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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

451 managers (456 13F filers) reported a position in DISV shares at 2026-03-31, 90,694,184 shares in all. 48 filers opened a position and 16 filers sold out during the quarter.

Managers
451
13F filers
456
New
48
Added
203
Reduced
143
Sold out
16
Shares held by filers
90,694,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Midwest Trust Co47,680$1.88M0.02%+3,18513F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…47,669$1.88M1.69%+8,49913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC47,037$1.86M0.13%+7,40113F-HRTimeline
Clear Creek Financial Management, LLC46,889$1.85M0.14%+2,93713F-HRTimeline
Acorn Wealth Advisors, LLC46,006$1.81M0.53%+7,45013F-HRTimeline
Nalls Sherbakoff Group, LLC45,845$1.81M1.33%-1,14413F-HRTimeline
Peirce Capital Management, LLC45,579$1.8M0.7%-1,47113F-HRTimeline
PW ADVISORS, LLC \ FL44,678$1.76M1.32%-5,73313F-HRTimeline
Matisse Capital44,100$1.74M0.74%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL42,659$1.73M0.42%+2,02013F-HRTimeline
NWAM LLC43,465$1.71M0.1%-4,71413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42,935$1.69M0.18%-24713F-HRTimeline
Werba Rubin Papier Wealth Management42,781$1.69M0.23%+5,77713F-HRTimeline
Benson Investment Management Company, I…42,645$1.68M14.93%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC42,018$1.66M0.73%-3,78213F-HRTimeline
Longview Financial Advisors, Inc.41,814$1.65M1.01%+35113F-HRTimeline
Legacy Financial Advisors, Inc.41,775$1.65M0.23%+2,94113F-HRTimeline
Triumph Capital Management41,570$1.64M0.33%+5,37113F-HRTimeline
Three Arch Wealth Management LLC41,013$1.62M0.29%-6,04413F-HRTimeline
Prosperity Planning, Inc.40,390$1.59M0.4%-1,46613F-HRTimeline
W.H. Cornerstone Investments Inc.39,392$1.55M0.97%-11,36513F-HRTimeline
CURIO WEALTH, LLC39,173$1.54M0.53%+1,13813F-HRTimeline
Tortoise Investment Management, LLC38,941$1.54M0.13%+20013F-HRTimeline
Perigon Wealth Management, LLC37,657$1.49M0.03%+6,33613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,507$1.48M0.05%-5,23613F-HR/ATimelineGroup
Factor Wealth Management LTD36,409$1.44M0.27%+6,13713F-HRTimeline
McGrath & Associates, Inc.35,109$1.38M2.04%-1,48213F-HRTimeline
CSS LLC/IL34,851$1.37M0.08%013F-HRTimeline
Simplicity Wealth,LLC34,694$1.37M0.08%+19613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC34,158$1.35M0.83%-65813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…34,144$1.35M0.02%+2,18513F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC34,070$1.34M1.01%+1,22513F-HRTimeline
Nautilus Advisors LLC34,004$1.34M0.92%+2,24213F-HRTimeline
Oceanside Advisors LLC33,024$1.3M0.74%-1,73213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,407$1.24M<0.01%-97,84813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP31,157$1.23M0.03%-1,02513F-HRTimeline
Altiora Financial Group, LLC31,153$1.23M0.2%-2313F-HRTimeline
Two West Capital Advisors LLC30,303$1.22M0.65%+10413F-HRTimeline
Shearwater Capital LLC30,966$1.22M0.64%+3,89513F-HRTimeline
Allegiance Financial Group Advisory Ser…30,605$1.21M0.24%+26713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY30,532$1.2M<0.01%+89613F-HRTimelineGroup
Approach Retirement Advisors, LLC29,412$1.16M0.96%+23013F-HRTimeline
HBE Wealth Management, LLC29,089$1.15M1%+6,30213F-HRTimeline
Faithward Advisors, LLC28,647$1.13M0.16%+8,34213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,028$1.11M0.08%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27,827$1.1M<0.01%+10,83613F-HRTimelineGroup
Hudson Oak Wealth Advisory LLC27,827$1.1M0.95%-20413F-HRTimeline
RTD Financial Advisors, Inc.27,583$1.09M0.13%+10,52413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,497$1.08M0.54%+113F-HRTimeline
RB Capital Management, LLC27,261$1.08M0.23%+6,21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,884$1.06M0.1%+35813F-HRTimelineGroup
Porter White Investment Advisors, Inc.26,840$1.06M0.42%+9313F-HRTimeline
Ballast Financial Advisors LLC26,516$1.05M1.07%-17113F-HRTimeline
CHOREO, LLC26,147$1.03M0.01%+19,09013F-HRTimeline
BDFS Capital LLC25,973$1.02M0.49%+1,03313F-HRTimeline
Rehmann Capital Advisory Group25,791$1.02M0.05%-32013F-HRTimeline
Capstone Wealth Management, LLC25,692$1.01M0.71%+4713F-HRTimeline
Journey Beyond Wealth, LLC24,999$986K0.85%-2,88513F-HRTimeline
Outbound Financial Inc24,293$958K0.72%-2,61413F-HRTimeline
RCS Financial Planning, LLC24,229$956K0.5%-1,52313F-HRTimeline
GTS SECURITIES LLC23,652$933K0.03%-7,01513F-HRTimeline
