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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

451 managers (456 13F filers) reported a position in DISV shares at 2026-03-31, 90,694,184 shares in all. 48 filers opened a position and 16 filers sold out during the quarter.

Managers
451
13F filers
456
New
48
Added
203
Reduced
143
Sold out
16
Shares held by filers
90,694,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding16,798,336$663M+393,142Timeline
MATHER GROUP, LLC.5,744,036$227M2.26%-128,12813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,605,360$221M3.13%-216,29413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,281,524$90M1.56%+124,20513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,269,677$89.5M0.01%+1,214,32113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,419,318$56M0.08%+144,02613F-HRTimelineGroup
Asset Dedication, LLC1,221,023$48.2M3.37%-17,39513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,191,761$47M0.01%+24,91813F-HRTimelineGroup
Evanson Asset Management, LLC1,186,477$46.8M2.51%+43,57313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,171,519$46.2M1.44%+295,27113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,058,778$41.8M0.06%-28,06013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,015,915$40.1M0.19%+31,54513F-HRTimelineGroup
HighTower Advisors, LLC1,003,422$39.6M0.04%-207,44213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC998,746$39.4M0.04%+498,74613F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC945,408$38.9M3.5%-33,44113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC910,138$35.9M3.4%+15,37213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC906,748$35.8M0.01%+132,76613F-HRTimelineGroup
Creative Planningin group Creative Planning881,278$34.8M0.02%+11,66413F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC838,344$34.6M8.06%+11,16113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/807,245$31.8M0.01%-9,74313F-HRTimelineGroup
Premier Financial Group737,427$29.6M5.04%+2,35713F-HRTimeline
Integrated Wealth Concepts LLC697,550$27.5M0.22%+62,21013F-HRTimeline
Planning Center, Inc.688,458$27.2M2.75%-43,81313F-HRTimeline
DiNuzzo Private Wealth, Inc.646,728$25.5M2.75%-13,51113F-HRTimeline
Integris Wealth Management, LLC629,411$24.8M5.71%-14,16113F-HRTimeline
Index Fund Advisors, Inc.625,098$24.7M1.11%+42,11813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV570,714$22.5M0.03%+324,64113F-HRTimeline
NorthAvenue LLC544,816$21.5M17.08%+46313F-HRTimeline
Baker Ellis Asset Management LLC540,343$21.3M2.53%+15,19613F-HRTimeline
Modera Wealth Management, LLC525,429$20.7M0.25%+2,31013F-HRTimeline
Rather & Kittrell, Inc.515,667$20.3M3.14%+4,83013F-HRTimeline
EARNED WEALTH ADVISORS, LLC514,631$20.3M1.36%+27,58213F-HRTimeline
Sequoia Financial Advisors, LLC510,281$20.1M0.11%+13,87113F-HRTimeline
Financial Harvest, LLC500,358$19.7M11.62%+17,26513F-HRTimeline
Smartleaf Asset Management LLC513,430$19.6M0.71%+33,00113F-HRTimeline
Equita Financial Network, Inc.459,917$18.1M5.7%-24,19813F-HRTimeline
Quantum Financial Advisors, LLC457,286$18M2.02%-7,80613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC456,093$18M0.01%+244,18313F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.453,448$17.9M5.02%-413,71813F-HRTimeline
