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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

423 managers (425 13F filers) reported a position in DISV shares at 2025-12-31, 87,750,412 shares in all. 35 filers opened a position and 16 filers sold out during the quarter.

Managers
423
13F filers
425
New
35
Added
183
Reduced
119
Sold out
16
Shares held by filers
87,750,412

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Nalls Sherbakoff Group, LLC46,989$1.79M1.29%-6,32413F-HRTimeline
KEYVANTAGE WEALTH, LLC45,800$1.74M0.74%-81,31413F-HRTimeline
Cambridge Investment Research Advisors,…45,228$1.72M<0.01%+28,56813F-HRTimeline
Veratis Advisors, Inc.40,016$1.7M1.34%13F-HRTimeline
Midwest Trust Co44,495$1.69M0.02%+9,21513F-HRTimeline
Matisse Capital44,100$1.68M0.75%013F-HRTimeline
Clear Creek Financial Management, LLC43,952$1.67M0.14%-4313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC43,182$1.64M0.19%-11413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,743$1.62M0.06%+2,18613F-HRTimelineGroup
Prosperity Planning, Inc.41,856$1.59M0.42%-6,64013F-HRTimeline
Longview Financial Advisors, Inc.41,463$1.58M1.07%-1,35013F-HRTimeline
Strategic Investment Solutions, Inc. /IL40,639$1.54M0.37%-72213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC39,636$1.51M0.1%-1,42213F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…39,170$1.49M1.4%13F-HRTimeline
Legacy Financial Advisors, Inc.38,834$1.48M0.2%-38513F-HRTimeline
Tortoise Investment Management, LLC38,741$1.47M0.13%013F-HRTimeline
Acorn Wealth Advisors, LLC38,556$1.47M0.44%+15,46013F-HRTimeline
CURIO WEALTH, LLC38,035$1.44M0.51%-1513F-HRTimeline
Werba Rubin Papier Wealth Management37,004$1.41M0.38%+1713F-HRTimeline
McGrath & Associates, Inc.36,591$1.39M1.97%+18713F-HRTimeline
Triumph Capital Management36,199$1.38M0.3%new13F-HRTimeline
CSS LLC/IL34,851$1.32M0.07%+1,37013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC34,816$1.32M0.83%-5,97213F-HRTimeline
Oceanside Advisors LLC34,756$1.32M0.8%+34213F-HRTimeline
Simplicity Wealth,LLC34,498$1.31M0.08%+6313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC32,845$1.25M0.7%+89013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,182$1.22M0.02%+8,93913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…31,959$1.21M0.02%013F-HRTimelineGroup
Allworth Financial LP31,911$1.21M<0.01%-85413F-HRTimeline
Nautilus Advisors LLC31,762$1.21M0.79%+7,36713F-HRTimeline
Perigon Wealth Management, LLC31,321$1.19M0.02%+3,44513F-HRTimeline
Altiora Financial Group, LLC31,176$1.18M0.2%+6313F-HRTimeline
GTS SECURITIES LLC30,667$1.17M0.04%+24,91613F-HRTimeline
Allegiance Financial Group Advisory Ser…30,338$1.15M0.24%+10013F-HRTimeline
Factor Wealth Management LTD30,272$1.15M0.25%+12,18113F-HRTimeline
Two West Capital Advisors LLC30,199$1.15M0.67%-52713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,636$1.13M<0.01%-15013F-HR/ATimelineGroup
Approach Retirement Advisors, LLC29,182$1.11M0.96%13F-HRTimeline
Hudson Oak Wealth Advisory LLC28,031$1.07M0.94%13F-HRTimeline
Journey Beyond Wealth, LLC27,884$1.06M0.84%+30113F-HRTimeline
Austin Private Wealth, LLC27,672$1.05M0.08%+87213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,496$1.04M0.52%+1413F-HRTimeline
Shearwater Capital LLC27,071$1.03M0.59%+82713F-HRTimeline
LJI Wealth Management, LLC26,921$1.02M0.16%new13F-HRTimeline
Outbound Financial Inc26,907$1.02M0.8%-4,39913F-HRTimeline
Porter White Investment Advisors, Inc.26,747$1.02M0.42%-44313F-HRTimeline
Ballast Financial Advisors LLC26,687$1.01M1.04%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,526$1.01M0.06%-43,93913F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,325$1M0.04%-109,80913F-HRTimeline
Rehmann Capital Advisory Group26,111$992K0.05%-85113F-HRTimeline
RCS Financial Planning, LLC25,752$979K0.42%-27313F-HRTimeline
Capstone Wealth Management, LLC25,645$974K0.71%+5413F-HRTimeline
Oath Planning, LLC25,020$951K0.94%13F-HRTimeline
BDFS Capital LLC24,940$948K0.48%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,095$878K<0.01%-1,21513F-HRTimelineGroup
Greenspring Advisors, LLC22,930$871K0.05%+12,16713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC22,798$866K0.24%new13F-HRTimeline
HBE Wealth Management, LLC22,787$866K0.81%13F-HRTimeline
Sanctuary Advisors, LLC22,698$863K<0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,621$860K0.1%+1913F-HRTimeline
