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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

325 managers (327 13F filers) reported a position in DISV shares at 2025-03-31, 68,509,589 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
325
13F filers
327
New
28
Added
172
Reduced
92
Sold out
12
Shares held by filers
68,509,589

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Focus Partners Wealthgroup of 2 filers holding16,025,167$467M+9,450,375Timeline
Forum Financial Management, LPin group Forum Financial Management, LP6,149,471$179M2.96%-240,32413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,647,321$48M1.43%+225,83713F-HRTimeline
Asset Dedication, LLC1,294,201$37.7M3.06%+81,22713F-HRTimeline
HighTower Advisors, LLC1,237,300$36M0.05%+29,95513F-HRTimeline
Abacus Wealth Partners, LLC1,065,344$31M4.67%+29,46213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,041,923$30.3M0.05%-4,13513F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,018,611$29.7M3.95%+46,13113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC952,278$27.7M0.06%+110,28113F-HRTimelineGroup
Evanson Asset Management, LLC947,654$27.6M1.96%-61,46413F-HRTimeline
Planning Center, Inc.862,785$25.1M2.97%+39,61613F-HRTimeline
DiNuzzo Private Wealth, Inc.760,430$22.1M2.79%-6,59013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC760,027$22.1M3.01%-20,73613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/745,420$21.7M0.01%+22,70713F-HRTimelineGroup
NorthCoast Asset Management LLC702,368$20.5M0.1%+18,42513F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC659,056$19.2M0.02%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP618,536$18M<0.01%+69,35713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC613,545$17.9M0.15%-91,28813F-HR/ATimelineGroup
Integris Wealth Management, LLC606,383$17.7M5.04%+18,13113F-HRTimeline
Creative Planningin group Creative Planning593,381$17.3M0.02%-20,05313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…589,099$17.2M0.03%+42,79213F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC650,080$17M5.67%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC562,350$16.4M0.61%+58,85513F-HRTimeline
Quantum Financial Advisors, LLC549,721$16M2.39%+33,02213F-HRTimeline
Miramar Fiduciary Corp511,178$14.9M13.4%+52,47313F-HRTimeline
Index Fund Advisors, Inc.494,030$14.4M0.89%+25,23113F-HRTimeline
MB Generational Wealth, LLC473,731$13.8M10.3%+4,99913F-HRTimeline
Rather & Kittrell, Inc.468,376$13.6M2.96%+33,70313F-HRTimeline
Equita Financial Network, Inc.465,442$13.6M4.74%+38,47813F-HRTimeline
LRI Investments, LLC445,081$13M1.25%-38,28413F-HRTimeline
Shakespeare Wealth Management, LLC442,519$12.9M3.45%-5,00913F-HRTimeline
von Borstel & Associates, Inc.441,353$12.9M3.84%+89,43813F-HRTimeline
KEB ASSET MANAGEMENT, LLC431,837$12.6M3.58%+13,59613F-HRTimeline
Baker Ellis Asset Management LLC421,136$12.3M1.77%+54,45013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC418,130$12.2M<0.01%-10013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC412,166$12M0.05%+7,55713F-HRTimelineGroup
Callan Capital, LLC399,461$11.6M0.86%-6,52413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/390,015$11.4M<0.01%+21,23813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.370,811$10.8M0.28%+38,97313F-HRTimeline
Seaside Wealth Management, Inc.364,665$10.6M3.79%+16,92613F-HRTimeline
Sequoia Financial Advisors, LLC345,927$10.1M0.08%+178,69013F-HRTimeline
Hill Investment Group Partners, LLC344,695$10M1.38%-6,84913F-HRTimeline
Beacon Pointe Advisors, LLC342,462$9.97M0.11%+16,83613F-HRTimeline