MB Generational Wealth, LLC440,843$17.4M9.61%+4,64413F-HRTimeline
KEB ASSET MANAGEMENT, LLC426,447$16.8M3.22%+15,13813F-HRTimeline
Shakespeare Wealth Management, LLC422,782$16.7M3.95%-20,22413F-HRTimeline
LRI Investments, LLC418,585$16.5M1.46%-5,09613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…414,158$16.4M0.04%-202,97513F-HRTimeline
Miramar Fiduciary Corp408,578$16.1M13.21%-61,55713F-HRTimeline
von Borstel & Associates, Inc.392,404$15.5M3.54%-37,44513F-HRTimeline
Vestmark Advisory Solutions, Inc.387,116$15.3M0.17%+14,71013F-HRTimeline
Beacon Pointe Advisors, LLC379,022$14.9M0.08%-7,72613F-HRTimeline
Betterment LLC375,997$14.8M0.03%+14,30913F-HRTimeline
William Mack & Associates, Inc.372,761$14.7M8.4%-26,44013F-HRTimeline
Seaside Wealth Management, Inc.369,183$14.6M4.1%+4,60913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC367,941$14.5M0.11%+30,96313F-HRTimelineGroup
Hill Investment Group Partners, LLC356,150$14M1.55%-1,97013F-HRTimeline
CARDIFF PARK ADVISORS, LLC347,176$13.7M1.1%+1,96313F-HRTimeline
Krilogy Financial LLC328,704$13.7M0.44%+3,90613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC328,956$13M0.05%-13,48313F-HRTimelineGroup
AlphaCore Capital LLC324,371$12.8M0.3%-17,11913F-HRTimeline
Parkwoods Wealth Partners, LLC322,872$12.7M3.12%+83,92213F-HRTimeline
Sensible Money, LLC312,922$12.3M3.75%-4,02313F-HRTimeline
United Wealth Management, LLC311,425$12.3M3.05%+3,92313F-HRTimeline
Guardian Wealth Management, LLC306,061$12.2M3.7%-21,06713F-HRTimeline
Twin Cities Retirement Group LLC307,830$12.1M11.1%+9,76913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC300,000$11.8M0.09%new13F-HRTimeline
Sterling Financial Planning, Inc.296,369$11.7M3.47%-48913F-HRTimeline
Apella Capital, LLC277,762$11.6M0.17%+272,34313F-HRTimeline
KILNER CAPITAL ADVISORS, LLC292,506$11.5M11.05%-6,62013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…291,401$11.5M5.13%+4,60313F-HRTimeline
Meritas Wealth Management, LLC290,232$11.4M5.18%+7,78913F-HRTimeline
Physician Wealth Solutions Inc.284,429$11.2M4.64%-11,01413F-HRTimeline
Hassell Wealth Management, LLC272,197$10.7M3.6%-3,64513F-HRTimeline
Quadcap Wealth Management, LLC269,558$10.6M1.21%+8,35613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…264,756$10.4M0.02%+55,21113F-HRTimelineGroup
Abacus Wealth Partners, LLC260,318$10.3M0.94%-18,02613F-HRTimeline
DRAVO BAY LLC258,480$10.2M4.14%-16,71813F-HRTimeline
INTEGRITY ALLIANCE, LLC.253,133$9.98M0.38%+11,21913F-HRTimeline
Pacific Sage Partners, LLC251,179$9.91M1.56%-74413F-HRTimeline
Squire Investment Management Company, L…245,372$9.68M2.69%+29,32113F-HRTimeline
PINNEY & SCOFIELD, INC.244,163$9.63M5.19%-1,75113F-HRTimeline
Financial Architects, LLC243,890$9.62M5.07%-3,64013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC242,563$9.57M5.58%-21,65513F-HRTimeline
Integrity Advisory Solutions, LLC242,349$9.56M1.26%+8,07513F-HRTimeline
Financial Symmetry Inc230,498$9.52M3.38%+7,70913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…236,597$9.33M2.23%new13F-HRTimeline
Private Wealth Management Group, LLC229,074$9.03M2.37%-21,11313F-HRTimeline
Yardley Wealth Management LLC227,832$8.99M4.6%-6,16913F-HRTimeline
