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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

466 managers (473 13F filers) reported a position in DISV shares at 2026-06-30, 96,816,751 shares in all. 39 filers opened a position and 21 filers sold out during the quarter.

Managers
466
13F filers
473
New
39
Added
250
Reduced
123
Sold out
21
Shares held by filers
96,816,751

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HUB Investment Partners, LLC5,368$215K<0.01%new13F-HRTimeline
IEQ CAPITAL, LLC5,260$211K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5,250$211K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,227$210K0.02%new13F-HRTimelineGroup
Valued Wealth Advisors LLC5,128$206K0.07%+3,71213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,127$206K0.06%+6413F-HRTimeline
Frazier Financial Advisors, LLC5,124$206K0.1%-7313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,115$205K0.02%new13F-HRTimeline
Oakwell Private Wealth Management, LLC5,090$204K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc5,068$203K0.02%+5113F-HRTimeline
IHT Wealth Management, LLC5,062$203K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,060$176K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC4,145$166K0.05%+46613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,727$150K<0.01%+2,38013F-HRTimelineGroup
Pillar Financial Advisors, LLC3,680$148K0.08%013F-HRTimeline
DecisionPoint Financial, LLC3,642$147K0.03%+5313F-HRTimeline
IFP Advisors, Inc3,316$133K<0.01%-90713F-HRTimeline
Geneos Wealth Management Inc.3,000$120K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC2,783$112K0.05%+44013F-HRTimeline
AdvisorNet Financial, Inc2,716$109K<0.01%+28513F-HRTimeline
Innovative Asset Advisors Group, LLC2,437$97.8K0.04%-52313F-HRTimeline
Reyes Financial Architecture, Inc.2,292$92K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,141$86K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,081$83.5K<0.01%-6,94913F-HRTimeline
Morton Brown Family Wealth, LLC2,052$82.3K0.02%+27713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,879$75.4K<0.01%-16813F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,786$71.7K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.1,735$69.6K0.05%+2513F-HRTimeline
American Capital Advisory, LLC1,654$66.4K0.02%013F-HRTimeline
RHL GROUP, LLC1,301$52K0.04%+8513F-HRTimeline
BARD ASSOCIATES INC1,255$50.4K0.01%new13F-HRTimeline
Ares Financial Consulting, LLC1,161$46.6K0.03%+1413F-HRTimeline
Parkside Financial Bank & Trust1,100$44.1K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,087$43.6K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,040$41.7K<0.01%-113F-HRTimelineGroup
Global Retirement Partners, LLC916$36.8K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.912$36.6K<0.01%+1413F-HRTimeline
Timmons Wealth Management, LLC810$32.5K0.02%+2513F-HRTimeline
Prudent Man Investment Management, Inc.838$31.8K0.01%013F-HRTimeline
ROGCO, LP775$31.1K0.01%013F-HRTimeline
Millstone Evans Group, LLC763$30.6K0.02%+3113F-HRTimeline
Acumen Wealth Advisors, LLC721$28.9K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC709$28.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC657$26K<0.01%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC642$25.8K0.01%013F-HRTimeline
WHITTIER TRUST CO531$21.9K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC517$20.7K<0.01%013F-HRTimeline
Atomic Invest LLC474$19.1K<0.01%+14813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT425$17.1K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC415$16.7K<0.01%+1913F-HRTimeline
Operose Advisors LLC384$15.4K<0.01%-4213F-HRTimeline
Vermillion Wealth Management, Inc.353$14.2K<0.01%013F-HRTimeline
Hara Capital LLC346$13.9K0.01%013F-HRTimeline
Rossby Financial, LCC329$13.2K<0.01%+3413F-HRTimeline
Cornerstone Financial Management LLC300$12K0.01%new13F-HR/ATimeline
Qube Research & Technologies Ltd253$10.2K<0.01%-2,95013F-HRTimeline
Lodestone Wealth Management LLC209$8.39K<0.01%+313F-HRTimeline
Coston, McIsaac & Partners181$7K<0.01%+213F-HRTimeline
CX Institutional150$6K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC101$4.06K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC100$4.01K<0.01%013F-HRTimeline
Strive Financial Group ,LLC85$3.41K<0.01%013F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC62$2.49K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA34$1.36K<0.01%013F-HRTimeline
Sankala Group LLC20$920<0.01%+1013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$22<0.01%new13F-HRTimelineGroup