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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
10,672
shares
|
$383,338
0.28% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,541
shares
|
$378,632
0.0% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
10,223
shares
|
$367,210
0.0% of portfolio
|
Q4 2025
Reduced 6.19%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
10,114
shares
|
$363,294
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,000
shares
|
$359,200
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
9,907
shares
|
$355,859
0.13% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
9,736
shares
|
$349,717
0.13% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$344,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,051
shares
|
$325,111
0.04% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
9,021
shares
|
$324,034
0.11% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
8,826
shares
|
$317,029
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
8,645
shares
|
$310,528
0.13% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
8,621
shares
|
$309,666
0.18% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
8,278
shares
|
$297,345
0.2% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,747
shares
|
$278,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,747
shares
|
$278,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,667
shares
|
$275,398
0.03% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,571
shares
|
$271,950
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
7,453
shares
|
$267,711
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
7,334
shares
|
$263,437
0.04% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,000
shares
|
$251,440
0.0% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,935
shares
|
$249,105
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
6,868
shares
|
$246,698
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,838
shares
|
$245,620
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
6,689
shares
|
$240,268
0.0% of portfolio
|
Q3 2025
New holding
|
|