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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

466 managers (473 13F filers) reported a position in DISV shares at 2026-06-30, 96,816,751 shares in all. 39 filers opened a position and 21 filers sold out during the quarter.

Managers
466
13F filers
473
New
39
Added
250
Reduced
123
Sold out
21
Shares held by filers
96,816,751

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
Acorn Wealth Advisors, LLC50,963$2.05M0.5%+4,95713F-HRTimeline
Cambridge Financial Group, LLC50,664$2.03M0.64%-7,94313F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…50,414$2.02M1.59%+2,74513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV50,205$2.01M1.18%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,268$1.98M0.07%+11,76113F-HRTimelineGroup
Clear Creek Financial Management, LLC48,849$1.96M0.13%+1,96013F-HRTimeline
Koenig Investment Advisory, LLC48,452$1.94M1.51%+73513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC48,432$1.94M0.14%+1,39513F-HRTimeline
Fortitude Family Office, LLC48,313$1.94M0.38%-1,67013F-HRTimeline
RTD Financial Advisors, Inc.47,068$1.89M0.21%+19,48513F-HRTimeline
COGENT STRATEGIC WEALTH LLC46,724$1.88M1.79%-5,69613F-HRTimeline
Midwest Trust Co46,305$1.86M0.02%-1,37513F-HRTimeline
Triumph Capital Management45,750$1.84M0.33%+4,18013F-HRTimeline
Cambridge Investment Research Advisors,…45,639$1.83M<0.01%-2,22413F-HR/ATimeline
Nalls Sherbakoff Group, LLC45,230$1.82M1.29%-61513F-HRTimeline
Matisse Capital44,100$1.77M0.71%013F-HRTimeline
NWAM LLC44,061$1.77M0.09%+59613F-HRTimeline
PW ADVISORS, LLC \ FL43,284$1.74M1.16%-1,39413F-HRTimeline
Legacy Financial Advisors, Inc.43,156$1.73M0.21%+1,38113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42,935$1.72M0.17%013F-HRTimeline
Benson Investment Management Company, I…42,645$1.71M9.11%013F-HRTimeline
Werba Rubin Papier Wealth Management42,308$1.7M0.21%-47313F-HRTimeline
Shearwater Capital LLC41,969$1.68M0.8%+11,00313F-HRTimeline
Longview Financial Advisors, Inc.41,826$1.68M0.98%+1213F-HRTimeline
Peirce Capital Management, LLC41,320$1.66M0.61%-4,25913F-HRTimeline
Three Arch Wealth Management LLC40,740$1.63M0.25%-27313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,563$1.63M0.02%+9,40613F-HRTimeline
Tortoise Investment Management, LLC39,525$1.59M0.12%+58413F-HRTimeline
Veratis Advisors, Inc.39,249$1.58M1.11%13F-HRTimeline
RB Capital Management, LLC38,706$1.55M0.3%+11,44513F-HRTimeline
CURIO WEALTH, LLC37,934$1.52M0.47%-1,23913F-HRTimeline
Nautilus Advisors LLC37,141$1.52M0.9%+3,13713F-HRTimeline
McGrath & Associates, Inc.37,051$1.49M1.94%+1,94213F-HRTimeline
Factor Wealth Management LTD36,435$1.46M0.22%+2613F-HRTimeline
Prosperity Planning, Inc.36,089$1.45M0.33%-4,30113F-HRTimeline
W.H. Cornerstone Investments Inc.35,225$1.41M0.8%-4,16713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35,155$1.41M<0.01%+7,32813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…34,920$1.4M0.02%+77613F-HRTimelineGroup
Simplicity Wealth,LLC34,852$1.4M0.05%+15813F-HRTimeline
CSS LLC/IL34,851$1.4M0.06%013F-HRTimeline
CHOREO, LLC34,251$1.37M0.02%+8,10413F-HRTimeline
Perigon Wealth Management, LLC33,851$1.36M0.02%-3,80613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC33,735$1.35M0.92%-33513F-HRTimeline
Oceanside Advisors LLC33,285$1.34M0.67%+26113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,027$1.33M0.09%+4,99913F-HRTimeline
