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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

313 managers (315 13F filers) reported a position in DISV shares at 2024-12-31, 65,170,111 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
313
13F filers
315
New
27
Added
159
Reduced
61
Sold out
11
Shares held by filers
65,170,111

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Merriman Wealth Management, LLC8,865,282$236M9.81%+274,04413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,574,792$175M+1,312,111Timeline
Forum Financial Management, LPin group Forum Financial Management, LP6,389,795$170M2.81%+179,24313F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,421,484$37.8M1.11%+68,77413F-HRTimeline
Asset Dedication, LLC1,212,974$32.2M2.54%+92,72313F-HRTimeline
HighTower Advisors, LLC1,207,345$32.1M0.04%+19,01713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,046,058$27.8M0.05%-25,79413F-HRTimelineGroup
Abacus Wealth Partners, LLC1,035,882$27.5M4.11%+178,32913F-HRTimeline
Evanson Asset Management, LLC1,009,118$26.8M1.84%+49,53213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC972,480$25.8M3.27%+96,77813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC841,997$22.4M0.05%+70,06913F-HRTimelineGroup
Planning Center, Inc.823,169$21.9M2.77%+5,55813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC780,763$20.7M2.74%-40,90513F-HRTimeline
DiNuzzo Private Wealth, Inc.767,020$20.4M2.58%+13,26813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/722,713$19.2M0.01%+44,45613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC704,833$18.7M0.15%-23,00713F-HRTimelineGroup
NorthCoast Asset Management LLC683,943$18.2M0.09%+61,67313F-HR/ATimeline
GREAT OAK CAPITAL PARTNERS, LLC650,080$17M5.67%+299,39813F-HRTimeline
Creative Planningin group Creative Planning613,434$16.3M0.02%-13,35213F-HRTimelineGroup
Integris Wealth Management, LLC588,252$15.6M4.41%+39,01913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP549,179$14.6M<0.01%+167,14913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…546,307$14.5M0.03%+78,15413F-HR/ATimeline
Quantum Financial Advisors, LLC516,699$13.7M2.09%+44,87513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC503,495$13.4M0.49%+38,95913F-HRTimeline
LRI Investments, LLC483,365$12.8M1.24%+5,09013F-HRTimeline
Index Fund Advisors, Inc.468,799$12.5M0.67%+43,96613F-HRTimeline
MB Generational Wealth, LLC468,732$12.5M9.14%+8,48213F-HRTimeline
Miramar Fiduciary Corp458,705$12.2M12.29%-47,88613F-HR/ATimeline
Shakespeare Wealth Management, LLC447,528$11.9M3.21%+16,75313F-HRTimeline
Rather & Kittrell, Inc.434,673$11.5M2.71%+50,68313F-HRTimeline
Equita Financial Network, Inc.426,964$11.3M4.1%+22,69413F-HRTimeline
KEB ASSET MANAGEMENT, LLC418,241$11.1M3.2%+21,73213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC418,230$11.1M<0.01%+31,18613F-HRTimelineGroup
Financial Harvest, LLC412,018$10.9M9.24%13F-HRTimeline
Callan Capital, LLC405,985$10.8M0.79%-6,49313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC404,609$10.8M0.05%+147,46213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/368,777$9.8M<0.01%+25,51013F-HRTimelineGroup
NewEdge Advisors, LLC368,186$9.78M0.06%-5,99613F-HRTimeline
Baker Ellis Asset Management LLC366,686$9.74M1.43%+25,82313F-HRTimeline
von Borstel & Associates, Inc.351,915$9.35M3.66%+139,17113F-HRTimeline
Hill Investment Group Partners, LLC351,544$9.34M1.25%-17,45913F-HRTimeline
Seaside Wealth Management, Inc.347,739$9.24M3.38%+19,17213F-HRTimeline
Sensible Money, LLC333,454$8.86M3.88%+25,33213F-HRTimeline