Friday Financial22,065$838K0.3%+5113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD21,940$834K0.39%013F-HRTimeline
SageView Advisory Group, LLC21,672$824K0.03%-88413F-HRTimeline
Generations Wealth, LLC21,539$818K0.84%13F-HRTimeline
Wealthspire Advisors, LLC21,477$816K0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC21,109$802K0.06%+2,56413F-HRTimeline
RB Capital Management, LLC21,042$800K0.16%+32713F-HRTimeline
Passive Capital Management, LLC.20,881$793K0.25%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,680$786K0.29%-1,12413F-HRTimeline
Daner Wealth Management, LLC18,373$785K0.48%-1,14813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,580$782K0.62%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,556$781K0.02%+2613F-HRTimelineGroup
Faithward Advisors, LLC20,305$772K0.11%+5,69513F-HRTimeline
CogentBlue Wealth Advisors, LLC19,821$753K0.51%013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC19,788$752K0.66%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,749$750K0.27%013F-HRTimeline
ATLas Financial Planning LLC18,804$715K0.7%13F-HRTimeline
Parkshore Wealth Management, Inc.18,677$710K0.27%-17513F-HRTimeline
Bedel Financial Consulting, Inc.18,510$703K0.08%+2813F-HRTimeline
Cherry Tree Wealth Management, LLC18,175$691K0.15%+70913F-HRTimeline
DBK Financial Counsel, LLC17,994$684K0.53%013F-HRTimeline
Mullaney, Keating & Wright, Inc.17,439$663K0.35%+19713F-HRTimeline
AVALON CAPITAL MANAGEMENT17,299$657K0.16%+1,30913F-HRTimeline
Austin Asset Management Co Inc17,124$651K0.11%-2,09713F-HRTimeline
RTD Financial Advisors, Inc.17,059$648K0.08%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,991$646K<0.01%+4,33113F-HRTimelineGroup
Vantage Point Financial LLC16,894$642K0.23%+7,15813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,412$624K<0.01%+1,03313F-HRTimeline
Abacus Planning Group, Inc.16,348$621K0.08%+6413F-HRTimeline
HANOVER ADVISORS INC16,040$610K0.24%013F-HRTimeline
Platform Wealth Management, LLC15,941$606K0.16%13F-HRTimeline
Tyche Wealth Partners LLC15,912$605K0.1%+8,34113F-HRTimeline
Verus Financial Partners, Inc.14,799$603K0.06%+9613F-HRTimeline
Cogent Private Wealth, Inc.15,797$600K0.46%13F-HRTimeline
Fortis Capital Management LLC15,778$600K0.08%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,051$572K0.01%-3,13113F-HRTimeline
BluePrint Investing LLC14,914$567K0.51%13F-HRTimeline
Timonier Family Office, LTD.14,688$558K0.18%-97313F-HRTimeline
Xcelsior Advisor Partners LLC14,391$547K0.27%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,231$541K<0.01%+98913F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC14,043$534K0.29%new13F-HRTimeline
Great Point Wealth Advisors, LLC13,967$531K0.1%-8613F-HRTimeline
Del-Sette Capital Management, LLC13,865$527K0.33%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,852$526K0.01%-1,00913F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC13,526$514K0.09%+98613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp13,504$513K0.01%+8,63413F-HRTimelineGroup
SC&H Financial Advisors, Inc.13,497$513K0.08%013F-HRTimeline
Disciplined Investments, LLC13,385$509K0.2%-1,04913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,147$499K0.01%-2,75913F-HRTimelineGroup
Arkadios Wealth Advisors12,679$482K0.01%new13F-HRTimeline
Breakwater Capital Group12,656$481K0.07%+98913F-HRTimeline
Clarity Capital Advisors, LLC12,557$477K0.24%+8113F-HRTimeline
Accurate Wealth Management, LLC12,120$473K0.06%-2713F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,270$466K0.13%013F-HRTimeline
Torren Management, LLC11,967$455K0.23%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,875$451K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…11,805$449K0.01%+1,46413F-HRTimeline
Aegis Wealth Management LLC11,772$447K0.25%-1,42113F-HRTimeline
Gibson Capital, LLC11,636$442K0.08%013F-HRTimeline
Belleair Asset Management, LLC11,608$441K0.42%13F-HRTimeline
Frankly Finances, LLC11,542$439K0.42%13F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC11,268$428K0.29%+59613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,200$426K<0.01%+7213F-HRTimeline
McMill Wealth Management11,109$422K0.12%+5513F-HRTimeline
EP Wealth Advisors, LLC10,912$415K<0.01%13F-HRTimeline
SmartHarvest Portfolios, LLC10,512$399K0.14%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,461$398K<0.01%+46113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,223$388K<0.01%-67413F-HRTimelineGroup
