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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

463 managers (470 13F filers) reported a position in DISV shares at 2026-06-30, 96,625,437 shares in all. 39 filers opened a position and 21 filers sold out during the quarter.

Managers
463
13F filers
470
New
39
Added
248
Reduced
123
Sold out
21
Shares held by filers
96,625,437

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthgroup of 2 filers holding16,532,943$663M-265,393Timeline
Forum Financial Management, LPin group Forum Financial Management, LP5,642,966$226M2.91%+37,60613F-HRTimelineGroup
MATHER GROUP, LLC.5,210,680$209M1.82%-533,35613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,991,895$120M0.01%+722,21813F-HRTimelineGroup
Savant Capital, LLC2,629,312$109M0.32%+1,613,39713F-HRTimeline
UBS Group AGgroup of 2 filers holding2,572,091$103M+2,450,294Timeline
RITHOLTZ WEALTH MANAGEMENT2,385,040$95.7M1.43%+103,51613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC1,592,790$63.9M0.08%+173,47213F-HRTimelineGroup
Integrated Wealth Concepts LLC1,413,192$56.7M0.28%+715,64213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,318,379$52.9M0.01%+126,61813F-HRTimelineGroup
Evanson Financial, LLC1,210,764$48.6M2.38%13F-HRTimeline
Asset Dedication, LLC1,210,491$48.6M3.06%-10,53213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,018,423$40.9M0.06%-40,35513F-HR/ATimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC979,700$39.3M3.23%+69,56213F-HRTimeline
HighTower Advisors, LLC978,432$39.3M0.04%-24,99013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC958,337$38.5M3.04%+12,92913F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC871,449$35.5M7.67%+33,10513F-HRTimeline
Creative Planningin group Creative Planning877,952$35.2M0.02%-3,32613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/829,638$33.3M0.01%+22,39313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV823,817$33.1M0.04%+253,10313F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC815,545$32.7M0.01%-91,20313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC786,039$31.5M0.02%-212,70713F-HRTimelineGroup
Planning Center, Inc.697,483$28M2.64%+9,02513F-HRTimeline
Index Fund Advisors, Inc.654,082$26.2M1.04%+28,98413F-HRTimeline
DiNuzzo Private Wealth, Inc.641,920$25.8M2.55%-4,80813F-HRTimeline
Integris Wealth Management, LLC626,662$25.1M5.08%-2,74913F-HRTimeline
William Mack & Associates, Inc.588,902$23.6M8.33%+216,14113F-HRTimeline
Modera Wealth Management, LLC587,313$23.6M0.25%+61,88413F-HRTimeline
EARNED WEALTH ADVISORS, LLC540,473$21.7M1.4%+25,84213F-HRTimeline
Baker Ellis Asset Management LLC539,546$21.7M2.25%-79713F-HRTimeline
Rather & Kittrell, Inc.539,288$21.6M3.02%+23,62113F-HRTimeline
NorthAvenue LLC535,354$21.5M15.39%-9,46213F-HRTimeline
Sequoia Financial Advisors, LLC533,748$21.4M0.11%+23,46713F-HRTimeline
Financial Harvest, LLC531,085$21.3M8.81%+30,72713F-HRTimeline
Smartleaf Asset Management LLC513,430$20.7M0.67%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC491,240$19.7M0.01%+35,14713F-HRTimelineGroup
Equita Financial Network, Inc.483,741$19.4M5.39%+23,82413F-HRTimeline
Quantum Financial Advisors, LLC482,001$19.3M1.91%+24,71513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…461,410$18.9M0.03%+47,25213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.468,855$18.8M4.58%+15,40713F-HRTimeline
Beacon Pointe Advisors, LLC449,274$18M0.08%+70,25213F-HRTimeline
MB Generational Wealth, LLC444,342$17.8M8.75%+3,49913F-HRTimeline
Shakespeare Wealth Management, LLC436,894$17.5M4.64%+14,11213F-HRTimeline
