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 390 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,865,282
shares
|
$318 Million
10.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,908,751
shares
|
$212 Million
3.28% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
5,872,164
shares
|
$211 Million
2.22% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,149,744
shares
|
$113 Million
0.94% of portfolio
|
Q2 2024
Added 13.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,268,424
shares
|
$81.5 Million
0.98% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,107,867
shares
|
$75.7 Million
1.49% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,252,031
shares
|
$45 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,209,483
shares
|
$43.4 Million
0.05% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,201,683
shares
|
$43.2 Million
0.07% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,142,904
shares
|
$41.1 Million
2.6% of portfolio
|
Q4 2025
Added 4.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,141,238
shares
|
$41 Million
0.01% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,017,244
shares
|
$36.5 Million
0.2% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
985,187
shares
|
$35.4 Million
3.62% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
890,787
shares
|
$32 Million
3.39% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
867,166
shares
|
$31.1 Million
4.95% of portfolio
|
Q4 2025
Added 133.07%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
846,703
shares
|
$30.4 Million
0.02% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
839,517
shares
|
$30.2 Million
7.99% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
827,183
shares
|
$29.7 Million
7.95% of portfolio
|
Q4 2025
Reduced 3.9%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
812,157
shares
|
$29.2 Million
4.26% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
802,782
shares
|
$28.8 Million
0.01% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
763,386
shares
|
$27.4 Million
0.12% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
729,618
shares
|
$26.2 Million
3.74% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
718,258
shares
|
$25.8 Million
0.86% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
624,595
shares
|
$22.4 Million
5.42% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
617,133
shares
|
$22.2 Million
0.03% of portfolio
|
Q4 2025
Reduced 1.7%
|
|