Vestmark Advisory Solutions, Inc.331,838$8.82M0.3%+5,43413F-HRTimeline
Beacon Pointe Advisors, LLC325,626$8.65M0.1%+8,26013F-HRTimeline
Yardley Wealth Management LLC320,043$8.61M4.18%+58,50213F-HRTimeline
Private Wealth Management Group, LLC323,292$8.59M3.29%-39,84213F-HRTimeline
CARDIFF PARK ADVISORS, LLC304,593$8.09M0.77%+52,64013F-HRTimeline
Krilogy Financial LLC302,934$8.05M0.54%+23,63313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV298,248$7.92M0.02%-23,35513F-HRTimeline
Physician Wealth Solutions Inc.295,110$7.84M3.93%+8,53013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…288,909$7.68M4.52%+8,13013F-HRTimeline
Hassell Wealth Management, LLC275,344$7.53M3.03%+2,52713F-HRTimeline
United Wealth Management, LLC276,151$7.34M2.47%13F-HRTimeline
Quadcap Wealth Management, LLC274,918$7.3M1.08%+24,13913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC273,909$7.28M0.17%-55,29213F-HRTimeline
DRAVO BAY LLC270,726$7.19M3.49%+21,96313F-HRTimeline
CLARIS ADVISORS, LLC / MO /262,362$6.97M2.62%+121,04513F-HRTimeline
Pacific Sage Partners, LLC261,730$6.95M1.59%+9,44113F-HRTimeline
SACHEM HILL LLC255,639$6.79M1.42%+10,88813F-HRTimeline
Sterling Financial Planning, Inc.254,023$6.75M2.48%+5,61213F-HRTimeline
Financial Architects, LLC251,380$6.68M4.28%+10,38513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.242,766$6.45M2.62%+38,64713F-HRTimeline
Shotwell Rutter Baer Inc234,507$6.12M5.16%+5,15613F-HRTimeline
Meritas Wealth Management, LLC227,292$6.04M3.63%+37,94513F-HRTimeline
Greenline Partners, LLC223,346$5.93M0.83%+204,55013F-HRTimeline
Financial Engines Advisors L.L.C.207,276$5.51M0.01%+55,54213F-HRTimeline
PINNEY & SCOFIELD, INC.206,503$5.49M4.15%13F-HRTimeline
LAM GROUP, INC.200,600$5.33M3.8%+25,25513F-HRTimeline
Chicago Partners Investment Group LLC193,200$5.13M0.17%-16,49413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC192,205$5.11M1.4%+5,64513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC186,935$4.96M0.83%+4,21913F-HRTimeline
BetterWealth, LLC184,069$4.89M1.35%+9613F-HRTimeline
PBMares Wealth Management LLC179,741$4.78M0.98%+15,71413F-HRTimeline
Financial Symmetry Inc178,139$4.73M3.21%+9,56413F-HRTimeline
Sequoia Financial Advisors, LLC167,237$4.44M0.04%+7,95313F-HR/ATimeline
Wealth Advisors Northwest LLC166,438$4.42M3.01%13F-HRTimeline
Squire Investment Management Company, L…153,472$4.08M1.79%+31,53613F-HRTimeline
Astra Wealth Partners LLC153,237$4.07M3.84%13F-HRTimeline
Retirement Solution LLC151,209$4.02M1.05%-16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,228$3.96M<0.01%13F-HR/ATimelineGroup
Betterment LLC148,195$3.94M0.01%+54,00713F-HRTimeline
BWM Planning, LLC147,521$3.92M1.71%-4,72713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC144,577$3.84M0.04%+23,02113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,226$3.67M<0.01%+4,10513F-HRTimelineGroup
Abel Hall, LLC137,702$3.66M2.33%+4,19513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC135,001$3.59M2.37%13F-HRTimeline
Tillman Hartley LLC134,162$3.56M1.02%+26,55013F-HRTimeline
Longview Financial Advisors LLC134,040$3.56M2.39%13F-HRTimeline
Avant Financial Advisors LLC133,161$3.54M3.25%13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.133,085$3.54M1.14%+26,12813F-HRTimeline
Yeomans Consulting Group, Inc.132,900$3.53M1.32%+1,41513F-HRTimeline
Ruedi Wealth Management, Inc.131,625$3.5M1.1%+16,42713F-HRTimeline
Kaufman Rossin Wealth, LLC130,819$3.48M3.58%13F-HRTimeline
EQ WEALTH ADVISORS, LLC130,069$3.46M3.32%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,955$3.4M<0.01%+3,70313F-HRTimeline