KEB ASSET MANAGEMENT, LLC425,660$17.1M2.76%-78713F-HRTimeline
LRI Investments, LLC414,353$16.6M1.34%-4,23213F-HRTimeline
von Borstel & Associates, Inc.410,932$16.5M3.38%+18,52813F-HRTimeline
Betterment LLC403,545$16.2M0.03%+27,54813F-HRTimeline
Vestmark Advisory Solutions, Inc.386,882$15.5M0.15%-23413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC383,077$15.4M0.03%+382,31413F-HRTimelineGroup
Seaside Wealth Management, Inc.372,300$14.9M3.69%+3,11713F-HRTimeline
CARDIFF PARK ADVISORS, LLC369,260$14.8M1.15%+22,08413F-HRTimeline
Parkwoods Wealth Partners, LLC367,558$14.8M2.37%+44,68613F-HRTimeline
Hill Investment Group Partners, LLC350,535$14.1M1.43%-5,61513F-HRTimeline
Miramar Fiduciary Corp337,798$13.6M13.4%-70,78013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC335,625$13.5M0.08%-32,31613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC329,461$13.2M0.04%+50513F-HRTimelineGroup
AlphaCore Capital LLC321,370$12.9M0.24%-3,00113F-HRTimeline
Sensible Money, LLC319,752$12.8M3.4%+6,83013F-HRTimeline
Meritas Wealth Management, LLC318,207$12.8M4.99%+27,97513F-HRTimeline
Krilogy Financial LLC314,038$12.6M0.37%-14,66613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC311,960$12.5M0.06%+11,96013F-HR/ATimeline
United Wealth Management, LLC310,662$12.5M2.81%-76313F-HRTimeline
Guardian Wealth Management, LLC303,274$12.2M3.41%-2,78713F-HRTimeline
Sterling Financial Planning, Inc.302,926$12.2M3.31%+6,55713F-HRTimeline
Twin Cities Retirement Group LLC300,631$12.1M10.33%-7,19913F-HRTimeline
KILNER CAPITAL ADVISORS, LLC292,082$12.1M10.33%-42413F-HRTimeline
Apella Capital, LLC290,554$11.9M0.17%+12,79213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…290,048$11.6M4.64%-1,35313F-HRTimeline
DRAVO BAY LLC285,637$11.5M3.97%+27,15713F-HRTimeline
Quadcap Wealth Management, LLC285,217$11.4M1.11%+15,65913F-HRTimeline
Hassell Wealth Management, LLC276,356$11.2M3.44%+4,15913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.279,311$11.2M0.01%+90,07113F-HRTimelineGroup
Physician Wealth Solutions Inc.276,090$11.1M4.2%-8,33913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…266,152$10.7M2.26%+29,55513F-HRTimeline
Pacific Sage Partners, LLC261,382$10.5M1.49%+10,20313F-HRTimeline
Integrity Advisory Solutions, LLC259,619$10.4M1.07%+17,27013F-HRTimeline
INTEGRITY ALLIANCE, LLC.257,883$10.3M0.33%+4,75013F-HRTimeline
Squire Investment Management Company, L…255,262$10.2M2.47%+9,89013F-HRTimeline
Financial Architects, LLC247,315$9.92M4.76%+3,42513F-HRTimeline
PINNEY & SCOFIELD, INC.245,067$9.83M4.81%+90413F-HRTimeline
Farther Finance Advisors, LLC241,786$9.7M0.08%+23,56913F-HRTimeline
Yardley Wealth Management LLC236,745$9.5M4.32%+8,91313F-HRTimeline
Financial Symmetry Inc231,586$9.29M3.1%+1,08813F-HRTimeline
Advisory Alpha, LLC227,732$9.14M0.22%+14,72213F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC227,493$9.13M4.36%-15,07013F-HRTimeline
Mariner, LLCin group Mariner, LLC226,926$9.11M0.01%-63913F-HRTimelineGroup
Greenline Partners, LLC226,207$9.08M0.92%-30213F-HRTimeline
Private Wealth Management Group, LLC223,006$8.95M2.08%-6,06813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS221,672$8.9M0.9%+148,10913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC221,000$8.87M1.81%+3,51313F-HRTimeline
Shotwell Rutter Baer Inc216,654$8.69M4.77%-7,78513F-HRTimeline
SACHEM HILL LLC208,314$8.36M1.49%-1,35113F-HRTimeline
25 LLC200,601$8.05M2.2%+6,46613F-HRTimeline
Aerodigm Wealth, LLC197,819$7.94M2.69%-1,28913F-HRTimeline
CLARIS ADVISORS, LLC / MO /197,686$7.93M2.07%-4,38313F-HRTimeline