CARDIFF PARK ADVISORS, LLC332,936$9.7M0.94%+28,34313F-HRTimeline
Sensible Money, LLC330,628$9.63M4.12%-2,82613F-HRTimeline
Krilogy Financial LLC324,466$9.45M0.61%+21,53213F-HRTimeline
NewEdge Advisors, LLC322,274$9.38M0.06%-45,91213F-HRTimeline
Physician Wealth Solutions Inc.316,583$9.22M4.63%+21,47313F-HRTimeline
Private Wealth Management Group, LLC312,904$9.11M3.36%-10,38813F-HRTimeline
United Wealth Management, LLC305,796$8.9M2.79%+29,64513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC305,289$8.89M0.02%new13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV299,727$8.73M0.02%+1,47913F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…298,206$8.68M4.94%+9,29713F-HRTimeline
Betterment LLC295,823$8.61M0.02%+147,62813F-HRTimeline
Sterling Financial Planning, Inc.289,717$8.44M3.06%+35,69413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.300,433$8.26M3.38%+57,66713F-HRTimeline
Pacific Sage Partners, LLC282,190$8.22M1.85%+20,46013F-HRTimeline
Hassell Wealth Management, LLC284,842$8.16M3.48%+9,49813F-HRTimeline
Yardley Wealth Management LLC278,461$8.11M4.78%-41,58213F-HRTimeline
Meritas Wealth Management, LLC265,496$7.73M4.53%+38,20413F-HRTimeline
SACHEM HILL LLC260,567$7.59M1.49%+4,92813F-HRTimeline
INTEGRITY ALLIANCE, LLC.258,652$7.53M0.3%new13F-HRTimeline
DRAVO BAY LLC255,583$7.46M3.95%-15,14313F-HRTimeline
CLARIS ADVISORS, LLC / MO /246,535$7.18M2.67%-15,82713F-HRTimeline
Financial Architects, LLC243,660$7.1M4.53%-7,72013F-HRTimeline
PINNEY & SCOFIELD, INC.231,123$6.73M4.87%+24,62013F-HRTimeline
MML INVESTORS SERVICES, LLC219,871$6.4M0.02%+161,52413F-HRTimeline
Quadcap Wealth Management, LLC218,545$6.36M0.92%-56,37313F-HRTimeline
Shotwell Rutter Baer Inc235,368$6.22M5.48%+86113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC199,433$5.81M1.57%+7,22813F-HRTimeline
PBMares Wealth Management LLC197,683$5.76M1.15%+17,94213F-HRTimeline
Financial Engines Advisors L.L.C.195,695$5.7M0.01%-11,58113F-HRTimeline
Financial Symmetry Inc195,014$5.68M3.49%+16,87513F-HRTimeline
LAM GROUP, INC.191,540$5.58M4.1%-9,06013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC187,313$5.45M1.04%+37813F-HR/ATimeline
Wealth Advisors Northwest LLC181,503$5.29M3.35%+15,06513F-HRTimeline
Chicago Partners Investment Group LLC172,136$5.26M0.17%-21,06413F-HRTimeline
BetterWealth, LLC179,699$5.23M1.47%-4,37013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.178,642$5.2M0.01%+99,56413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC175,310$5.11M0.12%-98,59913F-HRTimeline
Advisory Alpha, LLC171,607$5M0.17%+119,11013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC170,669$4.97M0.06%+26,09213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,946$4.92M<0.01%+19,71813F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC164,085$4.78M3.81%+34,01613F-HRTimeline
Squire Investment Management Company, L…160,836$4.68M1.95%+7,36413F-HRTimeline
IFG Advisory, LLC159,292$4.64M0.26%+96,70613F-HRTimeline
Astra Wealth Partners LLC155,495$4.53M4.32%+2,25813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,201$4.49M0.01%+26,24613F-HRTimeline
Longview Financial Advisors LLC146,531$4.27M2.82%+12,49113F-HRTimeline
BWM Planning, LLC142,938$4.16M1.76%-4,58313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO141,295$4.11M<0.01%+3,06913F-HRTimelineGroup
Abel Hall, LLC139,994$4.08M2.46%+2,29213F-HRTimeline
Tillman Hartley LLC139,341$4.06M1.18%+5,17913F-HRTimeline
Yeomans Consulting Group, Inc.137,718$4.01M1.55%+4,81813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.136,924$3.99M1.29%+3,83913F-HRTimeline
