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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

313 managers (315 13F filers) reported a position in DISV shares at 2024-12-31, 65,170,111 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
313
13F filers
315
New
27
Added
159
Reduced
61
Sold out
11
Shares held by filers
65,170,111

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BIP Wealth, LLC23,464$623K0.04%+14,68413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,410$622K<0.01%-5,57013F-HRTimelineGroup
Daner Wealth Management, LLC22,060$610K0.45%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD22,002$585K0.36%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,382$568K0.01%new13F-HRTimeline
Great Point Wealth Advisors, LLC21,373$568K0.12%-113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC21,110$561K0.4%+2,60013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,580$547K0.55%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,846$527K0.01%-4,95813F-HRTimelineGroup
Perigon Wealth Management, LLC19,823$526K0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,749$525K0.21%+35113F-HRTimeline
Austin Asset Management Co Inc19,419$516K0.1%-29613F-HRTimeline
Factor Wealth Management LTD18,895$502K0.17%13F-HRTimeline
Timonier Family Office, LTD.18,743$498K0.26%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orion Porfolio Solutions, LLC18,628$495K<0.01%+1,10913F-HRTimeline
Orion Portfolio Solutions, LLC18,628$495K<0.01%+1,10913F-HRTimeline
Bedel Financial Consulting, Inc.17,797$493K0.07%+1,11813F-HRTimeline
RAM Investment Partners, LLC18,461$491K0.12%+1,10813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,333$487K<0.01%new13F-HRTimelineGroup
Journey Beyond Wealth, LLC18,050$480K0.45%13F-HRTimeline
Disciplined Investments, LLC17,836$474K0.23%+713F-HRTimeline
LJI Wealth Management, LLC17,674$470K0.09%+313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,284$459K0.04%+20913F-HRTimeline
Mullaney, Keating & Wright, Inc.16,652$442K0.3%+15013F-HRTimeline
HANOVER ADVISORS INC16,194$430K0.18%-25313F-HRTimeline
RB Capital Management, LLC16,032$426K0.1%+1,63013F-HRTimeline
PrairieView Partners, LLC15,613$414K0.04%-313F-HRTimeline
Passive Capital Management, LLC.15,500$412K0.14%013F-HRTimeline
Rialto Wealth Management, LLC15,472$411K0.14%13F-HRTimeline
Acorn Wealth Advisors, LLC15,345$408K0.17%new13F-HRTimeline
25 LLC14,992$398K0.17%+2,55113F-HRTimeline
DBK Financial Counsel, LLC14,836$394K0.4%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC14,576$387K0.29%+1713F-HRTimeline
Abacus Planning Group, Inc.14,032$373K0.07%+5913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,818$367K<0.01%+8513F-HRTimeline
Wealthspire Advisors, LLC13,574$361K<0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.13,497$359K0.07%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC13,473$358K0.12%013F-HRTimeline
Cresset Asset Management, LLC13,394$356K<0.01%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.13,339$354K0.14%-6,74013F-HRTimeline
Catalina Capital Group, LLC13,247$352K0.12%013F-HRTimeline
Aegis Wealth Management LLC13,193$351K0.24%13F-HRTimeline
GeoWealth Management, LLC13,140$349K0.01%-8,59413F-HRTimeline
Cherry Tree Wealth Management, LLC13,129$349K0.09%+21613F-HRTimeline
FINANCIAL COUNSELORS INC13,035$346K0.01%new13F-HRTimeline
McMill Wealth Management12,407$330K0.13%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,180$324K<0.01%-99613F-HR/ATimelineGroup
Verus Financial Partners, Inc.11,986$313K0.04%+7413F-HRTimeline
Parkshore Wealth Management, Inc.11,525$306K0.18%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,414$303K<0.01%new13F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC11,381$303K0.23%+12413F-HRTimeline
Independent Advisor Alliance11,359$302K<0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC11,026$293K0.15%-20913F-HRTimelineGroup
Gibson Capital, LLC10,742$285K0.06%013F-HRTimeline
Austin Private Wealth, LLC10,487$279K0.03%new13F-HRTimeline
SYM FINANCIAL Corp9,903$263K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,328$248K<0.01%+5,06213F-HRTimelineGroup
Hutchens & Kramer Investment Management…9,055$241K0.13%-50113F-HRTimeline
Clarity Capital Advisors, LLC8,934$237K0.16%+5513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,810$234K<0.01%+6413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,785$233K0.03%+51713F-HRTimeline
Faithward Advisors, LLC8,610$229K0.04%new13F-HRTimeline
Greenspring Advisors, LLC8,459$225K0.05%new13F-HRTimeline
Hara Capital LLC8,273$220K0.14%-39913F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…8,068$214K0.01%new13F-HRTimeline
Samalin Investment Counsel, LLC8,002$213K0.09%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC7,869$209K0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,877$209K<0.01%-20,85013F-HRTimeline
COMERICA BANK6,873$183K<0.01%-913F-HR/ATimeline
Family CFO Inc6,297$167K0.09%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,840$155K0.03%-1213F-HRTimeline
Versant Capital Management, Inc5,462$145K0.03%+4913F-HRTimeline
Glen Eagle Advisors, LLC5,250$139K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,205$138K<0.01%-1,74113F-HRTimelineGroup
Kathleen S. Wright Associates Inc.4,470$119K0.05%013F-HRTimeline
Pillar Financial Advisors, LLC4,109$109K0.08%13F-HRTimeline
McIlrath & Eck, LLC3,770$100K0.01%013F-HRTimeline
EnRich Financial Partners LLC3,766$100K0.03%-8813F-HRTimeline
Millstone Evans Group, LLC3,175$84.4K0.06%13F-HRTimeline
Beaird Harris Wealth Management, LLC2,970$78.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,792$74.2K<0.01%-81713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,202$58.5K<0.01%+1,10913F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,178$57.9K0.03%13F-HRTimeline
Sandy Spring Bank2,093$55.6K<0.01%+913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,070$55K<0.01%new13F-HRTimelineGroup
DecisionPoint Financial, LLC1,823$48.4K0.01%+1113F-HRTimeline
CWM, LLCin group CWM, LLC1,773$47K<0.01%-9,23913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,633$43.4K<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC1,500$39.9K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,481$39.3K<0.01%new13F-HRTimeline
Aspect Partners, LLC1,444$38.4K0.02%+82113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,391$37K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1,284$34.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,171$31.1K<0.01%-9613F-HRTimeline
FMR LLCin group FMR LLC970$25.8K<0.01%+8713F-HRTimelineGroup
AE Wealth Management LLC914$24.3K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC838$22.3K0.02%13F-HRTimeline
Providence First Trust Co800$21.3K0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC750$19.9K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC747$19.8K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.643$17.1K0.01%13F-HRTimeline
TruNorth Capital Management, LLC580$15.4K<0.01%013F-HRTimeline
TrinityBridge Ltd410$11K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.346$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC280$7.44K<0.01%+11813F-HRTimeline
Steward Partners Investment Advisory, L…200$5.31K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.166$4.42K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC129$3.43K<0.01%-1,00213F-HRTimeline
JDM Financial Group LLC129$3.43K<0.01%013F-HRTimeline
IFP Advisors, Inc108$2.89K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.89K<0.01%-65113F-HRTimelineGroup
HOWE & RUSLING INC10$266<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.