Skip to content
Disclosery

DISV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

423 managers (425 13F filers) reported a position in DISV shares at 2025-12-31, 87,750,412 shares in all. 35 filers opened a position and 16 filers sold out during the quarter.

Managers
423
13F filers
425
New
35
Added
183
Reduced
119
Sold out
16
Shares held by filers
87,750,412

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Focus Partners Wealthgroup of 2 filers holding16,405,194$623M+826,192Timeline
MATHER GROUP, LLC.5,872,164$223M2.3%+8,19313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,821,654$221M2.88%-87,09713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,157,319$82M1.5%+49,45213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,275,292$48.5M0.07%+73,60913F-HRTimelineGroup
Asset Dedication, LLC1,238,418$47.1M3.09%-13,61313F-HRTimeline
HighTower Advisors, LLC1,210,864$46M0.05%+1,38113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,166,843$44.3M0.01%+25,60513F-HRTimelineGroup
Evanson Asset Management, LLC1,142,904$43.4M2.34%+45,40713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,086,838$41.3M0.06%+745,67413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,055,356$40.1M<0.01%+497,36313F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC978,849$37.8M3.58%-6,33813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC984,370$37.4M0.21%+149,56413F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC894,766$34M3.34%+3,97913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.867,166$33.5M4.95%+495,10513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC876,248$33.3M1.05%+157,99013F-HRTimeline
Creative Planningin group Creative Planning869,614$33M0.02%+22,91113F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC827,183$31.7M7.95%-33,56013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/816,988$31M0.01%+14,20613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC773,982$29.4M0.01%+260,11413F-HRTimelineGroup
Premier Financial Group735,070$28M7.3%-104,44713F-HRTimeline
Planning Center, Inc.732,271$27.8M2.84%-79,88613F-HRTimeline
DiNuzzo Private Wealth, Inc.660,239$25.1M2.73%-69,37913F-HRTimeline
Integris Wealth Management, LLC643,572$24.5M5.57%+18,97713F-HRTimeline
Integrated Wealth Concepts LLC635,340$24.1M0.29%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…617,133$23.9M0.03%-10,65513F-HRTimeline
Index Fund Advisors, Inc.582,980$22.2M1.04%+26,12613F-HRTimeline
NorthAvenue LLC544,353$20.7M17.13%13F-HRTimeline
Baker Ellis Asset Management LLC525,147$20M2.4%+24,17713F-HRTimeline
Modera Wealth Management, LLC523,119$19.9M0.23%-30,26513F-HRTimeline
Rather & Kittrell, Inc.510,837$19.4M3.13%+10,93713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC500,000$19M0.02%+94,33413F-HRTimelineGroup
Sequoia Financial Advisors, LLC496,410$18.9M0.11%+26,95513F-HRTimeline
EARNED WEALTH ADVISORS, LLC487,049$18.5M1.31%+450,22513F-HR/ATimeline
Equita Financial Network, Inc.484,115$18.4M5.54%+39,04513F-HRTimeline
Financial Harvest, LLC483,093$18.4M11.33%+22,51713F-HRTimeline
Smartleaf Asset Management LLC480,429$18.3M0.7%new13F-HRTimeline
AFFINITY WEALTH LLC471,060$17.9M12.25%+33,58813F-HRTimeline
Miramar Fiduciary Corp470,135$17.9M13.82%-17,48113F-HRTimeline
Quantum Financial Advisors, LLC465,092$17.7M1.98%-9,80113F-HRTimeline
Shakespeare Wealth Management, LLC443,006$16.8M3.72%+40413F-HRTimeline
MB Generational Wealth, LLC436,199$16.6M8.77%+16,32113F-HRTimeline
von Borstel & Associates, Inc.429,849$16.3M3.83%+2,21013F-HRTimeline
