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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

361 managers (363 13F filers) reported a position in DISV shares at 2025-09-30, 80,192,522 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
361
13F filers
363
New
32
Added
172
Reduced
111
Sold out
14
Shares held by filers
80,192,522

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding15,579,002$556M+143,372Timeline
Forum Financial Management, LPin group Forum Financial Management, LP5,908,751$211M2.89%+9,67313F-HRTimelineGroup
MATHER GROUP, LLC.5,863,971$209M2.11%+19,40913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,107,867$75.2M1.46%+75,87213F-HRTimeline
Asset Dedication, LLC1,252,031$44.7M3%-9,09213F-HRTimeline
HighTower Advisors, LLC1,209,483$43.2M0.05%+30,43413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,201,683$42.9M0.07%+167,88713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,141,238$40.7M0.01%+141,88713F-HRTimelineGroup
Evanson Asset Management, LLC1,097,497$39.2M2.21%+109,56213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC985,187$35.4M3.59%-13,69213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC890,787$31.8M3.22%+32,22313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC860,743$30.8M8.09%+24,05913F-HRTimeline
Creative Planningin group Creative Planning846,703$30.2M0.02%+245,58613F-HRTimelineGroup
Premier Financial Group839,517$29.9M7.99%-6,17013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC834,806$29.8M0.18%+65,84813F-HR/ATimelineGroup
Planning Center, Inc.812,157$29M3.04%-17,83213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/802,782$28.7M0.01%+58,03113F-HRTimelineGroup
NorthCoast Asset Management LLC763,386$27.2M0.11%+9,94213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC718,258$25.6M0.84%+77,67013F-HRTimeline
DiNuzzo Private Wealth, Inc.729,618$25.3M2.87%-18,02713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…627,788$22.5M0.03%+2,63213F-HRTimeline
Integris Wealth Management, LLC624,595$22.3M5.42%+10,88213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/557,993$19.9M<0.01%+60,83013F-HR/ATimelineGroup
Index Fund Advisors, Inc.556,854$19.9M0.96%+52,26713F-HRTimeline
Modera Wealth Management, LLC553,384$19.8M0.23%-5,69113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC513,868$18.3M0.01%+68,97413F-HRTimelineGroup
Baker Ellis Asset Management LLC500,970$17.9M2.2%+30,61513F-HRTimeline
Rather & Kittrell, Inc.499,900$17.8M3.12%+29,07313F-HRTimeline
Miramar Fiduciary Corp487,616$17.4M13.65%-23,56213F-HRTimeline
Quantum Financial Advisors, LLC474,893$16.9M2.07%-60,97713F-HRTimeline
Sequoia Financial Advisors, LLC469,455$16.8M0.1%+16,26613F-HRTimeline
Financial Harvest, LLC460,576$16.4M11.08%+12,53513F-HRTimeline
Equita Financial Network, Inc.445,070$15.9M5.37%+10,12413F-HRTimeline
Shakespeare Wealth Management, LLC442,602$15.8M3.6%-2,15413F-HRTimeline
AFFINITY WEALTH LLC437,472$15.6M11.87%new13F-HRTimeline
LRI Investments, LLC436,602$15.6M1.28%-3,04213F-HRTimeline
von Borstel & Associates, Inc.427,639$15.3M2.35%+7,32613F-HRTimeline
MB Generational Wealth, LLC419,878$15M9.52%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC408,789$14.6M3.27%-1,24113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC405,666$14.5M0.02%-155,49213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.374,731$13.4M0.25%-391,65713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.372,061$13.3M4.2%+28,28213F-HRTimeline
AlphaCore Capital LLC372,056$13.3M0.45%-23,57313F-HRTimeline
Seaside Wealth Management, Inc.368,864$13.2M3.91%-2,51313F-HRTimeline