Chicago Partners Investment Group LLC191,428$7.89M0.16%+12,57713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…195,542$7.85M0.01%-69,21413F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC192,541$7.73M4.25%-8,03113F-HRTimeline
Sepio Capital, LP191,566$7.69M0.39%+2,76913F-HRTimeline
IFG Advisory, LLC190,046$7.63M0.27%+187,23213F-HRTimeline
Astra Wealth Partners LLC188,187$7.55M4.21%+5,91313F-HRTimeline
NewEdge Advisors, LLC186,805$7.5M0.02%-8,83213F-HRTimeline
Wealth Advisors Northwest LLC181,154$7.27M2.48%+6,08013F-HRTimeline
LPL Financial LLC178,048$7.15M<0.01%+41,91113F-HRTimeline
LAM GROUP, INC.177,585$7.13M3.54%-36513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.175,555$7.05M0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…172,368$6.92M0.06%+23,48513F-HRTimelineGroup
Wealthspire Advisors, LLC171,331$6.88M0.04%+149,85413F-HRTimeline
Clarity Wealth Development LLC168,228$6.75M3.75%+17,08713F-HRTimeline
BetterWealth, LLC165,836$6.65M1.18%-313F-HRTimeline
Merit Financial Group, LLC165,132$6.63M0.04%+31,36913F-HR/ATimeline
Vistica Wealth Advisors, LLC164,283$6.59M5.7%+6,52313F-HRTimeline
Longview Financial Advisors LLC163,131$6.55M3.24%+3,54213F-HRTimeline
Abacus Wealth Partners, LLC162,777$6.53M0.69%-97,54113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC162,762$6.53M<0.01%+18,45913F-HRTimelineGroup
Financial Engines Advisors L.L.C.162,003$6.5M0.01%-10,84713F-HRTimeline
Pure Financial Advisors, LLC160,378$6.44M0.08%+17,32613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC157,900$6.34M0.01%+4,33413F-HRTimeline
Seven Bridges Advisors LLC157,867$6.34M3.05%13F-HRTimeline
Mills Wealth Advisors LLC157,525$6.32M1.99%+4,77913F-HRTimeline
Foundation Wealth Management, LLC\PA156,627$6.29M1.9%+12,45513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,140$6.22M<0.01%+11,06913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO153,382$6.18M<0.01%+4,10813F-HRTimelineGroup
Foundry Financial LLC153,910$6.18M2.08%+16,18913F-HRTimeline
BIP Wealth, LLC153,798$6.17M0.18%+38,58013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC153,020$6.14M<0.01%+92,39013F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT148,758$5.97M1.41%+61413F-HRTimeline
SAX WEALTH ADVISORS, LLC147,795$5.83M0.24%+1,98613F-HRTimeline
Abel Hall, LLC143,555$5.76M1%+6,48013F-HRTimeline
BWM Planning, LLC142,532$5.72M1.33%+2,10013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC142,121$5.61M0.7%013F-HRTimeline
Burk Holdings LLC137,883$5.53M2.05%+2,27213F-HRTimeline
Avant Financial Advisors LLC133,997$5.38M3.35%+1,29713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.132,189$5.3M1.4%+3,35913F-HRTimeline
Navigoe, LLC128,427$5.15M2.69%+1,50313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC127,787$5.13M2.61%+2,76113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS127,725$5.13M2%+28,78813F-HRTimeline
OneDigital Investment Advisors LLC124,514$5M0.04%+15,41213F-HRTimeline
Visionary Wealth Advisors122,902$4.93M0.19%+1,25513F-HRTimeline
HMV Wealth Advisors, LLC122,861$4.93M1.92%+20,05913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…122,388$4.91M<0.01%+111,32513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP119,584$4.8M<0.01%-27,88713F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC119,092$4.78M0.63%-4,79113F-HRTimeline
Sterling Wealth Management, Inc.118,388$4.75M1.18%+1,18613F-HRTimeline
McLean Asset Management Corp111,493$4.72M0.62%+12,96413F-HRTimeline
New England Private Wealth Advisors LLC113,040$4.7M0.45%+49,69413F-HRTimeline
JDH Wealth Management, LLC116,833$4.69M2.85%-62513F-HRTimeline