LRI Investments, LLC423,681$16.1M1.3%-12,92113F-HRTimeline
KEB ASSET MANAGEMENT, LLC411,309$15.6M3.17%+2,52013F-HRTimeline
William Mack & Associates, Inc.399,201$15.2M7.14%+144,57313F-HRTimeline
Beacon Pointe Advisors, LLC386,748$14.7M0.1%+26,84413F-HRTimeline
Vestmark Advisory Solutions, Inc.372,406$14.2M0.19%-2,32513F-HRTimeline
Seaside Wealth Management, Inc.364,574$13.9M3.95%-4,29013F-HRTimeline
Betterment LLC361,688$13.7M0.03%+19,86513F-HRTimeline
Hill Investment Group Partners, LLC358,120$13.6M1.62%-4,77413F-HRTimeline
Krilogy Financial LLC324,798$13.2M0.45%-1,17113F-HRTimeline
CARDIFF PARK ADVISORS, LLC345,213$13.1M1.08%-6013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC342,439$13M0.05%-13,57513F-HRTimelineGroup
AlphaCore Capital LLC341,490$13M0.29%-30,56613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC336,978$12.8M0.11%+82,07613F-HRTimelineGroup
Ocean Park Asset Management, LLC330,674$12.6M0.59%-25,80013F-HRTimeline
Guardian Wealth Management, LLC327,128$12.4M3.94%13F-HRTimeline
Sensible Money, LLC316,945$12M3.85%-8,70613F-HRTimeline
United Wealth Management, LLC307,502$11.7M3.02%+4,72913F-HRTimeline
KILNER CAPITAL ADVISORS, LLC299,126$11.4M10.85%13F-HRTimeline
Twin Cities Retirement Group LLC298,061$11.3M10.93%13F-HRTimeline
Sterling Financial Planning, Inc.296,858$11.3M3.4%+1,92313F-HRTimeline
Physician Wealth Solutions Inc.295,443$11.2M4.76%+2,55913F-HRTimeline
SEVEN MILE ADVISORY294,510$11.2M1.92%+2,74013F-HRTimeline
Hassell Wealth Management, LLC275,842$10.9M3.65%-13,25313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…286,798$10.9M5.16%-5,20313F-HRTimeline
Meritas Wealth Management, LLC282,443$10.7M5.16%+2,59813F-HRTimeline
Abacus Wealth Partners, LLC278,344$10.6M1.04%-15,36713F-HRTimeline
DRAVO BAY LLC275,198$10.5M4.35%+10,52713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC264,218$10M5.85%+17,99413F-HRTimeline
Quadcap Wealth Management, LLC261,202$9.93M1.14%+29,36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.254,737$9.68M0.01%+21,07113F-HRTimelineGroup
Pacific Sage Partners, LLC251,923$9.57M1.52%+72413F-HRTimeline
Private Wealth Management Group, LLC250,187$9.51M2.54%-25,43113F-HRTimeline
Financial Architects, LLC247,530$9.41M5.06%+4,17513F-HRTimeline
SB Capital Management Inc246,850$9.38M3.44%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV246,073$9.35M0.01%-29,62413F-HRTimeline
PINNEY & SCOFIELD, INC.245,914$9.34M5.3%+10,17713F-HRTimeline
INTEGRITY ALLIANCE, LLC.241,914$9.19M0.34%+11,64413F-HRTimeline
Parkwoods Wealth Partners, LLC238,950$9.08M2.67%+44,34313F-HRTimeline
Integrity Advisory Solutions, LLC234,274$8.9M1.28%+21,72113F-HRTimeline
Yardley Wealth Management LLC234,001$8.89M4.73%-8,19513F-HRTimeline
Shotwell Rutter Baer Inc228,250$8.85M5.31%+1,94413F-HRTimeline
Greenline Partners, LLC225,334$8.56M0.98%013F-HRTimeline
Financial Symmetry Inc222,789$8.47M3.45%+5,56513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC217,485$8.26M1.9%+4,01913F-HRTimeline
Squire Investment Management Company, L…216,051$8.21M2.48%+2,13013F-HRTimeline
CLARIS ADVISORS, LLC / MO /213,408$8.11M2.47%-18,90813F-HRTimeline
Farther Finance Advisors, LLC212,746$8.08M0.09%+92,73213F-HRTimeline
SACHEM HILL LLC212,640$8.08M1.57%-5,72213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,910$8.05M<0.01%+14,64113F-HRTimelineGroup
NewEdge Advisors, LLC209,712$7.97M0.03%-81,41213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…209,545$7.96M0.01%+208,51513F-HR/ATimelineGroup
EQ WEALTH ADVISORS, LLC202,506$7.7M4.54%-10,98613F-HRTimeline
