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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
Geneos Wealth Management Inc.3,000$118K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC2,960$117K0.07%13F-HRTimeline
McIlrath & Eck, LLC2,849$112K0.01%-47713F-HRTimeline
IFG Advisory, LLC2,814$111K0.32%-161,05913F-HRTimeline
Acropolis Investment Management, LLC2,615$103K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,431$95.9K<0.01%+65513F-HRTimeline
Rachor Investment Advisory Services, LLC2,343$92.4K0.05%new13F-HRTimeline
Forum Finance Group S.A.2,868$91K0.05%13F-HRTimeline
Reyes Financial Architecture, Inc.2,292$90.4K0.07%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,047$80.7K<0.01%+1,13713F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,786$70.4K0.02%-10213F-HRTimeline
Morton Brown Family Wealth, LLC1,775$70K0.02%+19413F-HRTimeline
Harbor Asset Planning, Inc.1,710$67.4K0.06%+113F-HRTimeline
American Capital Advisory, LLC1,654$65.2K0.03%new13F-HRTimeline
Valued Wealth Advisors LLC1,416$55.9K0.02%-8213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,353$53.4K0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,347$53.1K<0.01%+60613F-HRTimelineGroup
RHL GROUP, LLC1,216$48K0.04%+14813F-HRTimeline
WealthShield Partners, LLC1,206$47.6K0.01%013F-HRTimeline
Advisory Services Network, LLC1,192$47K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC1,147$45.7K0.04%+113F-HRTimeline
Parkside Financial Bank & Trust1,100$43.4K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,041$41K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.898$35.4K<0.01%+313F-HRTimeline
Prudent Man Investment Management, Inc.838$31.8K0.01%013F-HRTimeline
Timmons Wealth Management, LLC785$31K0.03%013F-HRTimeline
ROGCO, LP775$30.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC763$30.1K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC732$28.9K0.02%+1913F-HRTimeline
Ashton Thomas Private Wealth, LLC709$28K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC642$25.3K0.01%new13F-HRTimeline
WHITTIER TRUST CO531$21.2K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC517$20.4K<0.01%013F-HRTimeline
Operose Advisors LLC426$16.8K<0.01%+4213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT425$16.8K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC396$15.6K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC367$14.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…358$14.1K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.353$13.9K0.01%new13F-HRTimeline
Hara Capital LLC346$13.6K0.01%013F-HRTimeline
Atomic Invest LLC326$12.5K0.01%-7813F-HRTimeline
Rossby Financial, LCC295$11.8K<0.01%+23513F-HRTimeline
Lodestone Wealth Management LLC206$8.12K<0.01%013F-HR/ATimeline
Coston, McIsaac & Partners179$7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC160$6.31K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC100$3.94K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC85$3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC62$2.44K<0.01%13F-HRTimelineGroup
Integrity Financial Corp /WA34$1.34K<0.01%013F-HRTimeline
Sankala Group LLC10$404<0.01%013F-HRTimeline
MAI Capital Management8$316<0.01%013F-HRTimeline