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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
177,481
shares
|
$6.38 Million
0.18% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
171,153
shares
|
$6.15 Million
2.95% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
169,837
shares
|
$6.1 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
166,336
shares
|
$5.97 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
163,689
shares
|
$5.88 Million
3.89% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
158,348
shares
|
$5.69 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
158,244
shares
|
$5.68 Million
3.32% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
156,261
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
156,178
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2025
Added 204.06%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
150,557
shares
|
$5.41 Million
1.53% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
148,426
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
146,601
shares
|
$5.27 Million
0.25% of portfolio
|
Q4 2025
Added 15.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
143,847
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
143,076
shares
|
$5.14 Million
2.08% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,893
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
140,685
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
140,272
shares
|
$5.04 Million
1.56% of portfolio
|
Q4 2025
Reduced 56.04%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
138,283
shares
|
$4.97 Million
1.99% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
136,134
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Added 137.77%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
132,180
shares
|
$4.75 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
131,591
shares
|
$4.73 Million
0.08% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
131,425
shares
|
$4.72 Million
3.12% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
130,946
shares
|
$4.7 Million
4.26% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2026 Q4 2025 |
130,112
shares
|
$4.67 Million
1.33% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
127,443
shares
|
$4.58 Million
0.74% of portfolio
|
Q4 2025
Added 9.9%
|
|