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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

361 managers (363 13F filers) reported a position in DISV shares at 2025-09-30, 80,192,522 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
361
13F filers
363
New
32
Added
172
Reduced
111
Sold out
14
Shares held by filers
80,192,522

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Simplicity Wealth,LLC34,435$1.23M0.07%-34,20913F-HRTimeline
Oceanside Advisors LLC34,414$1.23M0.77%+13613F-HRTimeline
CSS LLC/IL33,481$1.19M0.07%+1,44013F-HRTimeline
Allworth Financial LP32,765$1.17M0.01%+5,55513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…31,959$1.14M0.02%013F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC31,955$1.14M0.67%+4,15013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…31,844$1.14M0.13%+13,43113F-HRTimeline
Hemington Wealth Management31,442$1.12M0.15%-1,09113F-HRTimeline
Outbound Financial Inc31,306$1.12M0.91%-44213F-HRTimeline
Two West Capital Advisors LLC30,726$1.11M0.67%-10813F-HRTimeline
Altiora Financial Group, LLC31,113$1.11M0.2%-1,06213F-HRTimeline
Allegiance Financial Group Advisory Ser…30,238$1.08M0.25%+7413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,786$1.06M<0.01%+5,65513F-HR/ATimelineGroup
Perigon Wealth Management, LLC27,876$995K0.02%+4,37813F-HRTimeline
Journey Beyond Wealth, LLC27,583$984K0.81%+2,08313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,482$981K0.51%-2,57813F-HRTimeline
Porter White Investment Advisors, Inc.27,190$970K0.42%-56213F-HRTimeline
Rehmann Capital Advisory Group26,962$962K0.05%+2,44413F-HRTimeline
Austin Private Wealth, LLC26,800$956K0.07%-84313F-HRTimeline
Shearwater Capital LLC26,244$937K0.56%+6713F-HRTimeline
RCS Financial Planning, LLC26,025$929K0.41%-91013F-HRTimeline
Capstone Wealth Management, LLC25,591$913K0.7%+7,64513F-HRTimeline
Nautilus Advisors LLC24,395$871K0.59%+9,88713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,310$868K<0.01%+1,63413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP23,243$830K0.02%+1,18713F-HRTimeline
Acorn Wealth Advisors, LLC23,096$824K0.26%+5,88313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,602$807K0.09%+1513F-HRTimeline
SageView Advisory Group, LLC22,556$805K0.03%-60413F-HRTimeline
Friday Financial22,014$786K0.33%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD21,940$783K0.38%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC21,804$778K0.31%-86813F-HRTimeline
Wealthspire Advisors, LLC21,476$766K<0.01%+213F-HRTimeline
Passive Capital Management, LLC.20,881$745K0.24%013F-HRTimeline
RB Capital Management, LLC20,715$739K0.15%+1,13013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,580$734K0.62%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,530$733K0.02%-95913F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC19,821$707K0.48%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,749$705K0.25%013F-HRTimeline
Daner Wealth Management, LLC19,521$696K0.45%-75013F-HRTimeline
Austin Asset Management Co Inc19,221$686K0.13%013F-HRTimeline
Parkshore Wealth Management, Inc.18,852$673K0.27%+3413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,545$662K0.05%+20513F-HRTimeline
Bedel Financial Consulting, Inc.18,482$660K0.08%+3613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,182$649K0.01%-7,75213F-HRTimeline
Factor Wealth Management LTD18,091$646K0.16%+3713F-HRTimeline
DBK Financial Counsel, LLC17,994$642K0.54%+1,05213F-HRTimeline
Cherry Tree Wealth Management, LLC17,466$623K0.14%+4,77713F-HRTimeline
Mullaney, Keating & Wright, Inc.17,242$615K0.34%+46013F-HRTimeline
Cambridge Investment Research Advisors,…16,660$595K<0.01%+5,79913F-HRTimeline
Abacus Planning Group, Inc.16,284$581K0.08%+1,91713F-HRTimeline
HANOVER ADVISORS INC16,040$572K0.22%013F-HRTimeline
AVALON CAPITAL MANAGEMENT15,990$571K0.14%-32113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,906$568K0.01%+1,65413F-HRTimelineGroup
Timonier Family Office, LTD.15,661$559K0.18%+43713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,379$549K<0.01%+1,10013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,861$530K0.01%-2,07313F-HRTimeline
Verus Financial Partners, Inc.14,703$525K0.05%+7113F-HRTimeline
Faithward Advisors, LLC14,610$521K0.08%+2,95213F-HRTimeline
Disciplined Investments, LLC14,434$515K0.21%013F-HRTimeline
25 LLC14,295$510K0.17%-46413F-HRTimeline
Great Point Wealth Advisors, LLC14,053$502K0.09%13F-HRTimeline
Del-Sette Capital Management, LLC13,865$495K0.31%013F-HRTimeline
SC&H Financial Advisors, Inc.13,497$482K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,368$477K<0.01%-13,16913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,242$473K<0.01%+1,16213F-HRTimelineGroup
Aegis Wealth Management LLC13,193$471K0.25%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,660$452K<0.01%-6713F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC12,540$448K0.08%+2,55713F-HRTimeline
Clarity Capital Advisors, LLC12,476$445K0.24%+6113F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,270$438K0.14%013F-HRTimeline
Accurate Wealth Management, LLC12,147$432K0.06%+6313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,875$424K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group11,667$416K0.06%+1,67013F-HRTimeline
Gibson Capital, LLC11,636$415K0.08%-3,58013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,128$397K<0.01%+5313F-HRTimeline