Oath Planning, LLC23,304$919K0.82%-1,71613F-HRTimeline
UMB Bank, n.a.23,054$909K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Financial, LLC22,184$875K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,122$872K0.1%-49913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD22,114$872K0.41%+17413F-HRTimeline
Friday Financial22,080$871K0.3%+1513F-HRTimeline
ATLas Financial Planning LLC21,912$864K0.78%+3,10813F-HRTimeline
Greenspring Advisors, LLC21,901$864K0.05%-1,02913F-HRTimeline
Passive Capital Management, LLC.21,814$860K0.26%+93313F-HRTimeline
Sanctuary Advisors, LLC21,618$853K<0.01%-1,08013F-HRTimeline
Daner Wealth Management, LLC20,143$849K0.5%+1,77013F-HRTimeline
Wealthspire Advisors, LLC21,477$847K0.01%013F-HRTimeline
Generations Wealth, LLC21,355$842K0.82%-18413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,748$818K0.06%-36113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC20,580$812K0.64%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC20,418$805K0.22%-2,38013F-HRTimeline
SageView Advisory Group, LLC20,382$804K0.03%-1,29013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC20,095$793K0.75%+30713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,078$792K0.29%-60213F-HRTimeline
CogentBlue Wealth Advisors, LLC19,821$782K0.53%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…19,749$779K0.26%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,870$744K0.01%+7,06513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,656$736K<0.01%-4,43913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,495$729K<0.01%+2,08313F-HRTimeline
Bedel Financial Consulting, Inc.18,146$716K0.08%-36413F-HRTimeline
Vantage Point Financial LLC18,044$712K0.25%+1,15013F-HRTimeline
DBK Financial Counsel, LLC17,994$710K0.54%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,905$707K<0.01%-95,17113F-HRTimelineGroup
Parkshore Wealth Management, Inc.17,726$699K0.23%-95113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,666$697K0.01%+4,16213F-HRTimelineGroup
FLOW TRADERS U.S. LLC17,646$696K0.02%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.17,443$688K0.37%+413F-HRTimeline
Arkadios Wealth Advisors17,025$671K0.01%+4,34613F-HRTimeline
SIGNATUREFD, LLC16,994$670K0.01%+15,07413F-HRTimeline
Tyche Wealth Partners LLC16,899$666K0.1%+98713F-HRTimeline
Cherry Tree Wealth Management, LLC16,833$664K0.14%-1,34213F-HRTimeline
Family Manage LLC16,806$663K0.08%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,673$658K<0.01%+2,44213F-HRTimelineGroup
Abacus Planning Group, Inc.16,352$645K0.09%+413F-HRTimeline
Austin Asset Management Co Inc16,117$636K0.1%-1,00713F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding15,986$631K+7,789Timeline
Brookstone Capital Managementin group Brookstone Capital Management15,897$627K0.01%+5,67413F-HRTimelineGroup
Cogent Private Wealth, Inc.15,852$625K0.45%+5513F-HRTimeline
Verus Financial Partners, Inc.14,805$616K0.06%+613F-HRTimeline
HANOVER ADVISORS INC15,534$613K0.25%-50613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC15,066$594K0.11%+1,54013F-HR/ATimeline
BluePrint Investing LLC14,914$588K0.52%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC14,731$581K0.3%+68813F-HRTimeline
Xcelsior Advisor Partners LLC14,637$577K0.22%+24613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,454$570K0.01%+1,30713F-HRTimelineGroup
Breakwater Capital Group13,942$550K0.07%+1,28613F-HRTimeline
Del-Sette Capital Management, LLC13,865$547K0.33%013F-HRTimeline
3 FACTOR INDEXING, LLC13,794$544K0.51%13F-HRTimeline
Great Point Wealth Advisors, LLC13,713$541K0.1%-25413F-HRTimeline
SC&H Financial Advisors, Inc.13,497$532K0.08%013F-HRTimeline
Fortis Capital Management LLC13,390$528K0.07%-2,38813F-HRTimeline
Disciplined Investments, LLC13,385$528K0.19%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC12,572$496K0.31%+1,30413F-HRTimeline
Clarity Capital Advisors, LLC12,563$495K0.23%+613F-HRTimeline
Accurate Wealth Management, LLC11,866$489K0.06%-25413F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,270$484K0.13%013F-HRTimeline
Savvy Advisors, Inc.12,234$482K0.01%+4,25713F-HRTimeline
Torren Management, LLC12,141$479K0.24%+17413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,026$474K0.06%+2,72713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,030$474K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,875$468K<0.01%013F-HRTimelineGroup
Aegis Wealth Management LLC11,772$464K0.27%013F-HRTimeline
Gibson Capital, LLC11,637$459K0.09%+113F-HRTimeline
Belleair Asset Management, LLC11,608$458K0.42%013F-HRTimeline
