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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
59,416
shares
|
$1.77 Million
0.26% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
58,347
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
57,865
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
57,543
shares
|
$1.71 Million
1.32% of portfolio
|
Q4 2023
Added 7.89%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
57,513
shares
|
$1.71 Million
1.26% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,462
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
57,414
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
57,342
shares
|
$1.71 Million
0.71% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
55,815
shares
|
$1.66 Million
0.1% of portfolio
|
Q3 2022
Reduced 31.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
54,801
shares
|
$1.63 Million
0.48% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
53,113
shares
|
$1.58 Million
0.72% of portfolio
|
Q4 2024
Added 45.79%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
52,897
shares
|
$1.57 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
52,813
shares
|
$1.57 Million
1.12% of portfolio
|
Q4 2024
Added 129.06%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
52,497
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
51,387
shares
|
$1.53 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
51,372
shares
|
$1.53 Million
0.72% of portfolio
|
Q4 2024
Added 608.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
49,783
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
48,693
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.75%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
48,098
shares
|
$1.43 Million
0.87% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
47,830
shares
|
$1.42 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
47,743
shares
|
$1.42 Million
1.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
45,752
shares
|
$1.36 Million
0.08% of portfolio
|
Q4 2024
Added 110.48%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
45,373
shares
|
$1.35 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
45,223
shares
|
$1.35 Million
0.27% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
44,100
shares
|
$1.31 Million
0.61% of portfolio
|
Q1 2024
Added 36.96%
|