Willow Creek Wealth Management Inc.127,269$3.38M0.34%+1,27813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,802$3.29M<0.01%+2,30013F-HRTimelineGroup
JDH Wealth Management, LLC119,638$3.18M2.79%13F-HRTimeline
Mills Wealth Advisors LLC119,383$3.17M1.8%+6,38513F-HRTimeline
Clarity Wealth Development LLC112,885$3.1M3.36%13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC116,371$3.09M2.58%-26,57913F-HRTimeline
SAX WEALTH ADVISORS, LLC109,697$2.91M0.23%+67,07513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC108,923$2.89M0.61%-2,20913F-HRTimeline
Hemington Wealth Management103,464$2.75M0.69%+33,50613F-HRTimeline
Efficient Advisors, LLC101,472$2.7M0.17%+21,70413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO100,751$2.68M0.05%-11,01113F-HRTimeline
Aerodigm Wealth, LLC96,841$2.57M1.54%+81713F-HRTimeline
Vestment Financial LLC96,092$2.55M1.95%13F-HRTimeline
Navigoe, LLC94,941$2.52M2.46%13F-HRTimeline
OLD MISSION CAPITAL LLC92,852$2.47M0.06%-70,35713F-HRTimeline
Vannoy Advisory Group, Inc.91,282$2.43M1.8%+2,62813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management90,416$2.4M0.07%+4,55213F-HRTimelineGroup
Gradient Capital Advisors, LLC89,978$2.39M0.77%+6,57013F-HRTimeline
QUARRY HILL ADVISORS, LLC87,623$2.33M1.57%-1,97013F-HRTimeline
NWAM LLC82,576$2.19M0.14%+16,00913F-HRTimeline
Glass Jacobson Investment Advisors llc81,748$2.17M0.71%+2,89413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners81,239$2.16M0.14%+3,52813F-HRTimeline
Aviance Capital Partners, LLC80,747$2.15M0.3%-30913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,078$2.1M<0.01%+15,89913F-HR/ATimelineGroup
Sterling Wealth Management, Inc.77,994$2.07M0.77%+10,73313F-HRTimeline
Cambridge Financial Group, LLC76,285$2.03M0.87%-16,03213F-HRTimeline
Grunden Financial Advisory, Inc.75,729$2.01M0.97%+6,53613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC75,488$2.01M<0.01%+1,52313F-HRTimelineGroup
Foundation Wealth Management, LLC\PA75,073$1.99M0.97%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC68,477$1.99M1.33%+85913F-HRTimeline
Golden Bell Financial Planning LLC74,562$1.98M1.99%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.72,308$1.92M0.12%+3,92113F-HRTimelineGroup
LPL Financial LLC71,145$1.89M<0.01%+2,21113F-HRTimeline
XY Planning Network, Inc.70,142$1.86M1.4%13F-HRTimeline
Burk Holdings LLC70,082$1.86M1.51%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,041$1.83M0.01%+33,23213F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.68,856$1.83M0.33%013F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.68,503$1.82M0.78%+5,31913F-HRTimeline
Aurelius Family Office LLC66,396$1.76M0.89%13F-HRTimeline
Efficient Frontier Advisors LLC64,108$1.7M1.13%013F-HRTimeline
Blue Trust, Inc.63,610$1.69M0.02%+28,01913F-HR/ATimeline
IFG Advisory, LLC62,586$1.66M0.09%+3,12613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.62,001$1.65M0.76%+7,87913F-HRTimeline
Pure Financial Advisors, LLC61,628$1.64M0.04%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…60,585$1.61M0.4%+713F-HRTimeline
Waverly Advisors, LLC59,571$1.58M0.02%-1,50113F-HRTimeline
New England Private Wealth Advisors LLC59,416$1.58M0.25%+35613F-HRTimeline
MML INVESTORS SERVICES, LLC58,347$1.55M0.01%+4,94313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …57,865$1.54M0.13%new13F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS57,513$1.53M1.26%+14,52313F-HRTimeline