HBE Wealth Management, LLC32,320$1.3M0.93%+3,23113F-HRTimeline
Allworth Financial LP31,897$1.28M0.01%-87,01313F-HRTimeline
Altiora Financial Group, LLC31,617$1.27M0.2%+46413F-HRTimeline
Allegiance Financial Group Advisory Ser…30,836$1.24M0.21%+23113F-HRTimeline
Two West Capital Advisors LLC29,925$1.23M0.61%-37813F-HRTimeline
Approach Retirement Advisors, LLC30,213$1.21M0.88%+80113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding29,018$1.21MnewTimeline
RASP WEALTH SOLUTIONS, LLC29,614$1.19M0.4%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,613$1.19M<0.01%-91913F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC29,169$1.17M0.44%-12,84913F-HRTimeline
BDFS Capital LLC29,168$1.17M0.51%+3,19513F-HRTimeline
GTS SECURITIES LLC28,517$1.14M0.02%+4,86513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,454$1.14M0.03%new13F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.28,444$1.14M0.49%+94713F-HRTimeline
Hudson Oak Wealth Advisory LLC27,898$1.12M0.86%+7113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,241$1.09M0.09%+35713F-HRTimelineGroup
Porter White Investment Advisors, Inc.27,214$1.09M0.42%+37413F-HRTimeline
Ballast Financial Advisors LLC26,405$1.06M0.96%-11113F-HRTimeline
Rehmann Capital Advisory Group25,719$1.04M0.05%-7213F-HRTimeline
Daner Wealth Management, LLC23,357$1.03M0.56%+3,21413F-HRTimeline
Journey Beyond Wealth, LLC25,473$1.02M0.8%+47413F-HRTimeline
Capstone Wealth Management, LLC25,199$1.01M0.47%-49313F-HRTimeline
Sanctuary Advisors, LLC25,175$1.01M<0.01%+3,55713F-HRTimeline
ATLas Financial Planning LLC24,764$994K0.81%+2,85213F-HRTimeline
Vantage Point Financial LLC23,765$954K0.29%+5,72113F-HRTimeline
Oath Planning, LLC23,533$944K0.7%+22913F-HRTimeline
RCS Financial Planning, LLC23,502$943K0.45%-72713F-HRTimeline
Empirical Financial Services, LLC d.b.a…23,240$933K0.01%+4,37013F-HRTimeline
Generations Wealth, LLC23,217$932K0.88%+1,86213F-HRTimeline
Greenspring Advisors, LLC23,148$929K0.05%+1,24713F-HRTimeline
Outbound Financial Inc22,950$921K0.6%-1,34313F-HRTimeline
Friday Financial22,079$902K0.24%-113F-HRTimeline
Summit Financial, LLC22,311$895K0.01%+12713F-HRTimeline
Mission Hills Financial Advisory, LLC22,278$894K0.39%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD22,114$887K0.36%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,966$881K<0.01%+15,80513F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC21,561$865K0.47%-12,59713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC21,289$854K0.14%+6,22313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,664$829K0.06%-8413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,580$826K0.61%013F-HRTimeline
SIGNATUREFD, LLC20,514$823K0.01%+3,52013F-HRTimeline
UMB Bank, n.a.20,000$803K0.01%-3,05413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,837$796K<0.01%+3,16413F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC19,821$795K0.46%013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC19,818$795K0.65%-27713F-HRTimeline
Passive Capital Management, LLC.20,881$793K0.25%-93313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,749$793K0.24%013F-HRTimeline
Savvy Advisors, Inc.19,396$778K0.02%+7,16213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC19,364$777K0.25%-71413F-HRTimeline
