
|
$953,003
0.43% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
27,643
shares
|
$949,260
0.08% of portfolio
|
Q2 2025
Added 30.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27,210
shares
|
$934,391
0.0% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
27,130
shares
|
$931,644
0.19% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
26,935
shares
|
$924,947
0.44% of portfolio
|
Q2 2025
Reduced 34.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,537
shares
|
$911,280
0.0% of portfolio
|
Q2 2025
Added 325.68%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
26,177
shares
|
$898,918
0.55% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
25,934
shares
|
$890,573
0.02% of portfolio
|
Q2 2025
Reduced 36.64%
|