Frankly Finances, LLC11,542$455K0.41%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,408$450K0.01%-3,64313F-HRTimeline
BNB Wealth Management, LLC11,332$447K0.29%new13F-HRTimeline
Triad Wealth Partners, LLC11,157$440K0.03%+1,72813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,063$436K<0.01%-59,39713F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.11,052$436K0.05%+1,23813F-HRTimeline
EP Wealth Advisors, LLC11,047$436K<0.01%+13513F-HRTimeline
SmartHarvest Portfolios, LLC10,512$415K0.17%013F-HRTimeline
Samalin Investment Counsel, LLC10,413$411K0.15%+30313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,383$410K<0.01%-81713F-HRTimeline
Advyzon Investment Management, LLC10,186$402K0.04%+2,85213F-HRTimeline
Entelevest, LLC9,998$394K0.41%+24213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,942$392K0.18%new13F-HRTimeline
Washington Trust Advisors, Inc.9,663$381K0.03%-49613F-HRTimeline
FMR LLCin group FMR LLC9,591$378K<0.01%+4,30013F-HRTimelineGroup
Brand Asset Management Group, Inc.9,564$377K0.1%new13F-HRTimeline
AE Wealth Management LLC9,030$356K<0.01%+7,64413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,000$355K0.01%new13F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC8,922$352K0.19%-12713F-HRTimeline
Canvas Wealth Advisors, LLC8,640$341K0.06%new13F-HRTimeline
Cornerstone Wealth Management, LLC8,496$335K0.02%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,401$331K0.15%new13F-HR/ATimeline
GEN Financial Management, INC.8,229$325K0.2%-4913F-HRTimeline
Global Financial Private Client, LLC7,918$312K0.1%new13F-HRTimeline
Selective Wealth Management, Inc.7,726$312K0.09%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,838$309K0.11%013F-HRTimeline
LJI Wealth Management, LLC7,772$307K0.05%-19,14913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,732$305K<0.01%+4,41913F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,609$300K<0.01%13F-HRTimelineGroup
SwitchPoint Financial Planning, LLC7,453$294K0.2%013F-HRTimeline
SYM FINANCIAL Corp7,314$288K0.03%013F-HRTimeline
Clearstead Advisors, LLC7,237$285K<0.01%+1,54313F-HRTimeline
HARBOUR INVESTMENTS, INC.7,207$284K<0.01%+4,59513F-HRTimeline
GeoWealth Management, LLC7,072$279K0.01%new13F-HRTimeline
PCM Encore, LLC7,055$278K0.06%new13F-HRTimeline
Root Financial Partners, LLC6,960$275K0.01%+4,50313F-HRTimeline
M Wealth Management, LLC6,935$274K0.23%013F-HRTimeline
New Dimensions Wealth Management, LLC6,868$271K0.23%013F-HRTimeline
Broadhurst Jeffrey B6,783$268K0.27%-1,00013F-HRTimeline
Rockwood Wealth Management, LLC6,654$262K0.02%013F-HRTimeline
Strathmore Capital Advisors, Inc.6,396$261K0.07%new13F-HRTimeline
Ponta Wealth Partners, LLC6,532$258K0.21%new13F-HRTimeline
Aptus Capital Advisors, LLC6,339$250K<0.01%+3,15613F-HRTimeline
Lauterbach Financial Advisors, LLC6,323$249K0.12%+49813F-HRTimeline
Family CFO Inc6,297$248K0.11%013F-HRTimeline
Morton Capital Management LLC/CA6,289$248K0.04%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,161$243K<0.01%-1,31013F-HR/ATimelineGroup
Mutual Advisors, LLC6,128$242K0.01%+11713F-HRTimeline
Wescott Financial Advisory Group, LLC6,104$241K0.02%+313F-HRTimeline
Berger Financial Group, Inc5,965$235K0.01%-613F-HRTimeline
Steward Partners Investment Advisory, L…5,933$234K<0.01%+5,55113F-HRTimeline
Freedom Day Solutions, LLC5,913$233K0.06%new13F-HRTimeline
Cloud Capital Management, LLC5,797$228K0.1%new13F-HRTimeline
STOLZ & ASSOCIATES, PS5,410$225K0.16%013F-HRTimeline
Kondo Wealth Advisors, Inc.5,665$223K0.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,524$218K<0.01%new13F-HRTimelineGroup
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA5,360$211K<0.01%13F-HRTimelineGroup
IEQ CAPITAL, LLC5,260$207K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC5,250$207K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC5,197$205K0.11%-12613F-HRTimeline
Shore Point Advisors, LLC5,149$203K0.08%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,063$200K0.07%+20213F-HRTimeline
Versant Capital Management, Inc5,017$198K0.02%-62413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,060$176K<0.01%013F-HRTimeline
IFP Advisors, Inc4,223$167K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC3,680$145K0.08%013F-HRTimeline
Owl Creek Wealth Partners LLC3,679$145K0.05%13F-HRTimeline
Beaird Harris Wealth Management, LLC3,635$143K0.01%+88213F-HRTimeline
DecisionPoint Financial, LLC3,589$142K0.03%+61713F-HRTimeline
Qube Research & Technologies Ltd3,203$126K<0.01%+3,00913F-HRTimeline