Ruedi Wealth Management, Inc.135,246$3.94M1.23%+3,62113F-HRTimeline
Avant Financial Advisors LLC133,079$3.88M3.51%-8213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC132,480$3.86M2.42%-2,52113F-HRTimeline
Mills Wealth Advisors LLC131,334$3.82M2.03%+11,95113F-HRTimeline
Kaufman Rossin Wealth, LLC131,251$3.82M2.73%+43213F-HRTimeline
Clarity Wealth Development LLC122,232$3.69M4.12%+9,34713F-HRTimeline
Willow Creek Wealth Management Inc.126,411$3.68M0.36%-85813F-HRTimeline
JDH Wealth Management, LLC122,113$3.56M3.05%+2,47513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,983$3.55M<0.01%-1,81913F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC117,199$3.41M1.66%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC113,467$3.3M0.24%+3,77013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC112,173$3.27M0.65%+3,25013F-HRTimeline
Navigoe, LLC109,751$3.19M2.77%+14,81013F-HRTimeline
Vestment Financial LLC104,688$3.06M2.19%+8,59613F-HRTimeline
Burk Holdings LLC97,645$2.84M2.15%+27,56313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96,733$2.82M<0.01%+59,69913F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC96,487$2.81M2.1%-19,88413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management95,480$2.78M0.09%+5,06413F-HRTimelineGroup
Gradient Capital Advisors, LLC94,908$2.76M0.9%+4,93013F-HRTimeline
Aerodigm Wealth, LLC94,105$2.74M1.53%-2,73613F-HRTimeline
Vannoy Advisory Group, Inc.92,095$2.68M1.99%+81313F-HRTimeline
Efficient Advisors, LLC91,326$2.66M0.17%-10,14613F-HR/ATimeline
Cambridge Financial Group, LLC86,538$2.52M1.07%+10,25313F-HRTimeline
QUARRY HILL ADVISORS, LLC86,312$2.51M1.63%-1,31113F-HRTimeline
HMV Wealth Advisors, LLC84,598$2.46M1.95%+36,76813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC84,198$2.45M<0.01%+8,71013F-HRTimelineGroup
Foundation Wealth Management, LLC\PA81,705$2.38M1.13%+6,63213F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC81,342$2.37M1.74%new13F-HRTimeline
William Mack & Associates, Inc.80,826$2.35M2.01%+46,88213F-HRTimeline
Aviance Capital Partners, LLC80,791$2.35M0.33%+4413F-HRTimeline
Arax Advisory Partners80,508$2.34M0.15%-73113F-HRTimeline
Golden Bell Financial Planning LLC79,408$2.31M2.25%+4,84613F-HRTimeline
Grunden Financial Advisory, Inc.76,732$2.23M1.09%+1,00313F-HRTimeline
M Holdings Securities, Inc.76,565$2.23M0.37%new13F-HRTimeline
Glass Jacobson Investment Advisors llc81,748$2.17M0.71%013F-HRTimeline
OneDigital Investment Advisors LLC73,347$2.14M0.03%+23,56413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.72,481$2.11M0.89%+3,97813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC71,702$2.09M1.04%+14,36013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.70,534$2.05M0.13%-1,77413F-HRTimelineGroup
Pure Financial Advisors, LLC70,213$2.04M0.04%+8,58513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.69,951$2.04M0.9%+7,95013F-HRTimeline
Mraz, Amerine & Associates, Inc.68,856$2.03M0.35%013F-HR/ATimeline
LPL Financial LLC69,063$2.01M<0.01%-2,08213F-HRTimeline
Parkwoods Wealth Partners, LLC67,095$1.95M1.32%+14,28213F-HRTimeline
XY Planning Network, Inc.67,064$1.95M1.3%-3,07813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS66,900$1.95M1.54%+9,38713F-HRTimeline
Aurelius Family Office LLC64,883$1.89M0.96%-1,51313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC71,030$1.89M1.27%+2,55313F-HRTimeline
Efficient Frontier Advisors LLC64,108$1.87M1.21%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…63,404$1.85M0.44%+2,81913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,041$1.84M0.01%-6,00013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC62,370$1.82M<0.01%+22,86613F-HRTimelineGroup