Good Harbor Advisors, Inc.115,777$4.65M4.54%-1,17213F-HRTimeline
Navigate Wealth Management, LLC112,053$4.61M2.86%+12,22413F-HRTimeline
Tillman Hartley LLC113,569$4.56M1.02%+9013F-HRTimeline
Emprise Bank112,698$4.52M1.67%+1,33713F-HRTimeline
Vestment Financial LLC108,272$4.4M1.97%-21013F-HRTimeline
Karpus Management, Inc.105,610$4.24M0.12%new13F-HRTimeline
Kaufman Rossin Wealth, LLC103,394$4.2M1.99%+2,49113F-HRTimeline
Aviance Capital Partners, LLC102,939$4.13M0.43%+2,20813F-HRTimeline
Ruedi Wealth Management, Inc.101,599$4.08M0.96%+70113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.100,277$4.02M1.21%+13,68813F-HRTimeline
Janney Montgomery Scott LLC99,824$4.01M0.01%+10,02013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management99,524$3.99M0.12%+1,03213F-HRTimelineGroup
Quantinno Capital Management LP98,940$3.97M<0.01%+23,03913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC98,433$3.95M1.41%+4,77913F-HRTimeline
M Holdings Securities, Inc.97,309$3.93M0.54%-8,16813F-HRTimeline
Arax Advisory Partners97,619$3.92M0.03%+2,86113F-HRTimeline
Golden Bell Financial Planning LLC95,526$3.83M2.82%+6,82213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94,714$3.8M<0.01%+63,30713F-HRTimelineGroup
Waverly Advisors, LLC93,172$3.74M0.02%-3,19913F-HRTimeline
Gradient Capital Advisors, LLC91,739$3.68M0.85%+44413F-HRTimeline
Kane Co Wealth Management, Inc.88,308$3.54M2.69%+8413F-HRTimeline
E6 Portfolios, LLC88,019$3.53M2.82%+7,64613F-HRTimeline
QUARRY HILL ADVISORS, LLC86,564$3.47M1.33%-40413F-HRTimeline
Avior Wealth Management, LLC82,906$3.33M0.09%+1,86913F-HRTimeline
Corus Family Wealth Advisors82,120$3.3M2.27%+3,67113F-HRTimeline
MML INVESTORS SERVICES, LLC81,940$3.29M0.01%+6,45813F-HRTimeline
CSP Financial Group, LLC80,764$3.24M2.76%+9,69713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.80,413$3.23M0.99%-2,94313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding77,987$3.13M-4,993Timeline
Vannoy Advisory Group, Inc.77,900$3.13M1.77%-1,63413F-HRTimeline
RAM Investment Partners, LLC77,787$3.12M0.5%+10,95813F-HRTimeline
Burton Enright Welch76,398$3.07M0.36%-36213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.73,278$2.94M0.94%13F-HRTimeline
Glass Jacobson Investment Advisors llc72,054$2.89M0.9%-4,51713F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC71,731$2.88M1.51%+1,71013F-HRTimeline
Orion Porfolio Solutions, LLC70,853$2.84M0.02%+1,81813F-HRTimeline
Brady Martz Wealth Solutions, LLC70,238$2.82M0.43%+613F-HRTimeline
Rialto Wealth Management, LLC69,324$2.78M0.55%-4,85613F-HRTimeline
Mraz, Amerine & Associates, Inc.68,552$2.75M0.39%013F-HRTimeline
XY Planning Network, Inc.63,353$2.54M0.32%-21913F-HRTimeline
Aurelius Family Office LLC63,187$2.54M1%-64313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,789$2.52M<0.01%+44,88413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC62,288$2.5M0.04%-13,36913F-HRTimeline
Faithward Advisors, LLC58,080$2.33M0.28%+29,43313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC57,442$2.31M0.84%+76313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…57,437$2.3M0.44%-36613F-HRTimeline
Trailhead Planners LLC56,949$2.29M2.21%-10,47113F-HRTimeline
AA Financial Advisors, LLC56,942$2.29M0.27%-3,05413F-HRTimeline
Strategic Investment Solutions, Inc. /IL56,651$2.27M0.52%+13,99213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding55,924$2.24M+3,664Timeline
Liberty Capital Management, Inc.55,398$2.22M0.38%13F-HRTimeline
Ferguson Johnson Wealth Management Inc53,460$2.15M1.56%+4,96013F-HRTimeline
Acorn Wealth Advisors, LLC50,963$2.05M0.5%+4,95713F-HRTimeline