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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

325 managers (327 13F filers) reported a position in DISV shares at 2025-03-31, 68,509,589 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
325
13F filers
327
New
28
Added
172
Reduced
92
Sold out
12
Shares held by filers
68,509,589

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RF&L WEALTH MANAGEMENT, LLC24,725$720K0.51%+3,61513F-HRTimeline
Rehmann Capital Advisory Group24,693$719K0.05%-92513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC23,987$699K0.33%-94813F-HRTimeline
SageView Advisory Group, LLC23,919$697K0.03%-10513F-HRTimeline
Perigon Wealth Management, LLC23,572$686K0.02%+3,74913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,449$683K<0.01%+3913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC23,006$670K0.09%-3,85213F-HRTimeline
Del-Sette Capital Management, LLC22,940$668K0.52%-2,30613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD21,713$632K0.38%-28913F-HRTimeline
Orion Porfolio Solutions, LLC21,551$628K0.01%+2,92313F-HRTimeline
Orion Portfolio Solutions, LLC21,551$628K0.01%+2,92313F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP21,382$623K0.02%013F-HRTimeline
Great Point Wealth Advisors, LLC21,296$620K0.13%-7713F-HRTimeline
Austin Private Wealth, LLC21,196$617K0.06%+10,70913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,045$613K0.02%+1,19913F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC20,580$599K0.62%013F-HRTimeline
Austin Asset Management Co Inc19,420$566K0.12%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,144$557K<0.01%+6,96413F-HRTimelineGroup
Factor Wealth Management LTD18,904$550K0.17%+913F-HRTimeline
Bedel Financial Consulting, Inc.17,797$546K0.08%013F-HRTimeline
RAM Investment Partners, LLC18,461$538K0.13%013F-HRTimeline
RB Capital Management, LLC18,277$532K0.13%+2,24513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,398$527K0.21%-35113F-HRTimeline
LJI Wealth Management, LLC18,015$525K0.1%+34113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,970$523K0.05%+68613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,697$515K0.01%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT17,480$509K0.15%new13F-HRTimeline
Timonier Family Office, LTD.17,323$504K0.22%-1,42013F-HRTimeline
PrairieView Partners, LLC17,013$495K0.05%+1,40013F-HRTimeline
Mullaney, Keating & Wright, Inc.16,660$485K0.33%+813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,367$483K<0.01%+14,16513F-HR/ATimelineGroup
Disciplined Investments, LLC16,562$482K0.22%-1,27413F-HRTimeline
Acorn Wealth Advisors, LLC16,323$475K0.2%+97813F-HRTimeline
HANOVER ADVISORS INC16,194$472K0.2%013F-HRTimeline
McMill Wealth Management15,942$464K0.17%+3,53513F-HRTimeline
DBK Financial Counsel, LLC15,602$454K0.46%+76613F-HRTimeline
Passive Capital Management, LLC.15,500$451K0.14%013F-HRTimeline
Gibson Capital, LLC15,213$443K0.09%+4,47113F-HR/ATimeline
GeoWealth Management, LLC15,188$442K0.02%+2,04813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC15,165$442K0.31%+58913F-HRTimeline
ARK & TLK INVESTMENTS, LLC14,747$429K0.15%+1,27413F-HRTimeline
25 LLC14,747$429K0.18%-24513F-HRTimeline
Verus Financial Partners, Inc.14,378$414K0.05%+2,39213F-HRTimeline
Abacus Planning Group, Inc.14,042$409K0.07%+1013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,018$408K<0.01%+20013F-HRTimeline
Wealthspire Advisors, LLC13,574$395K<0.01%013F-HRTimeline
SC&H Financial Advisors, Inc.13,497$393K0.08%013F-HRTimeline
Cresset Asset Management, LLC13,401$390K<0.01%+713F-HRTimeline
Cherry Tree Wealth Management, LLC13,294$387K0.09%+16513F-HRTimeline
Aegis Wealth Management LLC13,193$384K0.23%013F-HRTimeline
Capstone Wealth Management, LLC13,128$382K0.38%new13F-HRTimeline
Clarity Capital Advisors, LLC12,200$355K0.23%+3,26613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,173$354K<0.01%+2,84513F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.11,761$342K0.14%-1,57813F-HRTimeline
Parkshore Wealth Management, Inc.11,538$336K0.2%+1313F-HRTimeline
Samalin Investment Counsel, LLC10,308$300K0.12%+2,30613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,291$300K0.15%-73513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,211$297K<0.01%+1,40113F-HRTimeline
