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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,755
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
43,655
shares
|
$1.3 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
43,356
shares
|
$1.29 Million
0.61% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
42,480
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
41,894
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,504
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.62%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,941
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
37,454
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
37,034
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 140.78%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$1.09 Million
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
35,751
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
35,749
shares
|
$1.06 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
35,520
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
35,266
shares
|
$1.05 Million
0.53% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
33,582
shares
|
$999,064
0.17% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
32,919
shares
|
$979,340
0.65% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
32,670
shares
|
$971,932
0.51% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
32,199
shares
|
$957,920
0.0% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
31,927
shares
|
$949,828
0.0% of portfolio
|
Q4 2024
Added 466.89%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
31,226
shares
|
$928,973
0.44% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
31,156
shares
|
$926,891
0.09% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
29,880
shares
|
$888,930
0.26% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
29,297
shares
|
$871,585
0.0% of portfolio
|
Q4 2024
Reduced 57.04%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
29,004
shares
|
$862,869
0.66% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
28,110
shares
|
$836,272
0.05% of portfolio
|
Q4 2024
New holding
|