SageView Advisory Group, LLC19,179$770K0.03%-1,20313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,178$770K<0.01%+68313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,539$744K0.01%+2,64213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp18,448$740K0.01%+78213F-HRTimelineGroup
Bedel Financial Consulting, Inc.18,052$724K0.07%-9413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,706$711K<0.01%-95013F-HRTimelineGroup
Parkshore Wealth Management, Inc.17,690$710K0.2%-3613F-HRTimeline
Mullaney, Keating & Wright, Inc.17,556$705K0.34%+11313F-HRTimeline
Cherry Tree Wealth Management, LLC17,518$703K0.13%+68513F-HRTimeline
Freedom Day Solutions, LLC17,376$697K0.15%+11,46313F-HRTimeline
Austin Asset Management Co Inc17,283$694K0.1%+1,16613F-HRTimeline
DBK Financial Counsel, LLC17,192$690K0.58%-80213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,098$686K0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,001$682K0.01%+2,54713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,968$680K<0.01%+4,93813F-HRTimelineGroup
Arkadios Wealth Advisors16,917$679K0.01%-10813F-HRTimeline
Tyche Wealth Partners LLC16,899$678K0.1%013F-HRTimeline
Vise Technologies, Inc.16,829$675K0.01%new13F-HRTimeline
Abacus Planning Group, Inc.16,498$662K0.08%+14613F-HRTimeline
Triad Wealth Partners, LLC15,274$651K0.04%+4,11713F-HRTimeline
EP Wealth Advisors, LLC16,045$644K<0.01%+4,99813F-HRTimeline
Cogent Private Wealth, Inc.15,852$636K0.4%013F-HRTimeline
HANOVER ADVISORS INC15,534$623K0.22%013F-HRTimeline
Verus Financial Partners, Inc.15,024$603K0.05%+21913F-HRTimeline
Mattern Wealth Management LLC15,000$602K0.1%new13F-HRTimeline
BluePrint Investing LLC14,914$598K0.5%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,844$596K0.01%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC14,755$592K0.28%+2413F-HRTimeline
Breakwater Capital Group14,595$586K0.07%+65313F-HRTimeline
Xcelsior Advisor Partners LLC14,550$584K0.08%-8713F-HRTimeline
Timonier Family Office, LTD.14,364$576K0.16%13F-HRTimeline
3 FACTOR INDEXING, LLC13,794$554K0.47%013F-HRTimeline
Global Financial Private Client, LLC13,711$550K0.15%+5,79313F-HRTimeline
Great Point Wealth Advisors, LLC13,703$550K0.09%-1013F-HRTimeline
Cornerstone Wealth Management, LLC13,699$550K0.02%+5,20313F-HRTimeline
Fortis Capital Management LLC13,570$545K0.06%+18013F-HRTimeline
SC&H Financial Advisors, Inc.13,497$542K0.07%013F-HRTimeline
Del-Sette Capital Management, LLC13,485$541K0.32%-38013F-HRTimeline
Platform Wealth Management, LLC13,430$539K0.2%13F-HRTimeline
Disciplined Investments, LLC13,357$536K0.17%-2813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,974$521K<0.01%new13F-HRTimelineGroup
TIAAgroup of 2 filers holding12,804$514K+7,444Timeline
Clarity Capital Advisors, LLC12,748$512K0.21%+18513F-HRTimeline
Aptus Capital Advisors, LLC12,522$503K<0.01%+6,18313F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,289$493K0.12%+1913F-HRTimeline
Canvas Wealth Advisors, LLC12,279$493K0.07%+3,63913F-HRTimeline
Accurate Wealth Management, LLC11,950$489K0.05%+8413F-HRTimeline
Torren Management, LLC12,081$485K0.25%-6013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,078$485K0.05%+5213F-HRTimeline
FMR LLCin group FMR LLC12,044$483K<0.01%+2,45313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,875$477K<0.01%013F-HRTimelineGroup
Gibson Capital, LLC11,637$467K0.08%013F-HRTimeline
Belleair Asset Management, LLC11,616$466K0.39%+813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,582$465K0.27%-99013F-HRTimeline
