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 325 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
493,367
shares
|
$14.7 Million
3.4% of portfolio
|
Q4 2022
Added 309.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
483,365
shares
|
$14.4 Million
1.24% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
468,799
shares
|
$13.9 Million
0.69% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
468,732
shares
|
$13.9 Million
9.14% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Feb 13, 2025 Q4 2024 |
458,705
shares
|
$13.6 Million
12.59% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
447,528
shares
|
$13.3 Million
3.23% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
434,673
shares
|
$12.9 Million
2.96% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
426,964
shares
|
$12.7 Million
4.14% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
418,241
shares
|
$12.4 Million
3.69% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
418,230
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
412,018
shares
|
$12.3 Million
9.24% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
405,985
shares
|
$12.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
404,609
shares
|
$12 Million
0.05% of portfolio
|
Q4 2024
Added 57.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
368,777
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
368,186
shares
|
$11 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
366,686
shares
|
$10.9 Million
1.48% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
351,915
shares
|
$10.5 Million
3.66% of portfolio
|
Q4 2024
Added 65.42%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
351,544
shares
|
$10.5 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
347,739
shares
|
$10.3 Million
3.39% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$10.1 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
334,366
shares
|
$9.95 Million
2.89% of portfolio
|
Q3 2022
Added 890.24%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
333,454
shares
|
$9.92 Million
3.88% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
331,838
shares
|
$9.87 Million
0.34% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
325,626
shares
|
$9.69 Million
0.1% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
323,292
shares
|
$9.62 Million
3.29% of portfolio
|
Q4 2024
Reduced 10.97%
|