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 |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
346
shares
|
$12,428
0.01% of portfolio
|
Q4 2025
Added 246.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
323
shares
|
$11,602
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
280
shares
|
$10,057
0.0% of portfolio
|
Q4 2024
Added 72.84%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
206
shares
|
$7,399
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$7,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
199
shares
|
$7,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
129
shares
|
$4,633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
112
shares
|
$4,023
0.0% of portfolio
|
Q3 2025
Reduced 32.53%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
85
shares
|
$3,053
0.0% of portfolio
|
Q1 2025
Reduced 94.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
42
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
36
shares
|
$1,293
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
34
shares
|
$1,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
27
shares
|
$969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8
shares
|
$287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|