Hill Investment Group Partners, LLC362,894$13M1.58%-3,39713F-HRTimeline
Beacon Pointe Advisors, LLC359,904$12.8M0.11%+27,72613F-HRTimeline
Ocean Park Asset Management, LLC356,474$12.7M0.52%+331,27413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC356,014$12.7M0.05%-43,31713F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC345,273$12.3M0.95%+2,99413F-HRTimeline
Betterment LLC341,823$12.2M0.02%+26,35313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP341,164$12.2M0.02%-741,28013F-HRTimelineGroup
Sensible Money, LLC325,651$11.6M3.95%-5,86913F-HRTimeline
Krilogy Financial LLC325,969$11.5M0.43%+8,53213F-HRTimeline
Yeomans Consulting Group, Inc.319,094$11.4M3.94%+177,48613F-HRTimeline
United Wealth Management, LLC302,773$10.8M2.94%+6313F-HRTimeline
Sterling Financial Planning, Inc.294,935$10.5M3.32%-3,17913F-HRTimeline
Abacus Wealth Partners, LLC293,711$10.5M1.51%-62,78913F-HRTimeline
Physician Wealth Solutions Inc.292,884$10.5M4.56%-4,47113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…292,001$10.4M5.04%+2,62313F-HRTimeline
SEVEN MILE ADVISORY291,770$10.4M1.68%new13F-HRTimeline
NewEdge Advisors, LLC291,124$10.4M0.05%-25,93213F-HRTimeline
Hassell Wealth Management, LLC289,095$10.3M3.58%+62513F-HRTimeline
Meritas Wealth Management, LLC279,845$9.99M4.95%+5,91513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV275,697$9.84M0.02%-3,56613F-HRTimeline
Private Wealth Management Group, LLC275,618$9.84M2.71%-17,35413F-HRTimeline
DRAVO BAY LLC264,671$9.45M4.17%+16,00913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC254,902$9.1M0.07%+42,61113F-HRTimelineGroup
William Mack & Associates, Inc.254,628$9.09M4.89%+74,91013F-HRTimeline
Pacific Sage Partners, LLC251,199$8.97M1.5%-13,15713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC246,224$8.79M5.27%+133,80313F-HRTimeline
Financial Architects, LLC243,355$8.69M4.94%+2,88013F-HRTimeline
Yardley Wealth Management LLC242,196$8.64M4.83%-27,86913F-HRTimeline
PBMares Wealth Management LLC239,983$8.57M1.39%+24,48913F-HRTimeline
PINNEY & SCOFIELD, INC.235,737$8.41M5.22%+3,69813F-HRTimeline
Quadcap Wealth Management, LLC231,834$8.27M0.98%+51713F-HRTimeline
INTEGRITY ALLIANCE, LLC.230,270$8.22M0.39%-26,58313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.233,666$8.21M0.01%+43,13413F-HRTimelineGroup
Shotwell Rutter Baer Inc226,306$8.13M5.24%-6,20013F-HRTimeline
Greenline Partners, LLC225,334$8.04M0.98%+2,40013F-HRTimeline
SACHEM HILL LLC218,362$7.79M1.56%-18,97413F-HRTimeline
Financial Symmetry Inc217,224$7.74M3.47%+14,55013F-HRTimeline
CLARIS ADVISORS, LLC / MO /232,316$7.65M2.66%013F-HRTimeline
Squire Investment Management Company, L…213,921$7.63M2.49%+11,26413F-HRTimeline
EQ WEALTH ADVISORS, LLC213,492$7.62M5.01%+13,54713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC213,466$7.62M1.83%-5,34213F-HRTimeline
Mach-1 Financial Group, LLC212,553$7.59M1.21%new13F-HRTimeline
Integrity Advisory Solutions, LLC212,553$7.59M1.21%13F-HRTimeline
Aerodigm Wealth, LLC208,591$7.47M3.14%-6,08613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,269$7.04M<0.01%+17,73913F-HRTimelineGroup
Financial Engines Advisors L.L.C.195,445$6.98M0.01%-1,30213F-HRTimeline
Parkwoods Wealth Partners, LLC194,607$6.95M2.37%+119,13713F-HRTimeline
Advisory Alpha, LLC193,858$6.93M0.19%+10,09013F-HRTimeline
LAM GROUP, INC.185,040$6.6M4.09%-3,26013F-HRTimeline
Chicago Partners Investment Group LLC177,481$6.39M0.17%+1,94613F-HRTimeline
Wealth Advisors Northwest LLC171,153$6.11M2.95%-6,39413F-HRTimeline
BetterWealth, LLC169,837$6.06M1.44%-6,10613F-HRTimeline
