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 82.4 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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
31,113
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
30,238
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
30,199
shares
|
$1.08 Million
0.67% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
29,786
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 23.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
27,876
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
27,832
shares
|
$999,725
0.09% of portfolio
|
Q2 2025
Added 63.59%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
27,583
shares
|
$990,781
0.81% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
27,482
shares
|
$987,153
0.53% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
27,190
shares
|
$976,664
0.42% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
27,071
shares
|
$972,390
0.58% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
26,800
shares
|
$962,656
0.08% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
25,752
shares
|
$925,011
0.42% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
25,591
shares
|
$919,228
0.7% of portfolio
|
Q3 2025
Added 42.6%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
24,395
shares
|
$876,268
0.59% of portfolio
|
Q3 2025
Added 68.15%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
24,337
shares
|
$874,185
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
24,310
shares
|
$873,215
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
23,402
shares
|
$840,599
0.31% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
23,243
shares
|
$834,888
0.02% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
23,096
shares
|
$829,608
0.28% of portfolio
|
Q3 2025
Added 34.18%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
22,798
shares
|
$818,904
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
22,621
shares
|
$812,546
0.1% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,556
shares
|
$810,211
0.03% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
22,065
shares
|
$792,574
0.3% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
21,940
shares
|
$788,084
0.39% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,551
shares
|
$774,111
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|