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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

346 managers (348 13F filers) reported a position in DISV shares at 2025-06-30, 77,385,769 shares in all. 31 filers opened a position and 12 filers sold out during the quarter.

Managers
346
13F filers
348
New
31
Added
176
Reduced
102
Sold out
12
Shares held by filers
77,385,769

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Focus Partners Wealthgroup of 2 filers holding15,435,630$508M-589,537Timeline
Forum Financial Management, LPin group Forum Financial Management, LP5,899,078$194M2.95%-250,39313F-HRTimelineGroup
MATHER GROUP, LLC.5,844,562$192M2.05%+5,843,27813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,031,995$66.9M1.48%+384,67413F-HRTimeline
Asset Dedication, LLC1,261,123$41.5M3.01%-33,07813F-HRTimeline
HighTower Advisors, LLC1,179,049$38.8M0.05%-58,25113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,082,444$35.6M0.05%+40,52113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,033,796$34M0.06%+81,51813F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC998,879$33.1M3.79%-19,73213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP999,351$32.9M<0.01%+380,81513F-HRTimelineGroup
Evanson Asset Management, LLC987,935$32.5M2.02%+40,28113F-HRTimeline
Premier Financial Group845,687$29M8.05%13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC858,564$28.3M3.48%+98,53713F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC836,684$27.8M7.97%+186,60413F-HRTimeline
Planning Center, Inc.829,989$27.3M3.02%-32,79613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC768,958$25.3M0.18%+155,41313F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.766,388$25.2M0.36%+395,57713F-HRTimeline
NorthCoast Asset Management LLC753,444$24.8M0.11%+51,07613F-HRTimeline
DiNuzzo Private Wealth, Inc.747,645$24.6M2.92%-12,78513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/744,751$24.5M0.01%-66913F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC640,588$21.1M0.74%+78,23813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…625,156$20.8M0.03%+36,05713F-HRTimeline
Integris Wealth Management, LLC613,713$20.2M5.27%+7,33013F-HRTimeline
Creative Planningin group Creative Planning601,117$19.8M0.02%+7,73613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC561,158$18.5M0.03%+255,86913F-HRTimelineGroup
Modera Wealth Management, LLC559,075$18.4M0.23%+502,87413F-HRTimeline
Quantum Financial Advisors, LLC535,870$17.6M2.39%-13,85113F-HRTimeline
Miramar Fiduciary Corp511,178$16.8M13.66%013F-HRTimeline
Index Fund Advisors, Inc.504,587$16.6M0.93%+10,55713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/497,163$16.4M<0.01%+107,14813F-HRTimelineGroup
Rather & Kittrell, Inc.470,827$15.5M3.07%+2,45113F-HRTimeline
Baker Ellis Asset Management LLC470,355$15.5M2.12%+49,21913F-HRTimeline
Sequoia Financial Advisors, LLC453,189$14.9M0.1%+107,26213F-HRTimeline
Financial Harvest, LLC448,041$14.7M11.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC444,894$14.6M<0.01%+26,76413F-HRTimelineGroup
Shakespeare Wealth Management, LLC444,756$14.6M3.9%+2,23713F-HRTimeline
LRI Investments, LLC439,644$14.5M1.23%-5,43713F-HRTimeline
Equita Financial Network, Inc.434,946$14.3M5.69%-30,49613F-HRTimeline
von Borstel & Associates, Inc.420,313$13.9M3.68%-21,04013F-HRTimeline
KEB ASSET MANAGEMENT, LLC410,030$13.5M3.36%-21,80713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC399,331$13.1M0.05%-12,83513F-HRTimelineGroup
AlphaCore Capital LLC395,629$13M0.5%+392,83713F-HRTimeline
