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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,861
shares
|
$533,807
0.01% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
14,703
shares
|
$528,131
0.05% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
14,610
shares
|
$524,791
0.09% of portfolio
|
Q3 2025
Added 25.32%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
14,434
shares
|
$518,469
0.22% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
14,053
shares
|
$504,783
0.1% of portfolio
|
Q3 2025
Reduced 34.01%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
13,865
shares
|
$498,030
0.33% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
13,497
shares
|
$484,812
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,368
shares
|
$480,178
0.0% of portfolio
|
Q2 2025
Added 325.68%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
13,242
shares
|
$475,652
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,764
shares
|
$458,482
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
12,660
shares
|
$454,747
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
12,656
shares
|
$454,603
0.07% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,540
shares
|
$450,436
0.09% of portfolio
|
Q3 2025
Added 25.61%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
12,476
shares
|
$448,137
0.24% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
12,270
shares
|
$440,738
0.14% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
12,120
shares
|
$435,350
0.06% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,875
shares
|
$426,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
11,805
shares
|
$424,035
0.01% of portfolio
|
Q4 2025
Added 14.16%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
11,772
shares
|
$422,850
0.25% of portfolio
|
Q4 2025
Reduced 10.77%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
11,636
shares
|
$417,965
0.08% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
11,491
shares
|
$412,756
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
11,128
shares
|
$399,717
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,070
shares
|
$397,634
0.0% of portfolio
|
Q2 2023
Reduced 7.36%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
11,054
shares
|
$397,059
0.11% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,763
shares
|
$386,606
0.07% of portfolio
|
Q3 2025
Added 11.11%
|
|