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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
43,182
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
42,813
shares
|
$1.54 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
41,870
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
41,856
shares
|
$1.5 Million
0.42% of portfolio
|
Q4 2025
Reduced 13.69%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
41,361
shares
|
$1.49 Million
0.39% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
41,058
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
40,788
shares
|
$1.47 Million
1.09% of portfolio
|
Q3 2025
Reduced 32.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
40,557
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
39,219
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
38,741
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
38,050
shares
|
$1.37 Million
0.56% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
37,109
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 485.59%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
36,987
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
36,824
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
36,582
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2023
Added 48.88%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
36,404
shares
|
$1.31 Million
1.93% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
35,817
shares
|
$1.29 Million
0.24% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
35,280
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
34,435
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Reduced 49.84%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
34,414
shares
|
$1.24 Million
0.77% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
33,481
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
32,845
shares
|
$1.18 Million
0.7% of portfolio
|
Q4 2025
Added 2.79%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
32,765
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
31,959
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Added 74.32%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
31,844
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Added 72.94%
|
|