IFG Advisory, LLC166,336$5.94M0.27%-1,05313F-HRTimeline
Astra Wealth Partners LLC163,689$5.84M4.07%+5,20513F-HR/ATimeline
Longview Financial Advisors LLC160,154$5.72M3.29%+15,44713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC158,348$5.65M0.8%-3,00113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC156,261$5.58M0.01%-8,72913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC156,178$5.57M<0.01%+104,81313F-HRTimelineGroup
BWM Planning, LLC150,436$5.37M1.6%+4,85813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO148,426$5.3M<0.01%+12,55913F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC143,847$5.13M<0.01%+25,06713F-HRTimelineGroup
Mills Wealth Advisors LLC143,076$5.11M2.08%+2,81413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP140,685$5.02M<0.01%+18,70113F-HRTimelineGroup
Abel Hall, LLC138,283$4.94M1.99%+5,54013F-HRTimeline
OLD MISSION CAPITAL LLC136,134$4.86M0.17%+78,88013F-HRTimeline
Clarity Wealth Development LLC130,946$4.72M4.26%+6,30013F-HRTimeline
Avant Financial Advisors LLC132,180$4.72M3.55%-1,38213F-HRTimeline
Pure Financial Advisors, LLC131,591$4.7M0.07%+61613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC131,425$4.69M3.12%-4,72513F-HRTimeline
ShankerValleau Wealth Advisors, Inc.129,057$4.61M1.18%+73413F-HRTimeline
JDH Wealth Management, LLC128,471$4.59M3.25%-1,55813F-HRTimeline
KEYVANTAGE WEALTH, LLC127,114$4.54M1.9%-1,15413F-HRTimeline
SAX WEALTH ADVISORS, LLC127,114$4.54M0.24%+2,70813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…126,993$4.53M<0.01%+5,53813F-HRTimelineGroup
Tillman Hartley LLC126,790$4.53M1.17%-5,13713F-HRTimeline
Willow Creek Wealth Management Inc.123,895$4.42M0.36%-58213F-HRTimeline
Farther Finance Advisors, LLC120,014$4.28M0.06%+53,22613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC119,623$4.27M0.08%-15,59113F-HRTimeline
Navigoe, LLC119,497$4.26M2.72%+3,28913F-HRTimeline
Kaufman Rossin Wealth, LLC118,320$4.22M2.31%-18,64613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC115,965$4.14M0.68%-1,17513F-HRTimeline
My Personal CFO, LLC114,395$4.08M1.58%new13F-HRTimeline
Foundation Wealth Management, LLC\PA114,395$4.08M1.58%+14,97013F-HRTimeline
Burk Holdings LLC110,930$3.96M2.11%+4,11313F-HRTimeline
Ruedi Wealth Management, Inc.110,578$3.95M1.1%-2,24813F-HRTimeline
Vestment Financial LLC107,629$3.85M2.2%+59513F-HRTimeline
LPL Financial LLC107,430$3.83M<0.01%+18,53313F-HRTimeline
Emprise Bank106,677$3.81M1.64%-1613F-HRTimeline
Efficient Advisors, LLC103,089$3.68M0.21%+15,22513F-HRTimeline
Sterling Wealth Management, Inc.102,861$3.67M1.11%+11,61513F-HRTimeline
Orion Porfolio Solutions, LLC101,123$3.61M0.03%+7,14713F-HRTimeline
HMV Wealth Advisors, LLC97,187$3.47M1.91%-4,69213F-HRTimeline
Rialto Wealth Management, LLC95,519$3.41M0.88%+11,08013F-HRTimeline
Aviance Capital Partners, LLC94,299$3.37M0.4%+3,21313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management94,242$3.36M0.11%+42613F-HRTimelineGroup
Gradient Capital Advisors, LLC93,509$3.34M0.89%+26713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…92,630$3.31M<0.01%+43,80513F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC89,539$3.2M1.64%-1,21613F-HRTimeline
Visionary Wealth Advisors88,460$3.16M0.15%+30,71613F-HRTimeline
Grunden Financial Advisory, Inc.88,147$3.15M1.28%+3,83413F-HRTimeline
Vannoy Advisory Group, Inc.85,891$3.07M2%-2,59913F-HRTimeline
Golden Bell Financial Planning LLC82,985$2.96M2.57%+4,48013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.80,748$2.88M1.04%+1,19713F-HRTimeline
OneDigital Investment Advisors LLC80,033$2.86M0.03%+5,47913F-HRTimeline
