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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
127,114
shares
|
$4.57 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
126,993
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
126,790
shares
|
$4.55 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
125,273
shares
|
$4.5 Million
3.26% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
123,895
shares
|
$4.45 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
120,014
shares
|
$4.31 Million
0.06% of portfolio
|
Q3 2025
Added 79.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
119,623
shares
|
$4.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
119,497
shares
|
$4.29 Million
2.72% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
114,579
shares
|
$4.12 Million
2.27% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
114,395
shares
|
$4.11 Million
1.58% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
114,395
shares
|
$4.11 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
114,208
shares
|
$4.1 Million
0.24% of portfolio
|
Q4 2025
Added 10.79%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
110,930
shares
|
$3.98 Million
2.11% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
110,578
shares
|
$3.97 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
107,820
shares
|
$3.87 Million
0.67% of portfolio
|
Q1 2024
Reduced 32.73%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
107,629
shares
|
$3.87 Million
2.2% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
107,430
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
106,677
shares
|
$3.83 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
103,550
shares
|
$3.72 Million
0.97% of portfolio
|
Q4 2025
Added 8.41%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
102,861
shares
|
$3.69 Million
1.11% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
101,123
shares
|
$3.63 Million
0.03% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
97,320
shares
|
$3.5 Million
0.12% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
97,187
shares
|
$3.49 Million
1.91% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
94,299
shares
|
$3.39 Million
0.43% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
93,509
shares
|
$3.36 Million
0.93% of portfolio
|
Q3 2025
Added 0.29%
|
|