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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,476
shares
|
$771,417
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
21,109
shares
|
$758,235
0.05% of portfolio
|
Q4 2025
Added 13.83%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
20,881
shares
|
$750,045
0.24% of portfolio
|
Q3 2025
Added 34.72%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,715
shares
|
$744,082
0.16% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
20,680
shares
|
$742,825
0.31% of portfolio
|
Q4 2025
Reduced 5.16%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
20,580
shares
|
$739,233
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
20,556
shares
|
$738,371
0.02% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
19,821
shares
|
$711,970
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
19,749
shares
|
$709,384
0.27% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
19,521
shares
|
$701,194
0.46% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
19,221
shares
|
$690,418
0.13% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
18,852
shares
|
$677,163
0.27% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
18,482
shares
|
$663,873
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
18,182
shares
|
$653,097
0.01% of portfolio
|
Q3 2025
Reduced 29.89%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
18,091
shares
|
$649,828
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
17,994
shares
|
$646,344
0.56% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
17,466
shares
|
$627,378
0.14% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,660
shares
|
$598,427
0.0% of portfolio
|
Q3 2025
Added 53.39%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
16,348
shares
|
$587,220
0.09% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,049
shares
|
$576,480
0.01% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
16,040
shares
|
$576,156
0.22% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
15,990
shares
|
$574,360
0.15% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,906
shares
|
$571,343
0.01% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
15,661
shares
|
$562,543
0.18% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
15,379
shares
|
$552,413
0.0% of portfolio
|
Q3 2025
Added 7.7%
|
|