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 325 institutions that hold shares in the stock, with a total of 66.2 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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
26,858
shares
|
$799,025
0.09% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
26,724
shares
|
$795,039
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
26,539
shares
|
$789,535
0.23% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
26,534
shares
|
$789,386
0.03% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
25,246
shares
|
$751,068
0.55% of portfolio
|
Q4 2024
Reduced 87.06%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
24,935
shares
|
$741,816
0.34% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
24,337
shares
|
$724,025
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
24,166
shares
|
$718,938
0.44% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
24,024
shares
|
$714,714
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
23,464
shares
|
$698,054
0.04% of portfolio
|
Q4 2024
Added 167.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,410
shares
|
$696,447
0.0% of portfolio
|
Q4 2024
Reduced 19.22%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
23,402
shares
|
$696,209
0.31% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
22,060
shares
|
$656,285
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
22,002
shares
|
$654,559
0.36% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
21,382
shares
|
$636,114
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
21,373
shares
|
$635,846
0.13% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
21,110
shares
|
$628,022
0.4% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
20,580
shares
|
$612,255
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,846
shares
|
$590,418
0.02% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,823
shares
|
$589,734
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
19,749
shares
|
$587,532
0.21% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
19,419
shares
|
$577,715
0.11% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
18,895
shares
|
$562,126
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
18,743
shares
|
$557,604
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
18,628
shares
|
$554,183
0.01% of portfolio
|
Q4 2024
Added 6.33%
|