Washington Trust Advisors, Inc.10,159$386K0.03%+4513F-HRTimeline
Samalin Investment Counsel, LLC10,110$384K0.14%+20313F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,814$373K0.05%13F-HRTimeline
Entelevest, LLC9,756$371K0.38%13F-HRTimeline
Triad Wealth Partners, LLC9,429$358K0.03%+37813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,299$353K0.04%-22,54513F-HRTimeline
SUTTON PLACE INVESTORS LLC9,049$344K0.19%+42813F-HRTimeline
GEN Financial Management, INC.8,278$315K0.2%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,197$311K0.12%-44813F-HRTimelineGroup
Savvy Advisors, Inc.7,977$303K0.01%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,838$298K0.1%-1,18313F-HR/ATimeline
Broadhurst Jeffrey B7,783$296K0.31%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,609$289K<0.01%-13813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,471$284K<0.01%+4,21113F-HRTimelineGroup
SwitchPoint Financial Planning, LLC7,453$283K0.2%013F-HRTimeline
Advyzon Investment Management, LLC7,334$279K0.03%013F-HRTimeline
SYM FINANCIAL Corp7,314$278K0.03%-35313F-HRTimeline
CHOREO, LLC7,057$270K<0.01%+36813F-HRTimeline
Fisher Asset Management, LLC7,086$269K<0.01%new13F-HRTimeline
M Wealth Management, LLC6,935$264K0.23%013F-HRTimeline
New Dimensions Wealth Management, LLC6,868$261K0.22%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,706$255K<0.01%new13F-HRTimeline
Rockwood Wealth Management, LLC6,654$253K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP6,525$248K<0.01%new13F-HRTimeline
Family CFO Inc6,297$239K0.11%013F-HRTimeline
Morton Capital Management LLC/CA6,289$239K0.04%013F-HRTimeline
Wescott Financial Advisory Group, LLC6,101$232K0.02%-37813F-HRTimeline
Mutual Advisors, LLC6,011$228K<0.01%new13F-HRTimeline
Berger Financial Group, Inc5,971$227K0.01%+1513F-HRTimeline
Lauterbach Financial Advisors, LLC5,825$221K0.11%new13F-HRTimeline
Clearstead Advisors, LLC5,694$216K<0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC5,685$216K0.01%013F-HRTimeline
Kondo Wealth Advisors, Inc.5,665$215K0.08%-28213F-HRTimeline
Versant Capital Management, Inc5,641$214K0.03%+3613F-HRTimeline
Apella Capital, LLC5,419$206K<0.01%new13F-HRTimeline
STOLZ & ASSOCIATES, PS5,410$206K0.16%13F-HRTimeline
Frazier Financial Advisors, LLC5,323$202K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC5,291$201K<0.01%+4,68913F-HRTimelineGroup
Glen Eagle Advisors, LLC5,250$200K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,861$185K0.07%+2713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,060$176K<0.01%013F-HRTimeline
IFP Advisors, Inc4,223$160K<0.01%-9613F-HRTimeline
Pillar Financial Advisors, LLC3,680$140K0.08%-42913F-HRTimeline
McIlrath & Eck, LLC3,326$126K0.01%-49313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,313$126K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC3,183$121K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.3,000$114K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2,972$113K0.02%+2013F-HRTimeline
Beaird Harris Wealth Management, LLC2,753$105K0.01%-13713F-HRTimeline
HARBOUR INVESTMENTS, INC.2,612$99.3K<0.01%+2,50013F-HRTimeline
Root Financial Partners, LLC2,457$93.4K<0.01%+1,69713F-HRTimeline
SIGNATUREFD, LLC1,920$73K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,888$71.7K0.02%-48013F-HRTimeline
AdvisorNet Financial, Inc1,776$67.5K<0.01%+13313F-HRTimeline
Harbor Asset Planning, Inc.1,709$64.9K0.06%+1113F-HRTimeline
Morton Brown Family Wealth, LLC1,581$60.1K0.02%013F-HRTimeline
Valued Wealth Advisors LLC1,498$56.9K0.03%+17613F-HRTimeline
AE Wealth Management LLC1,386$52.7K<0.01%+13413F-HRTimeline
SHP Wealth Management1,362$51.8K<0.01%13F-HRTimeline
WealthShield Partners, LLC1,206$45.8K0.01%+813F-HRTimeline
Ares Financial Consulting, LLC1,146$43.6K0.04%13F-HRTimeline
COMERICA BANK1,135$43.1K<0.01%-5,70313F-HRTimeline
Parkside Financial Bank & Trust1,100$41.8K<0.01%013F-HRTimeline
RHL GROUP, LLC1,068$40.6K0.03%13F-HRTimeline
Eagle Bay Advisors LLC927$35.2K0.03%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…910$34.6K<0.01%-34713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.895$34K<0.01%-50713F-HRTimeline
Prudent Man Investment Management, Inc.838$31.8K0.01%+19513F-HRTimeline
Timmons Wealth Management, LLC785$29.8K0.03%13F-HRTimeline
ROGCO, LP775$29.4K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…741$28.2K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC713$27.1K0.02%+8613F-HRTimeline