Seaside Wealth Management, Inc.371,377$12.2M3.89%+6,71213F-HRTimeline
Hill Investment Group Partners, LLC366,291$12.1M1.57%+21,59613F-HRTimeline
Abacus Wealth Partners, LLC356,500$11.7M1.79%-708,84413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.343,779$11.3M3.92%+43,34613F-HRTimeline
CARDIFF PARK ADVISORS, LLC342,279$11.3M0.97%+9,34313F-HRTimeline
Beacon Pointe Advisors, LLC332,178$10.9M0.11%-10,28413F-HRTimeline
Sensible Money, LLC331,520$10.9M4.14%+89213F-HRTimeline
Krilogy Financial LLC317,437$10.4M0.6%-7,02913F-HRTimeline
NewEdge Advisors, LLC317,056$10.4M0.05%-5,21813F-HRTimeline
Betterment LLC315,470$10.4M0.02%+19,64713F-HRTimeline
United Wealth Management, LLC302,710$9.96M2.89%-3,08613F-HRTimeline
Hassell Wealth Management, LLC288,470$9.87M3.61%+3,62813F-HRTimeline
Sterling Financial Planning, Inc.298,114$9.81M3.28%+8,39713F-HRTimeline
Physician Wealth Solutions Inc.297,355$9.79M4.54%-19,22813F-HRTimeline
Private Wealth Management Group, LLC292,972$9.64M3.2%-19,93213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…289,378$9.52M4.94%-8,82813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV279,263$9.19M0.02%-20,46413F-HRTimeline
Meritas Wealth Management, LLC273,930$9.02M4.95%+8,43413F-HRTimeline
Yardley Wealth Management LLC270,065$8.89M4.86%-8,39613F-HRTimeline
Pacific Sage Partners, LLC264,356$8.7M1.73%-17,83413F-HRTimeline
INTEGRITY ALLIANCE, LLC.256,853$8.45M0.46%-1,79913F-HRTimeline
DRAVO BAY LLC248,662$8.4M4.06%-6,92113F-HRTimeline
Financial Architects, LLC240,475$7.91M4.81%-3,18513F-HRTimeline
SACHEM HILL LLC237,336$7.81M1.59%-23,23113F-HRTimeline
Shotwell Rutter Baer Inc232,506$7.72M5.24%-2,86213F-HRTimeline
CLARIS ADVISORS, LLC / MO /232,316$7.65M2.66%-14,21913F-HRTimeline
PINNEY & SCOFIELD, INC.232,039$7.64M5.17%+91613F-HRTimeline
Quadcap Wealth Management, LLC231,317$7.61M0.97%+12,77213F-HRTimeline
MML INVESTORS SERVICES, LLC230,798$7.6M0.02%+10,92713F-HRTimeline
Greenline Partners, LLC222,934$7.34M0.99%+220,80613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC218,808$7.2M1.85%+19,37513F-HRTimeline
PBMares Wealth Management LLC215,494$7.09M1.3%+17,81113F-HRTimeline
Aerodigm Wealth, LLC214,677$7.07M3.39%+120,57213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC212,291$6.99M0.06%+41,62213F-HRTimelineGroup
Financial Symmetry Inc202,674$6.67M3.44%+7,66013F-HRTimeline
Squire Investment Management Company, L…202,657$6.67M2.46%+41,82113F-HRTimeline
EQ WEALTH ADVISORS, LLC199,945$6.58M4.48%+35,86013F-HRTimeline
Financial Engines Advisors L.L.C.196,747$6.48M0.01%+1,05213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,532$6.27M0.01%+11,89013F-HR/ATimelineGroup
LAM GROUP, INC.188,300$6.2M4.14%-3,24013F-HRTimeline
Advisory Alpha, LLC183,768$6.05M0.19%+12,16113F-HRTimeline
Chicago Partners Investment Group LLC175,535$6.01M0.17%+3,39913F-HRTimeline
William Mack & Associates, Inc.179,718$5.91M3.76%+98,89213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,530$5.91M<0.01%+10,58413F-HRTimelineGroup
Wealth Advisors Northwest LLC177,547$5.84M3.08%-3,95613F-HRTimeline
BetterWealth, LLC175,943$5.79M1.48%-3,75613F-HRTimeline
IFG Advisory, LLC167,389$5.51M0.28%+8,09713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC164,990$5.43M0.01%+10,78913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC161,349$5.31M0.83%-25,96413F-HRTimeline
Astra Wealth Partners LLC158,484$5.22M4.21%+2,98913F-HRTimeline
BWM Planning, LLC145,578$4.79M1.65%+2,64013F-HRTimeline
Longview Financial Advisors LLC144,707$4.76M2.98%-1,82413F-HRTimeline
Yeomans Consulting Group, Inc.141,608$4.66M1.92%+3,89013F-HRTimeline