Advisory Alpha, LLC199,911$7.6M0.21%+6,05313F-HRTimeline
Aerodigm Wealth, LLC199,325$7.57M2.92%-9,26613F-HR/ATimeline
Financial Engines Advisors L.L.C.190,390$7.23M0.01%-5,05513F-HRTimeline
Chicago Partners Investment Group LLC177,933$7.23M0.18%+45213F-HRTimeline
25 LLC183,836$6.99M2.22%+169,54113F-HRTimeline
LAM GROUP, INC.181,650$6.9M3.95%-3,39013F-HRTimeline
Wealth Advisors Northwest LLC179,257$6.81M3.02%+8,10413F-HRTimeline
Astra Wealth Partners LLC174,867$6.64M4.06%+11,17813F-HRTimeline
BetterWealth, LLC167,429$6.36M1.45%-2,40813F-HRTimeline
Vistica Wealth Advisors, LLC164,860$6.26M6.24%13F-HRTimeline
IFG Advisory, LLC163,873$6.23M0.27%-2,46313F-HRTimeline
Longview Financial Advisors LLC158,244$6.01M3.32%-1,91013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC156,681$5.95M0.01%+42013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP156,301$5.94M0.01%+15,61613F-HRTimelineGroup
BWM Planning, LLC150,557$5.72M1.53%+12113F-HRTimeline
Mills Wealth Advisors LLC148,849$5.66M2.23%+5,77313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147,128$5.59M<0.01%-1,29813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC146,601$5.57M0.26%+19,48713F-HRTimeline
Clarity Wealth Development LLC146,020$5.55M4.69%+15,07413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC145,062$5.51M0.71%-13,28613F-HRTimeline
LPL Financial LLC142,382$5.41M<0.01%+34,95213F-HRTimeline
Yeomans Consulting Group, Inc.140,272$5.33M1.56%-178,82213F-HRTimeline
Foundation Wealth Management, LLC\PA139,457$5.3M1.92%+25,06213F-HRTimeline
Abel Hall, LLC137,899$5.24M1.22%-38413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC136,772$5.2M<0.01%-7,07513F-HRTimelineGroup
CWM, LLCin group CWM, LLC135,489$5.15M0.01%+55,83713F-HRTimelineGroup
Avant Financial Advisors LLC133,502$5.07M3.65%+1,32213F-HRTimeline
Pure Financial Advisors, LLC132,482$5.03M0.07%+89113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.130,112$4.94M1.34%+1,05513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…129,255$4.91M<0.01%+2,26213F-HR/ATimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC127,443$4.84M0.76%+11,47813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC127,174$4.83M2.99%-4,25113F-HRTimeline
JDH Wealth Management, LLC125,273$4.76M3.26%-3,19813F-HRTimeline
Burk Holdings LLC123,746$4.7M2.24%+12,81613F-HRTimeline
Navigoe, LLC122,385$4.65M2.87%+2,88813F-HRTimeline
Foundry Financial LLC117,281$4.46M2.34%13F-HRTimeline
Tillman Hartley LLC116,920$4.44M1.12%-9,87013F-HRTimeline
Good Harbor Advisors, Inc.116,834$4.44M5.17%13F-HRTimeline
Visionary Wealth Advisors115,642$4.39M0.2%+27,18213F-HRTimeline
Kaufman Rossin Wealth, LLC114,579$4.35M2.27%-3,74113F-HRTimeline
Efficient Advisors, LLC114,208$4.34M0.25%+11,11913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA113,076$4.3M<0.01%+99,70813F-HRTimelineGroup
Sterling Wealth Management, Inc.111,903$4.25M1.21%+9,04213F-HRTimeline
Vestment Financial LLC108,749$4.24M2.2%+1,12013F-HRTimeline
Ruedi Wealth Management, Inc.109,113$4.15M1.09%-1,46513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,291$4.04M<0.01%+38,35213F-HRTimelineGroup
Emprise Bank105,885$4.02M1.67%-79213F-HRTimeline
OneDigital Investment Advisors LLC105,068$3.99M0.04%+25,03513F-HRTimeline
Rialto Wealth Management, LLC103,550$3.93M0.94%+8,03113F-HRTimeline
BIP Wealth, LLC101,240$3.85M0.14%+27,51313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management97,320$3.7M0.12%+3,07813F-HRTimelineGroup
Orion Porfolio Solutions, LLC96,606$3.67M0.03%-4,51713F-HRTimeline
