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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
67,939
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 142.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
67,324
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
67,280
shares
|
$2.42 Million
1.41% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
63,734
shares
|
$2.29 Million
0.47% of portfolio
|
Q2 2023
Added 15.1%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
63,527
shares
|
$2.28 Million
1.05% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
62,959
shares
|
$2.26 Million
0.31% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
62,493
shares
|
$2.24 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
61,398
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.4%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
59,629
shares
|
$2.14 Million
0.93% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
59,129
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Added 32.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
58,918
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
58,543
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
57,543
shares
|
$2.07 Million
1.32% of portfolio
|
Q4 2023
Added 7.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,462
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
56,814
shares
|
$2.04 Million
0.38% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
55,815
shares
|
$2 Million
0.1% of portfolio
|
Q3 2022
Reduced 31.1%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
53,568
shares
|
$1.92 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
52,946
shares
|
$1.9 Million
1.26% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
51,564
shares
|
$1.85 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
51,220
shares
|
$1.84 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
47,977
shares
|
$1.72 Million
1.09% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
47,050
shares
|
$1.69 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
44,100
shares
|
$1.58 Million
0.74% of portfolio
|
Q1 2024
Added 36.96%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
43,995
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.57 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|