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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
6,654
shares
|
$239,011
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
6,479
shares
|
$232,725
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,291
shares
|
$225,972
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
6,289
shares
|
$225,900
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,200
shares
|
$222,704
0.2% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,060
shares
|
$217,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,956
shares
|
$213,939
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
5,947
shares
|
$213,616
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,873
shares
|
$210,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,751
shares
|
$206,575
0.01% of portfolio
|
Q3 2025
Reduced 48.25%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,685
shares
|
$204,205
0.01% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,641
shares
|
$202,624
0.03% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
5,250
shares
|
$188,580
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,870
shares
|
$174,930
0.0% of portfolio
|
Q3 2025
Added 66.95%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
4,861
shares
|
$174,607
0.07% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,320
shares
|
$155,174
0.0% of portfolio
|
Q3 2025
Added 131.88%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
4,109
shares
|
$147,595
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,819
shares
|
$137,178
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$133,873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,600
shares
|
$129,312
0.05% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,260
shares
|
$117,099
0.0% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,007
shares
|
$108,011
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
2,952
shares
|
$106,035
0.03% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,890
shares
|
$103,808
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,786
shares
|
$100,073
0.05% of portfolio
|
Q1 2024
Added 8.62%
|
|