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 316 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,852
shares
|
$166,255
0.04% of portfolio
|
Q3 2024
Added 54.77%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,462
shares
|
$155,175
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,250
shares
|
$149,152
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,205
shares
|
$147,874
0.0% of portfolio
|
Q4 2024
Reduced 25.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,470
shares
|
$126,992
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
4,109
shares
|
$116,736
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
3,770
shares
|
$107,105
0.02% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
3,766
shares
|
$106,992
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,175
shares
|
$90,201
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$85,428
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,970
shares
|
$84,377
0.01% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,792
shares
|
$79,320
0.0% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$79,150
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,202
shares
|
$62,558
0.0% of portfolio
|
Q4 2024
Added 101.46%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,093
shares
|
$59,462
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,070
shares
|
$58,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
1,823
shares
|
$51,791
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,773
shares
|
$50,370
0.0% of portfolio
|
Q4 2024
Reduced 83.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,633
shares
|
$46,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$42,615
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,481
shares
|
$42,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,444
shares
|
$41,024
0.02% of portfolio
|
Q4 2024
Added 131.78%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,391
shares
|
$39,518
0.0% of portfolio
|
Q3 2024
Reduced 52.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,284
shares
|
$36,478
0.0% of portfolio
|
Q2 2024
Reduced 25.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,171
shares
|
$33,268
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|