Mills Wealth Advisors LLC140,262$4.62M2.12%+8,92813F-HRTimeline
Kaufman Rossin Wealth, LLC136,966$4.51M2.85%+5,71513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC136,150$4.48M2.72%+3,67013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135,867$4.47M<0.01%-5,42813F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC135,214$4.45M0.1%-40,09613F-HRTimeline
Avant Financial Advisors LLC133,562$4.4M3.62%+48313F-HRTimeline
Abel Hall, LLC132,743$4.37M2.02%-7,25113F-HRTimeline
Tillman Hartley LLC131,927$4.34M1.23%-7,41413F-HRTimeline
Pure Financial Advisors, LLC130,975$4.31M0.08%+60,76213F-HRTimeline
JDH Wealth Management, LLC130,029$4.28M3.28%+7,91613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.128,323$4.22M1.2%-8,60113F-HRTimeline
KEYVANTAGE WEALTH, LLC128,268$4.22M1.89%+11,06913F-HRTimeline
Clarity Wealth Development LLC124,646$4.1M4.08%+2,41413F-HRTimeline
Willow Creek Wealth Management Inc.124,477$4.1M0.37%-1,93413F-HRTimeline
SAX WEALTH ADVISORS, LLC124,406$4.09M0.25%+10,93913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,984$4.01M<0.01%+113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,455$4M<0.01%+24,72213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC118,780$3.91M<0.01%+34,58213F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC117,140$3.86M0.7%+4,96713F-HRTimeline
Navigoe, LLC116,208$3.82M2.89%+6,45713F-HRTimeline
Ruedi Wealth Management, Inc.112,826$3.71M1.1%-22,42013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC112,421$3.7M2.48%+31,07913F-HRTimeline
Vestment Financial LLC107,034$3.53M2.24%+2,34613F-HRTimeline
Burk Holdings LLC106,817$3.52M2.2%+9,17213F-HRTimeline
Emprise Bank106,693$3.51M1.69%+71,91413F-HRTimeline
HMV Wealth Advisors, LLC101,879$3.35M2.2%+17,28113F-HRTimeline
Foundation Wealth Management, LLC\PA99,425$3.27M1.42%+17,72013F-HRTimeline
Arax Advisory Partners95,919$3.16M0.15%+15,41113F-HRTimeline
Orion Porfolio Solutions, LLC93,976$3.09M0.03%+72,42513F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management93,816$3.09M0.11%-1,66413F-HRTimelineGroup
Gradient Capital Advisors, LLC93,242$3.07M0.91%-1,66613F-HRTimeline
M Holdings Securities, Inc.92,149$3.03M0.52%+15,58413F-HRTimeline
Sterling Wealth Management, Inc.91,246$3M1.02%13F-HRTimeline
Aviance Capital Partners, LLC91,086$3M0.39%+10,29513F-HRTimeline
QUARRY HILL ADVISORS, LLC90,755$2.99M1.74%+4,44313F-HRTimeline
LPL Financial LLC88,897$2.93M<0.01%+19,83413F-HRTimeline
Vannoy Advisory Group, Inc.88,490$2.91M2.01%-3,60513F-HRTimeline
Efficient Advisors, LLC87,864$2.89M0.17%-3,46213F-HRTimeline
Rialto Wealth Management, LLC84,439$2.78M0.78%+28,70913F-HRTimeline
Grunden Financial Advisory, Inc.84,313$2.77M1.23%+7,58113F-HRTimeline
Glass Jacobson Investment Advisors llc83,522$2.75M1.06%+1,77413F-HRTimeline
XY Planning Network, Inc.81,282$2.67M0.91%+14,21813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.79,551$2.62M1.04%+7,07013F-HRTimeline
Golden Bell Financial Planning LLC78,505$2.58M2.43%-90313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC77,327$2.54M1.65%+6,29713F-HRTimeline
Parkwoods Wealth Partners, LLC75,470$2.48M1.43%+8,37513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC74,943$2.47M1.13%+3,24113F-HRTimeline
OneDigital Investment Advisors LLC74,554$2.45M0.03%+1,20713F-HRTimeline
Burton Enright Welch74,229$2.44M0.42%+19,54813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.73,920$2.43M0.95%+3,96913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,743$2.36M0.01%+8,70213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.71,665$2.36M0.15%+1,13113F-HRTimelineGroup