CWM, LLCin group CWM, LLC79,652$2.84M0.01%+71,88413F-HRTimelineGroup
Avior Wealth Management, LLC79,606$2.84M0.09%+20,15913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC76,931$2.75M1.18%+1,98813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC76,801$2.74M1.65%-52613F-HRTimeline
Glass Jacobson Investment Advisors llc75,928$2.71M0.98%-7,59413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.75,686$2.7M0.97%+1,76613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS75,535$2.7M1.56%+6,56113F-HRTimeline
XY Planning Network, Inc.81,282$2.67M0.91%013F-HRTimeline
BIP Wealth, LLC73,727$2.63M0.13%+21,36013F-HRTimeline
Corus Family Wealth Advisors73,579$2.63M1.93%+13,47513F-HRTimeline
Burton Enright Welch73,412$2.62M0.4%-81713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.70,465$2.51M0.13%-1,20013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC70,056$2.5M0.45%+2613F-HRTimeline
Mraz, Amerine & Associates, Inc.68,552$2.45M0.38%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,387$2.44M0.01%-3,35613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,939$2.41M<0.01%+39,93513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC67,324$2.4M<0.01%+79713F-HRTimelineGroup
Cambridge Financial Group, LLC65,688$2.34M0.75%-5,68213F-HRTimeline
Aurelius Family Office LLC64,566$2.3M1.03%013F-HRTimeline
New England Private Wealth Advisors LLC62,959$2.25M0.3%+2,45513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…62,493$2.23M0.47%-48613F-HRTimeline
MML INVESTORS SERVICES, LLC61,398$2.19M0.01%-169,40013F-HRTimeline
Janney Montgomery Scott LLC59,129$2.11M0.01%+14,63313F-HRTimeline
Waverly Advisors, LLC58,918$2.1M0.02%-1713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC58,805$2.1M0.89%+2,56513F-HRTimeline
Blue Trust, Inc.58,543$2.09M0.02%-60013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding57,919$2.07M-9,122Timeline
Liberty Capital Management, Inc.56,814$2.03M0.38%+5,45013F-HRTimeline
McLean Asset Management Corp53,568$1.93M0.4%new13F-HRTimeline
Nalls Sherbakoff Group, LLC53,313$1.9M1.28%+2,06713F-HRTimeline
NWAM LLC51,564$1.84M0.1%-3,47613F-HR/ATimeline
Fortitude Family Office, LLC51,220$1.83M0.49%-3,23613F-HRTimeline
Prosperity Planning, Inc.48,496$1.73M0.47%-1,04713F-HRTimeline
W.H. Cornerstone Investments Inc.47,977$1.71M1.04%+1,24113F-HRTimeline
Peirce Capital Management, LLC47,050$1.68M0.7%-1,81913F-HRTimeline
Matisse Capital44,100$1.57M0.71%013F-HRTimeline
Clear Creek Financial Management, LLC43,995$1.57M0.14%-38613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC43,296$1.55M0.18%013F-HRTimeline
Longview Financial Advisors, Inc.42,813$1.53M1.09%-12913F-HRTimeline
Strategic Investment Solutions, Inc. /IL41,361$1.48M0.39%+2,41913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC41,058$1.47M0.1%-2,20013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC40,788$1.46M0.96%-19,42313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,557$1.45M0.06%-70413F-HRTimelineGroup
Legacy Financial Advisors, Inc.39,219$1.4M0.19%+1,48113F-HRTimeline
Tortoise Investment Management, LLC38,741$1.38M0.12%+15013F-HRTimeline
CURIO WEALTH, LLC38,050$1.36M0.56%-2,33113F-HRTimeline
Quantinno Capital Management LP37,109$1.32M<0.01%+30,77213F-HRTimeline
Werba Rubin Papier Wealth Management36,987$1.32M0.21%+44913F-HRTimeline
EARNED WEALTH ADVISORS, LLC36,824$1.31M0.22%+4,69013F-HRTimeline
McGrath & Associates, Inc.36,404$1.3M1.93%+1913F-HRTimeline
RAM Investment Partners, LLC35,817$1.28M0.24%+8,68713F-HRTimeline
Midwest Trust Co35,280$1.26M0.02%+1,36513F-HRTimeline