NWAM LLC61,979$1.8M0.16%-20,59713F-HRTimeline
Strategic Investment Solutions, Inc. /IL61,107$1.78M0.52%+6,30613F-HRTimeline
New England Private Wealth Advisors LLC59,480$1.73M0.27%+6413F-HRTimeline
Waverly Advisors, LLC59,471$1.73M0.02%-10013F-HRTimeline
Avior Wealth Management, LLC58,847$1.71M0.07%+1,43313F-HRTimeline
Corus Family Wealth Advisors56,501$1.65M1.13%+14,60713F-HRTimeline
Blue Trust, Inc.56,384$1.64M0.02%-7,22613F-HRTimeline
Modera Wealth Management, LLC56,201$1.64M0.02%+7,50813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC56,176$1.64M0.83%+4,80413F-HRTimeline
Rialto Wealth Management, LLC55,730$1.62M0.51%+40,25813F-HRTimeline
Burton Enright Welch54,681$1.59M0.32%+2,73113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …53,962$1.57M0.1%-3,90313F-HRTimelineGroup
Prosperity Planning, Inc.52,366$1.52M0.48%-53113F-HRTimeline
Parkworth Wealth Management, Inc.51,092$1.49M1.19%-29513F-HRTimeline
Nalls Sherbakoff Group, LLC50,364$1.47M1.19%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,764$1.45M0.11%+14,01313F-HRTimeline
Visionary Wealth Advisors49,561$1.44M0.09%+3,80913F-HRTimeline
Peirce Capital Management, LLC48,869$1.42M0.7%-4,24413F-HRTimeline
Farther Finance Advisors, LLC48,443$1.41M0.04%+21,90913F-HRTimeline
W.H. Cornerstone Investments Inc.47,866$1.39M0.96%-23213F-HRTimeline
Liberty Capital Management, Inc.47,326$1.38M0.31%+2,10313F-HRTimeline
Hemington Wealth Management47,214$1.37M0.21%-56,25013F-HRTimeline
Longview Financial Advisors, Inc.47,093$1.37M1.18%-65013F-HRTimeline
Clear Creek Financial Management, LLC45,999$1.34M0.14%+62613F-HRTimeline
Matisse Capital44,100$1.28M0.68%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42,767$1.25M0.17%+28713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding41,204$1.2M-317Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO40,930$1.19M0.02%-59,82113F-HRTimeline
RCS Financial Planning, LLC40,899$1.19M0.63%-2,45713F-HRTimeline
BIP Wealth, LLC40,290$1.17M0.08%+16,82613F-HRTimeline
CSS LLC/IL38,941$1.13M0.08%013F-HRTimeline
Legacy Financial Advisors, Inc.37,191$1.08M0.18%+3,60913F-HRTimeline
Janney Montgomery Scott LLC36,719$1.07M<0.01%+4,52013F-HRTimeline
Werba Rubin Papier Wealth Management36,500$1.06M0.23%-95413F-HRTimeline
McGrath & Associates, Inc.36,471$1.06M1.94%+72213F-HRTimeline
OLD MISSION CAPITAL LLC35,913$1.05M0.02%-56,93913F-HRTimeline
Simplicity Wealth,LLC35,295$1.03M0.08%new13F-HRTimeline
Emprise Bank34,779$1.01M0.54%-48713F-HRTimeline
Oceanside Advisors LLC33,981$990K0.72%+1,06213F-HRTimeline
Tortoise Investment Management, LLC32,401$944K0.1%+1,24513F-HR/ATimeline
Altiora Financial Group, LLC32,350$942K0.2%-3,17013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.32,089$934K0.54%-58113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…31,959$931K0.01%+13,62613F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC31,307$912K0.2%+4,76813F-HRTimeline
Two West Capital Advisors LLC30,858$872K0.73%+1,85413F-HRTimeline
Allegiance Financial Group Advisory Ser…29,901$871K0.26%+2113F-HRTimeline
Porter White Investment Advisors, Inc.28,420$828K0.41%-2,54113F-HRTimeline
FINANCIAL COUNSELORS INC28,035$816K0.01%+15,00013F-HRTimeline
Allworth Financial LP26,812$804K<0.01%-2,48513F-HRTimeline
Brady Martz Wealth Solutions, LLC26,932$784K0.18%+20813F-HRTimeline
Shearwater Capital LLC26,153$762K0.54%+1,98713F-HR/ATimeline
Journey Beyond Wealth, LLC25,416$740K0.69%+7,36613F-HRTimeline
Ocean Park Asset Management, LLC25,200$734K0.03%new13F-HRTimeline