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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

346 managers (348 13F filers) reported a position in DISV shares at 2025-06-30, 77,385,769 shares in all. 31 filers opened a position and 12 filers sold out during the quarter.

Managers
346
13F filers
348
New
31
Added
176
Reduced
102
Sold out
12
Shares held by filers
77,385,769

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Allegiance Financial Group Advisory Ser…30,164$993K0.26%+26313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.30,060$989K0.53%-2,02913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,004$919K<0.01%+11,63713F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC27,805$915K0.59%+3,08013F-HRTimeline
PrairieView Partners, LLC27,832$915K0.09%+10,81913F-HRTimeline
Porter White Investment Advisors, Inc.27,752$913K0.43%-66813F-HRTimeline
Austin Private Wealth, LLC27,643$910K0.07%+6,44713F-HRTimeline
Allworth Financial LP27,210$895K<0.01%+39813F-HRTimeline
RAM Investment Partners, LLC27,130$893K0.19%+8,66913F-HRTimeline
RCS Financial Planning, LLC26,935$886K0.44%-13,96413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,537$873K<0.01%+20,30313F-HR/ATimelineGroup
Shearwater Capital LLC26,177$861K0.54%+2413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO25,934$853K0.01%-14,99613F-HRTimeline
Journey Beyond Wealth, LLC25,500$839K0.71%+8413F-HRTimeline
Rehmann Capital Advisory Group24,518$807K0.05%-17513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY24,131$794K<0.01%+4,98713F-HRTimelineGroup
SageView Advisory Group, LLC23,160$774K0.03%-75913F-HRTimeline
Perigon Wealth Management, LLC23,498$773K0.02%-7413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,676$746K<0.01%-77313F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC22,672$746K0.32%-1,31513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,587$743K0.09%-41913F-HRTimeline
Ocean Park Asset Management, LLC25,200$734K0.03%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,056$726K0.02%+67413F-HRTimeline
Friday Financial22,014$724K0.37%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD21,940$722K0.37%+22713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,489$707K0.02%+44413F-HRTimelineGroup
Wealthspire Advisors, LLC21,474$707K<0.01%+7,90013F-HRTimeline
LJI Wealth Management, LLC21,215$698K0.12%+3,20013F-HRTimeline
Daner Wealth Management, LLC20,271$694K0.48%13F-HRTimeline
Passive Capital Management, LLC.20,881$687K0.21%+5,38113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,580$677K0.61%013F-HRTimeline
CogentBlue Wealth Advisors, LLC19,821$652K0.5%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,749$650K0.25%+35113F-HRTimeline
RB Capital Management, LLC19,585$645K0.15%+1,30813F-HRTimeline
Austin Asset Management Co Inc19,221$633K0.12%-19913F-HRTimeline
Parkshore Wealth Management, Inc.18,818$619K0.3%+7,28013F-HRTimeline
Bedel Financial Consulting, Inc.18,446$607K0.08%+64913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,413$606K0.08%+8,88113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,340$604K0.05%+37013F-HRTimeline
Factor Wealth Management LTD18,054$594K0.16%-85013F-HRTimeline
Capstone Wealth Management, LLC17,946$591K0.52%+4,81813F-HRTimeline
Acorn Wealth Advisors, LLC17,213$566K0.21%+89013F-HRTimeline
DBK Financial Counsel, LLC16,942$558K0.5%+1,34013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,934$557K0.01%-76313F-HRTimeline
Mullaney, Keating & Wright, Inc.16,782$552K0.36%+12213F-HRTimeline
AVALON CAPITAL MANAGEMENT16,311$537K0.14%-1,16913F-HRTimeline
HANOVER ADVISORS INC16,040$528K0.22%-15413F-HRTimeline
Timonier Family Office, LTD.15,224$501K0.19%-2,09913F-HRTimeline
Gibson Capital, LLC15,216$501K0.1%+313F-HRTimeline
Verus Financial Partners, Inc.14,632$489K0.05%+25413F-HRTimeline
25 LLC14,759$486K0.18%+1213F-HRTimeline
Nautilus Advisors LLC14,508$477K0.35%new13F-HRTimeline
Disciplined Investments, LLC14,434$475K0.2%-2,12813F-HRTimeline
Abacus Planning Group, Inc.14,367$473K0.07%+32513F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,279$470K<0.01%+4,06813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,252$469K0.01%+6,68113F-HRTimelineGroup
Del-Sette Capital Management, LLC13,865$456K0.32%-9,07513F-HRTimeline
SC&H Financial Advisors, Inc.13,497$444K0.08%013F-HRTimeline
McMill Wealth Management13,445$442K0.15%-2,49713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,727$419K<0.01%+55413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC12,689$418K0.1%-60513F-HRTimeline
Clarity Capital Advisors, LLC12,415$409K0.24%+21513F-HRTimeline
Accurate Wealth Management, LLC12,084$404K0.06%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,270$404K0.13%-2,47713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,080$398K<0.01%new13F-HRTimelineGroup
Aegis Wealth Management LLC13,193$384K0.23%013F-HRTimeline
Faithward Advisors, LLC11,658$384K0.06%+1,97813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.11,391$375K0.14%-37013F-HRTimeline