HMV Wealth Advisors, LLC95,851$3.64M1.82%-1,33613F-HRTimeline
Gradient Capital Advisors, LLC95,579$3.63M0.94%+2,07013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS89,592$3.57M1.81%+14,05713F-HRTimeline
Aviance Capital Partners, LLC93,733$3.56M0.41%-56613F-HRTimeline
M Holdings Securities, Inc.93,449$3.55M0.25%new13F-HRTimeline
Arax Advisory Partners92,837$3.53M0.1%new13F-HRTimeline
Waverly Advisors, LLC92,802$3.53M0.03%+33,88413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC92,630$3.52M1.44%+15,69913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC92,211$3.5M0.07%-27,41213F-HRTimeline
Grunden Financial Advisory, Inc.90,463$3.44M1.34%+2,31613F-HRTimeline
Kane Co Wealth Management, Inc.89,488$3.4M3%13F-HRTimeline
QUARRY HILL ADVISORS, LLC88,979$3.38M1.57%-56013F-HRTimeline
McLean Asset Management Corp82,856$3.26M0.58%+29,28813F-HRTimeline
Golden Bell Financial Planning LLC84,747$3.22M2.68%+1,76213F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.83,718$3.18M1.14%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.83,056$3.16M1.11%+2,30813F-HRTimeline
Mariner, LLCin group Mariner, LLC82,748$3.14M<0.01%+15,42413F-HRTimelineGroup
Vannoy Advisory Group, Inc.82,075$3.12M1.98%-3,81613F-HRTimeline
Avior Wealth Management, LLC80,535$3.06M0.1%+92913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.77,065$2.93M0.99%+1,37913F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC75,831$2.88M1.71%-97013F-HRTimeline
Glass Jacobson Investment Advisors llc75,444$2.87M1.03%-48413F-HRTimeline
Burton Enright Welch72,917$2.77M0.39%-49513F-HRTimeline
Corus Family Wealth Advisors72,191$2.74M2.19%-1,38813F-HRTimeline
E6 Portfolios, LLC71,926$2.73M3.13%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,460$2.68M<0.01%-22,17013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC70,332$2.67M0.47%+27613F-HRTimeline
Janney Montgomery Scott LLC70,286$2.67M0.01%+11,15713F-HRTimeline
Trailhead Planners LLC69,409$2.64M2.59%13F-HRTimeline
Mraz, Amerine & Associates, Inc.68,552$2.6M0.39%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,026$2.51M0.01%-2,36113F-HRTimelineGroup
Aurelius Family Office LLC63,527$2.45M1.05%-1,03913F-HRTimeline
MML INVESTORS SERVICES, LLC63,510$2.41M0.01%+2,11213F-HRTimeline
New England Private Wealth Advisors LLC63,323$2.41M0.3%+36413F-HR/ATimeline
Financially in Tune, LLC61,405$2.33M2.18%13F-HRTimeline
Blue Trust, Inc.60,726$2.31M0.03%+2,18313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC59,629$2.27M0.93%+82413F-HRTimeline
XY Planning Network, Inc.58,971$2.24M0.39%-22,31113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…57,373$2.18M0.45%-5,12013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding57,196$2.17M-723Timeline
COGENT STRATEGIC WEALTH LLC52,787$2.15M2.34%13F-HRTimeline
Cambridge Financial Group, LLC76,307$2.11M0.73%+10,61913F-HRTimeline
Quantinno Capital Management LP54,117$2.06M<0.01%+17,00813F-HRTimeline
Liberty Capital Management, Inc.53,320$2.03M0.38%-3,49413F-HRTimeline
Koenig Investment Advisory, LLC46,667$2.01M1.63%13F-HRTimeline
Ferguson Johnson Wealth Management Inc51,842$1.97M1.64%13F-HRTimeline
W.H. Cornerstone Investments Inc.50,757$1.93M1.16%+2,78013F-HRTimeline
PW ADVISORS, LLC \ FL50,411$1.92M1.54%13F-HRTimeline
Fortitude Family Office, LLC49,983$1.9M0.44%-1,23713F-HRTimeline
RAM Investment Partners, LLC49,843$1.89M0.34%+14,02613F-HRTimeline
NWAM LLC48,179$1.83M0.1%-3,38513F-HRTimeline
Three Arch Wealth Management LLC47,057$1.79M0.34%13F-HRTimeline
Peirce Capital Management, LLC47,050$1.79M0.71%013F-HRTimeline