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 82.3 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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
345,273
shares
|
$12.4 Million
0.97% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
341,823
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
341,164
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 68.48%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
340,592
shares
|
$12.2 Million
0.87% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
336,978
shares
|
$12.1 Million
0.11% of portfolio
|
Q4 2025
Added 32.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
334,366
shares
|
$12 Million
2.89% of portfolio
|
Q3 2022
Added 890.24%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
330,674
shares
|
$11.9 Million
0.6% of portfolio
|
Q4 2025
Reduced 7.24%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
325,969
shares
|
$11.7 Million
0.48% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
325,651
shares
|
$11.7 Million
3.95% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
302,773
shares
|
$10.9 Million
2.94% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,486
shares
|
$10.7 Million
0.05% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
295,443
shares
|
$10.6 Million
4.76% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
294,935
shares
|
$10.6 Million
3.44% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
293,711
shares
|
$10.6 Million
1.51% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
293,709
shares
|
$10.6 Million
2.21% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
292,001
shares
|
$10.5 Million
5.04% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
291,770
shares
|
$10.5 Million
1.68% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
291,124
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
289,095
shares
|
$10.4 Million
3.58% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
282,443
shares
|
$10.1 Million
5.16% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
275,697
shares
|
$9.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
275,618
shares
|
$9.9 Million
2.71% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
264,671
shares
|
$9.51 Million
4.51% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
254,628
shares
|
$9.15 Million
4.89% of portfolio
|
Q2 2025
Added 122.35%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
251,199
shares
|
$9.02 Million
1.5% of portfolio
|
Q3 2025
Reduced 4.98%
|
|