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 324 institutions that hold shares in the stock, with a total of 66.1 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 |
|---|---|---|---|---|---|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
130,819
shares
|
$3.89 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
130,069
shares
|
$3.87 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
127,955
shares
|
$3.81 Million
0.0% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
127,269
shares
|
$3.79 Million
0.36% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
123,802
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
119,638
shares
|
$3.56 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
119,383
shares
|
$3.55 Million
1.8% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
116,371
shares
|
$3.46 Million
2.92% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
112,885
shares
|
$3.36 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
109,697
shares
|
$3.26 Million
0.23% of portfolio
|
Q4 2024
Added 157.37%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
108,923
shares
|
$3.24 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$3.21 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
103,464
shares
|
$3.08 Million
0.69% of portfolio
|
Q4 2024
Added 47.89%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
101,472
shares
|
$3.02 Million
0.17% of portfolio
|
Q4 2024
Added 27.21%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
100,751
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
96,841
shares
|
$2.88 Million
1.54% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
96,092
shares
|
$2.86 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
94,941
shares
|
$2.82 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
92,852
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.11%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
91,282
shares
|
$2.72 Million
1.8% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
90,416
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
89,978
shares
|
$2.68 Million
0.79% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
87,623
shares
|
$2.61 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
83,701
shares
|
$2.49 Million
1.31% of portfolio
|
Q4 2022
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
82,576
shares
|
$2.46 Million
0.14% of portfolio
|
Q4 2024
Added 24.05%
|