Frankly Finances, LLC11,542$463K0.37%013F-HR/ATimeline
Aegis Wealth Management LLC11,524$462K0.22%-24813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,397$457K0.16%+2,99613F-HRTimeline
Entelevest, LLC11,350$455K0.4%+1,35213F-HRTimeline
SmartHarvest Portfolios, LLC10,512$422K0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,383$417K<0.01%013F-HRTimeline
Selective Wealth Management, Inc.9,861$406K0.11%+2,13513F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,051$403K0.04%-1,00113F-HR/ATimeline
Composition Wealth, LLC10,037$403K<0.01%new13F-HRTimeline
Samalin Investment Counsel, LLC10,015$402K0.13%-39813F-HRTimeline
Advyzon Investment Management, LLC9,781$393K0.03%-40513F-HRTimeline
Washington Trust Advisors, Inc.9,667$388K0.03%+413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,469$380K0.16%-47313F-HRTimeline
Shepherd Financial Partners LLC9,181$368K0.03%new13F-HRTimeline
Root Financial Partners, LLC9,152$367K0.01%+2,19213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,040$363K<0.01%+1,30813F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC8,995$361K0.17%+7313F-HRTimeline
Venture Visionary Partners LLC8,961$360K0.01%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,000$355K0.01%013F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC8,727$350K0.12%+73413F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.8,034$322K0.1%+19613F-HRTimeline
GeoWealth Management, LLC8,013$322K0.01%+94113F-HRTimeline
Beaird Harris Wealth Management, LLC7,990$321K0.02%+4,35513F-HRTimeline
HARBOUR INVESTMENTS, INC.7,807$313K<0.01%+60013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,709$309K<0.01%+10013F-HRTimelineGroup
Signal Advisors Wealth, LLC7,558$303K0.02%new13F-HRTimeline
Strathmore Capital Advisors, Inc.7,239$299K0.08%+84313F-HRTimeline
SwitchPoint Financial Planning, LLC7,453$299K0.17%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,403$297K<0.01%new13F-HRTimelineGroup
SYM FINANCIAL Corp7,314$294K0.02%013F-HRTimeline
M Wealth Management, LLC6,935$278K0.22%013F-HRTimeline
Ponta Wealth Partners, LLC6,887$276K0.15%+35513F-HRTimeline
New Dimensions Wealth Management, LLC6,868$276K0.21%013F-HRTimeline
Rockwood Wealth Management, LLC6,654$267K0.02%013F-HRTimeline
Morton Capital Management LLC/CA6,574$264K0.04%+28513F-HRTimeline
Family Manage LLC6,433$258K0.03%-10,37313F-HRTimeline
Pacific Asset Management, LLC6,303$253K0.12%new13F-HRTimeline
Family CFO Inc6,297$253K0.1%013F-HRTimeline
Cloud Capital Management, LLC6,304$252K0.09%+50713F-HRTimeline
Lauterbach Financial Advisors, LLC6,223$250K0.11%-10013F-HRTimeline
Wescott Financial Advisory Group, LLC6,195$249K0.02%+9113F-HRTimeline
Steward Partners Investment Advisory, L…6,191$248K<0.01%+25813F-HRTimeline
Kondo Wealth Advisors, Inc.5,695$229K0.08%+3013F-HRTimeline
Clearstead Advisors, LLC5,694$229K<0.01%-1,54313F-HRTimeline
LJI Wealth Management, LLC5,690$228K0.03%-2,08213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,650$227K0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,642$226K0.05%new13F-HRTimeline
Mutual Advisors, LLC5,585$224K<0.01%-54313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,582$224K0.01%new13F-HRTimeline
Tranquility Partners, LLC5,422$218K0.07%new13F-HRTimeline
STOLZ & ASSOCIATES, PS5,410$217K0.14%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,390$216KnewTimeline