Cambridge Financial Group, LLC71,370$2.35M0.88%-15,16813F-HRTimeline
Brady Martz Wealth Solutions, LLC70,030$2.3M0.45%+43,09813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS68,974$2.27M1.55%+2,07413F-HRTimeline
Simplicity Wealth,LLC68,644$2.26M0.09%+33,34913F-HRTimeline
Mraz, Amerine & Associates, Inc.68,552$2.26M0.36%-30413F-HRTimeline
Efficient Frontier Advisors LLC67,280$2.21M1.41%+3,17213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding67,041$2.21M+25,837Timeline
Farther Finance Advisors, LLC66,788$2.2M0.04%+18,34513F-HRTimeline
Mariner, LLCin group Mariner, LLC66,527$2.19M<0.01%+4,15713F-HRTimelineGroup
Aurelius Family Office LLC64,566$2.12M1%-31713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…62,979$2.07M0.47%-42513F-HRTimeline
New England Private Wealth Advisors LLC60,504$2M0.29%+1,02413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC60,211$1.98M1.36%-36,27613F-HRTimeline
Corus Family Wealth Advisors60,104$1.98M1.4%+3,60313F-HRTimeline
Avior Wealth Management, LLC59,447$1.96M0.07%+60013F-HRTimeline
Blue Trust, Inc.59,143$1.95M0.02%+2,75913F-HRTimeline
Waverly Advisors, LLC58,935$1.94M0.02%-53613F-HRTimeline
Visionary Wealth Advisors57,744$1.9M0.1%+8,18313F-HRTimeline
OLD MISSION CAPITAL LLC57,254$1.88M0.05%+21,34113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC56,240$1.85M0.83%+6413F-HRTimeline
NWAM LLC55,040$1.81M0.11%-6,93913F-HR/ATimeline
Fortitude Family Office, LLC54,456$1.79M0.59%new13F-HRTimeline
Parkworth Wealth Management, Inc.52,946$1.74M1.26%+1,85413F-HRTimeline
BIP Wealth, LLC52,367$1.72M0.11%+12,07713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,365$1.69M<0.01%-607,69113F-HRTimelineGroup
Liberty Capital Management, Inc.51,364$1.69M0.34%+4,03813F-HRTimeline
Nalls Sherbakoff Group, LLC51,246$1.69M1.23%+88213F-HRTimeline
Prosperity Planning, Inc.49,543$1.63M0.47%-2,82313F-HRTimeline
Peirce Capital Management, LLC48,869$1.61M0.71%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,825$1.61M<0.01%new13F-HRTimelineGroup
W.H. Cornerstone Investments Inc.46,736$1.54M0.97%-1,13013F-HRTimeline
Janney Montgomery Scott LLC44,496$1.46M<0.01%+7,77713F-HRTimeline
Clear Creek Financial Management, LLC44,381$1.46M0.14%-1,61813F-HRTimeline
Matisse Capital44,100$1.45M0.69%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC43,296$1.42M0.18%+52913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC43,258$1.42M0.1%-6,50613F-HRTimeline
Longview Financial Advisors, Inc.42,942$1.41M1.2%-4,15113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,261$1.36M0.06%+39,19113F-HRTimelineGroup
CURIO WEALTH, LLC40,381$1.33M0.58%+40,30113F-HRTimeline
Strategic Investment Solutions, Inc. /IL38,942$1.28M0.39%-22,16513F-HRTimeline
Tortoise Investment Management, LLC38,591$1.27M0.12%+6,19013F-HRTimeline
Legacy Financial Advisors, Inc.37,738$1.24M0.19%+54713F-HRTimeline
Werba Rubin Papier Wealth Management36,538$1.2M0.23%+3813F-HRTimeline
McGrath & Associates, Inc.36,385$1.2M1.95%-8613F-HRTimeline
Oceanside Advisors LLC34,278$1.13M0.75%+29713F-HRTimeline
Midwest Trust Co33,915$1.12M0.02%13F-HRTimeline
Hemington Wealth Management32,533$1.07M0.15%-14,68113F-HRTimeline
Altiora Financial Group, LLC32,175$1.06M0.21%-17513F-HRTimeline
EARNED WEALTH ADVISORS, LLC32,134$1.06M0.21%+82713F-HRTimeline
CSS LLC/IL32,041$1.05M0.07%-6,90013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…31,959$1.05M0.01%013F-HRTimelineGroup
Two West Capital Advisors LLC30,834$1.05M0.69%-2413F-HRTimeline
Outbound Financial Inc31,748$1.04M0.95%13F-HRTimeline