GTS SECURITIES LLC11,113$366K0.02%+3,06113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,075$364K<0.01%-2,94313F-HRTimeline
Cambridge Investment Research Advisors,…10,861$357K<0.01%+3,20713F-HRTimeline
CW Advisors, LLC10,541$347K<0.01%+90913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,429$343K0.16%+13813F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC10,384$342K0.24%-4,78113F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,382$342K0.01%+2,29713F-HRTimeline
HRT FINANCIAL LP10,245$337K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,218$336K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,000$329K0.01%new13F-HRTimelineGroup
Breakwater Capital Group9,997$329K0.05%+2,85313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC9,983$329K0.07%+2,72713F-HRTimeline
Samalin Investment Counsel, LLC9,754$321K0.12%-55413F-HRTimeline
EP Wealth Advisors, LLC9,600$316K<0.01%new13F-HRTimeline
GEN Financial Management, INC.9,524$313K0.26%013F-HRTimeline
SUTTON PLACE INVESTORS LLC8,610$283K0.17%+57713F-HRTimeline
CWM, LLCin group CWM, LLC7,768$256K<0.01%-1,34413F-HRTimelineGroup
SYM FINANCIAL Corp7,667$252K0.03%-1,59313F-HRTimeline
BRIGHTON JONES LLC7,625$251K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC7,598$250K0.05%new13F-HRTimeline
Vantage Point Financial LLC7,528$248K0.11%new13F-HRTimeline
SwitchPoint Financial Planning, LLC7,453$245K0.2%013F-HRTimeline
Advyzon Investment Management, LLC7,351$242K0.05%+7,24313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,123$234K<0.01%013F-HRTimelineGroup
M Wealth Management, LLC6,935$228K0.21%013F-HRTimeline
New Dimensions Wealth Management, LLC6,868$226K0.21%new13F-HRTimeline
COMERICA BANK6,857$226K<0.01%-1413F-HRTimeline
Rockwood Wealth Management, LLC6,654$219K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,553$216K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC6,519$215K0.02%-39913F-HRTimeline
Wescott Financial Advisory Group, LLC6,448$212K0.02%new13F-HRTimeline
Cardinal Point Capital Management ULC6,374$210K0.02%-1,26613F-HRTimeline
Quantinno Capital Management LP6,337$209K<0.01%new13F-HRTimeline
Family CFO Inc6,297$207K0.1%013F-HRTimeline
Morton Capital Management LLC/CA6,289$207K0.04%new13F-HRTimeline
Wealthstream Advisors, Inc.6,287$207K0.03%new13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC6,200$204K0.19%-1,29913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,873$193K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc5,611$185K0.03%+10113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,060$176K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5,250$173K0.03%013F-HRTimeline
GeoWealth Management, LLC4,683$154K0.01%-10,50513F-HRTimeline
Pillar Financial Advisors, LLC4,109$135K0.09%013F-HRTimeline
McIlrath & Eck, LLC3,770$124K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.3,600$118K0.05%-87013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,059$101K<0.01%+2,14913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,917$96K<0.01%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,890$95.1K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,286$75.2K0.03%+23813F-HRTimeline
DecisionPoint Financial, LLC2,198$72.3K0.02%+37313F-HRTimeline
IFP Advisors, Inc1,863$61.3K<0.01%+1,75513F-HRTimeline
FMR LLCin group FMR LLC1,858$61.1K<0.01%+1,00313F-HRTimelineGroup
Harbor Asset Planning, Inc.1,690$55.6K0.05%13F-HRTimeline
Morton Brown Family Wealth, LLC1,581$52K0.02%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,370$45.1K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC1,364$44.9K0.02%new13F-HRTimeline
Brooklyn Investment Group1,321$43.5K0.01%new13F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,257$41.4K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC1,192$39.2K<0.01%+1913F-HRTimeline
Millstone Evans Group, LLC1,107$36.4K0.02%-2,07013F-HRTimeline
Parkside Financial Bank & Trust1,100$36.2K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC580$19.1K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.643$17.1K0.01%013F-HRTimeline
Providence Capital Advisors, LLC517$17K<0.01%new13F-HRTimeline
TrinityBridge Ltd410$13K<0.01%013F-HRTimeline
Hara Capital LLC320$10.5K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC313$10.3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC280$9.21K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…200$6.58K<0.01%-1613F-HRTimeline
HARBOUR INVESTMENTS, INC.166$5.47K<0.01%013F-HRTimeline
JDM Financial Group LLC129$4.25K<0.01%013F-HRTimeline
Aspect Partners, LLC85$2.8K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners35$1.16K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA34$1.12K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.27$877<0.01%13F-HRTimeline
HOWE & RUSLING INC10$330<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…4$132<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.