Avior Wealth Management, LLC57,414$1.53M0.06%+2,25913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC57,342$1.52M0.7%+1,80913F-HRTimeline
Strategic Investment Solutions, Inc. /IL54,801$1.44M0.48%+5,63713F-HRTimeline
Peirce Capital Management, LLC53,113$1.41M0.72%+16,68113F-HRTimeline
Prosperity Planning, Inc.52,897$1.41M0.45%-98313F-HRTimeline
Parkwoods Wealth Partners, LLC52,813$1.4M1.12%+29,75713F-HRTimeline
Advisory Alpha, LLC52,497$1.39M0.05%+2,37113F-HRTimeline
Burton Enright Welch51,950$1.38M0.29%+8,19913F-HRTimeline
Parkworth Wealth Management, Inc.51,387$1.37M1.14%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC51,372$1.36M0.7%+44,11913F-HRTimeline
OneDigital Investment Advisors LLC49,783$1.32M0.02%-2,89013F-HRTimeline
Modera Wealth Management, LLC48,693$1.29M0.02%-25,93313F-HRTimeline
W.H. Cornerstone Investments Inc.48,098$1.28M0.85%+2,15013F-HRTimeline
HMV Wealth Advisors, LLC47,830$1.27M1.27%13F-HRTimeline
Longview Financial Advisors, Inc.47,743$1.27M1%+513F-HRTimeline
Visionary Wealth Advisors45,752$1.22M0.07%+24,01513F-HRTimeline
Clear Creek Financial Management, LLC45,373$1.21M0.13%-4,91813F-HRTimeline
Liberty Capital Management, Inc.45,223$1.2M0.27%+4,91713F-HRTimeline
Matisse Capital44,100$1.17M0.6%013F-HRTimeline
CURIO WEALTH, LLC43,655$1.16M0.62%13F-HRTimeline
RCS Financial Planning, LLC43,356$1.15M0.61%+10113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42,480$1.13M0.16%-82913F-HRTimeline
Corus Family Wealth Advisors41,894$1.11M0.75%-24913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding41,521$1.1M+27,095Timeline
Mariner, LLCin group Mariner, LLC39,504$1.05M<0.01%-53,70113F-HRTimelineGroup
CSS LLC/IL38,941$1.03M0.06%013F-HRTimeline
Werba Rubin Papier Wealth Management37,454$995K0.23%+1313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,034$984K<0.01%+21,65313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC35,751$950K0.07%+9,61713F-HRTimeline
McGrath & Associates, Inc.35,749$950K1.92%13F-HRTimeline
Altiora Financial Group, LLC35,520$944K0.21%-1,00713F-HRTimeline
Emprise Bank35,266$937K0.53%-3,05113F-HRTimeline
William Mack & Associates, Inc.33,944$902K0.94%13F-HRTimeline
Legacy Financial Advisors, Inc.33,582$892K0.15%-1,36313F-HRTimeline
Oceanside Advisors LLC32,919$875K0.65%+2,06613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.32,670$868K0.5%+21913F-HRTimeline
Janney Montgomery Scott LLC32,199$856K<0.01%+3,29713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,927$848K<0.01%+26,29513F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC31,226$830K0.42%-4,36513F-HRTimeline
Tortoise Investment Management, LLC31,156$828K0.09%+5,70013F-HR/ATimeline
Porter White Investment Advisors, Inc.30,961$823K0.42%+6013F-HRTimeline
Allegiance Financial Group Advisory Ser…29,880$794K0.26%+11713F-HRTimeline
Allworth Financial LP29,297$794K<0.01%-38,90013F-HRTimeline
Two West Capital Advisors LLC29,004$771K0.66%+2,89413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC26,858$714K0.09%-21813F-HRTimeline
EARNED WEALTH ADVISORS, LLC26,539$705K0.23%+1,48113F-HRTimeline
Farther Finance Advisors, LLC26,534$705K0.03%+8,12313F-HRTimeline
Brady Martz Wealth Solutions, LLC26,724$702K0.17%13F-HRTimeline
Rehmann Capital Advisory Group25,618$681K0.04%+1,64213F-HRTimeline
Del-Sette Capital Management, LLC25,246$671K0.54%-169,92513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC24,935$663K0.33%-80513F-HRTimeline
Carlson Capital Management24,337$647K0.03%new13F-HRTimeline
Shearwater Capital LLC24,166$642K0.44%+22113F-HRTimeline
SageView Advisory Group, LLC24,024$638K0.03%-3413F-HRTimeline