McMill Wealth Management11,054$395K0.11%-2,39113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,897$389K<0.01%new13F-HRTimelineGroup
Greenspring Advisors, LLC10,763$384K0.07%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC10,672$381K0.28%+28813F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,341$369K0.01%-4113F-HRTimeline
Washington Trust Advisors, Inc.10,114$361K0.03%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,000$357K0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC9,907$354K0.12%+15313F-HRTimeline
Vantage Point Financial LLC9,736$347K0.13%+2,20813F-HRTimeline
Triad Wealth Partners, LLC9,051$323K0.04%+1,45313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.9,021$322K0.11%-2,37013F-HRTimeline
Discipline Wealth Solutions, LLC8,826$315K0.08%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,645$309K0.12%-1,78413F-HR/ATimelineGroup
SUTTON PLACE INVESTORS LLC8,621$308K0.18%+1113F-HRTimeline
GEN Financial Management, INC.8,278$295K0.25%-1,24613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,747$276K<0.01%+1,87413F-HRTimelineGroup
SYM FINANCIAL Corp7,667$274K0.03%013F-HRTimeline
Tyche Wealth Partners LLC7,571$270K0.05%new13F-HRTimeline
SwitchPoint Financial Planning, LLC7,453$266K0.19%013F-HRTimeline
Advyzon Investment Management, LLC7,334$262K0.04%-1713F-HRTimeline
M Wealth Management, LLC6,935$248K0.22%013F-HRTimeline
New Dimensions Wealth Management, LLC6,868$245K0.21%013F-HRTimeline
COMERICA BANK6,838$244K<0.01%-1913F-HRTimeline
CHOREO, LLC6,689$239K<0.01%new13F-HRTimeline
Rockwood Wealth Management, LLC6,654$237K0.02%013F-HRTimeline
Wescott Financial Advisory Group, LLC6,479$231K0.02%+3113F-HRTimeline
Family CFO Inc6,297$225K0.1%013F-HRTimeline
Dynamic Advisor Solutions LLC6,294$225K0.01%-25913F-HRTimeline
Wealthstream Advisors, Inc.6,291$225K0.03%+413F-HRTimeline
Morton Capital Management LLC/CA6,289$224K0.04%013F-HRTimeline
Berger Financial Group, Inc5,956$213K0.01%new13F-HRTimeline
Kondo Wealth Advisors, Inc.5,947$212K0.09%new13F-HRTimeline
IEQ CAPITAL, LLC5,873$210K<0.01%new13F-HRTimeline
GTS SECURITIES LLC5,751$205K0.01%-5,36213F-HRTimeline
Cardinal Point Capital Management ULC5,685$201K0.01%-68913F-HRTimeline
Versant Capital Management, Inc5,605$200K0.03%-613F-HRTimeline
Glen Eagle Advisors, LLC5,250$187K0.03%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,060$176K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,870$174K<0.01%+1,95313F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC4,834$173K0.06%new13F-HR/ATimeline
IFP Advisors, Inc4,319$154K<0.01%+2,45613F-HR/ATimeline
Pillar Financial Advisors, LLC4,109$147K0.09%013F-HRTimeline
McIlrath & Eck, LLC3,819$136K0.01%+4913F-HRTimeline
UBS Group AGin group UBS Group AG3,727$133K<0.01%new13F-HRTimelineGroup
Kathleen S. Wright Associates Inc.3,600$128K0.05%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,260$116K<0.01%+20113F-HRTimelineGroup
DecisionPoint Financial, LLC2,952$106K0.02%+75413F-HRTimeline
Beaird Harris Wealth Management, LLC2,890$103K0.01%013F-HRTimeline
Cloud Capital Management, LLC2,514$89K0.05%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,368$84.5K0.03%+8213F-HRTimeline
Harbor Asset Planning, Inc.1,698$60.6K0.05%+813F-HRTimeline
AdvisorNet Financial, Inc1,643$58.6K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,581$56.4K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,402$50K<0.01%+1,37513F-HRTimeline
Valued Wealth Advisors LLC1,322$47.2K0.02%-4213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,257$44.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,252$44.7K<0.01%new13F-HRTimeline
WealthShield Partners, LLC1,198$42.8K<0.01%+613F-HRTimeline
Advisory Services Network, LLC1,192$42.5K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,100$39.3K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,030$36.8K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC760$27.1K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC627$22.4K0.01%-48013F-HRTimeline
FMR LLCin group FMR LLC602$21.5K<0.01%-1,25613F-HRTimelineGroup
TruNorth Capital Management, LLC580$20.7K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC517$18.5K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.643$17.1K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT425$15.2K<0.01%new13F-HRTimeline
TrinityBridge Ltd410$15K<0.01%013F-HRTimeline
Operose Advisors LLC384$13.7K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…382$13.6K<0.01%+18213F-HRTimeline
HHM Wealth Advisors, LLC367$13.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC323$11.5K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC280$9.99K<0.01%013F-HRTimeline
Larson Financial Group LLC200$7.14K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC199$7.1K<0.01%new13F-HRTimeline
JDM Financial Group LLC129$4.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.112$4K<0.01%-5413F-HRTimeline
Hara Capital LLC100$3.57K<0.01%-22013F-HRTimeline
True Wealth Design, LLC89$3.19K<0.01%new13F-HRTimeline
Aspect Partners, LLC85$3.03K<0.01%013F-HRTimeline
Rossby Financial, LCC42$1.5K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$1.27K<0.01%+113F-HRTimelineGroup
Integrity Financial Corp /WA34$1.21K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27$964<0.01%new13F-HRTimelineGroup
MAI Capital Management8$286<0.01%new13F-HRTimeline