Greenspring Advisors, LLC9,687$282K0.07%+1,22813F-HRTimeline
Faithward Advisors, LLC9,680$282K0.05%+1,07013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,532$281K0.04%+74713F-HRTimeline
CW Advisors, LLC9,632$280K<0.01%new13F-HRTimeline
GEN Financial Management, INC.9,524$277K0.19%new13F-HRTimeline
SYM FINANCIAL Corp9,260$270K0.03%-64313F-HRTimeline
CWM, LLCin group CWM, LLC9,112$265K<0.01%+7,33913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…8,085$235K0.01%+1713F-HRTimeline
GTS SECURITIES LLC8,052$234K0.01%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC8,033$234K0.16%+16413F-HRTimeline
Hutchens & Kramer Investment Management…8,001$233K0.13%-1,05413F-HRTimeline
Cambridge Investment Research Advisors,…7,654$223K<0.01%-22313F-HRTimeline
Cardinal Point Capital Management ULC7,640$222K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,571$220K<0.01%new13F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC7,499$218K0.2%-3,88213F-HRTimeline
SwitchPoint Financial Planning, LLC7,453$217K0.21%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,256$211K0.04%+1,41613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,228$210K<0.01%new13F-HRTimeline
Breakwater Capital Group7,144$208K0.04%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,123$207K<0.01%new13F-HRTimelineGroup
M Wealth Management, LLC6,935$202K0.19%new13F-HRTimeline
Main Street Financial Solutions, LLC6,918$201K0.02%new13F-HRTimeline
COMERICA BANK6,871$200K<0.01%-213F-HRTimeline
Family CFO Inc6,297$183K0.1%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,234$181K<0.01%-25,69313F-HR/ATimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,060$176K<0.01%new13F-HRTimeline
Versant Capital Management, Inc5,510$160K0.03%+4813F-HRTimeline
Glen Eagle Advisors, LLC5,250$153K0.03%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,470$130K0.05%013F-HRTimeline
Pillar Financial Advisors, LLC4,109$120K0.09%013F-HRTimeline
McIlrath & Eck, LLC3,770$110K0.01%013F-HRTimeline
Millstone Evans Group, LLC3,177$92.5K0.06%+213F-HRTimeline
Beaird Harris Wealth Management, LLC2,890$84.2K0.01%-8013F-HRTimeline
AlphaCore Capital LLC2,792$81.3K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,070$60.3K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,048$59.6K0.03%-13013F-HRTimeline
Sandy Spring Bank1,898$55.3K<0.01%-19513F-HRTimeline
DecisionPoint Financial, LLC1,825$53.1K0.02%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,391$40.5K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC1,300$37.9K0.02%-20013F-HRTimeline
MATHER GROUP, LLC.1,284$37.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,257$36.6K<0.01%-1,53513F-HRTimelineGroup
WealthShield Partners, LLC1,173$34.1K<0.01%+213F-HRTimeline
Cloud Capital Management, LLC1,175$34K0.02%13F-HRTimeline
Smartleaf Asset Management LLC1,142$33.7K<0.01%-33913F-HRTimeline
Parkside Financial Bank & Trust1,100$32K<0.01%new13F-HRTimeline
AE Wealth Management LLC914$26.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN910$26.5K<0.01%-4,29513F-HRTimelineGroup
FMR LLCin group FMR LLC855$24.9K<0.01%-11513F-HRTimelineGroup
Greenline Partners, LLC2,128$21.2K<0.01%-221,21813F-HRTimeline
Prudent Man Investment Management, Inc.643$17.1K0.01%013F-HRTimeline
TruNorth Capital Management, LLC580$16.9K<0.01%013F-HRTimeline
TrinityBridge Ltd410$12K<0.01%013F-HRTimeline
Hara Capital LLC320$9.32K0.01%-7,95313F-HRTimeline
Steward Partners Investment Advisory, L…216$6.29K<0.01%+1613F-HRTimeline
HARBOUR INVESTMENTS, INC.166$4.84K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC129$3.76K<0.01%013F-HRTimeline
JDM Financial Group LLC129$3.76K<0.01%013F-HRTimeline
Redwood Park Advisors LLC127$3.71K<0.01%-71113F-HRTimeline
IFP Advisors, Inc108$3.17K<0.01%013F-HRTimeline
Advyzon Investment Management, LLC108$3.15K<0.01%new13F-HRTimeline
Aspect Partners, LLC85$2.48K<0.01%-1,35913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners35$1.01K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA34$990<0.01%new13F-HRTimeline
HOWE & RUSLING INC10$292<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC80$1.16M-43,57513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.