Mariner, LLCin group Mariner, LLC227,565$8.98M0.01%+144,81713F-HRTimelineGroup
Greenline Partners, LLC226,509$8.93M0.96%+1,17513F-HRTimeline
Shotwell Rutter Baer Inc224,439$8.85M5.2%-3,81113F-HRTimeline
Farther Finance Advisors, LLC218,217$8.71M0.08%+5,47113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC217,487$8.58M1.93%+213F-HRTimeline
Advisory Alpha, LLC213,010$8.4M0.23%+13,09913F-HRTimeline
SACHEM HILL LLC209,665$8.27M1.6%-2,97513F-HRTimeline
CLARIS ADVISORS, LLC / MO /202,069$7.97M2.39%-11,33913F-HRTimeline
EQ WEALTH ADVISORS, LLC200,572$7.91M4.62%-1,93413F-HRTimeline
Aerodigm Wealth, LLC199,108$7.85M2.96%-21713F-HRTimeline
NewEdge Advisors, LLC195,637$7.72M0.03%-14,07513F-HR/ATimeline
OLD MISSION CAPITAL LLC194,148$7.66M0.18%+167,82313F-HRTimeline
25 LLC194,135$7.66M2.36%+10,29913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189,240$7.47M0.01%-65,49713F-HRTimelineGroup
Sepio Capital, LP188,797$7.45M0.4%new13F-HRTimeline
Chicago Partners Investment Group LLC178,851$7.35M0.16%+91813F-HRTimeline
Astra Wealth Partners LLC182,274$7.19M4.54%+7,40713F-HRTimeline
LAM GROUP, INC.177,950$7.02M3.86%-3,70013F-HRTimeline
Wealth Advisors Northwest LLC175,074$6.9M2.9%-4,18313F-HRTimeline
Financial Engines Advisors L.L.C.172,850$6.82M0.01%-17,54013F-HRTimeline
BetterWealth, LLC165,839$6.54M1.28%-1,59013F-HRTimeline
Longview Financial Advisors LLC159,589$6.29M3.42%+1,34513F-HRTimeline
Vistica Wealth Advisors, LLC157,760$6.22M6.2%-7,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,566$6.06M0.01%-3,11513F-HRTimeline
Mills Wealth Advisors LLC152,746$6.02M2.1%+3,89713F-HRTimeline
Clarity Wealth Development LLC151,141$5.96M4.87%+5,12113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…148,883$5.87M0.06%+138,42213F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT148,144$5.84M1.65%+130,84513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP147,471$5.82M0.01%-8,83013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO149,274$5.71M<0.01%+2,14613F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC144,303$5.69M<0.01%+7,53113F-HRTimelineGroup
Foundation Wealth Management, LLC\PA144,172$5.69M2.01%+4,71513F-HRTimeline
Pure Financial Advisors, LLC143,052$5.64M0.08%+10,57013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC142,121$5.61M0.7%-2,94113F-HRTimeline
SAX WEALTH ADVISORS, LLC145,809$5.54M0.27%-79213F-HRTimeline
BWM Planning, LLC140,432$5.54M1.46%-10,12513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP143,071$5.48M<0.01%+36,78013F-HRTimelineGroup
Foundry Financial LLC137,721$5.43M2.3%+20,44013F-HRTimeline
Abel Hall, LLC137,075$5.41M1.15%-82413F-HRTimeline
LPL Financial LLC136,137$5.37M<0.01%-6,24513F-HRTimeline
Burk Holdings LLC135,611$5.35M2.29%+11,86513F-HRTimeline
Merit Financial Group, LLC133,763$5.28M0.04%new13F-HRTimeline
Avant Financial Advisors LLC132,700$5.23M3.68%-80213F-HRTimeline
ShankerValleau Wealth Advisors, Inc.128,830$5.08M1.43%-1,28213F-HRTimeline
CWM, LLCin group CWM, LLC127,172$5.02M0.01%-8,31713F-HRTimelineGroup
Navigoe, LLC126,924$5M2.96%+4,53913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC125,026$4.93M2.83%-2,14813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC123,883$4.89M0.73%-3,56013F-HRTimeline
UBS Group AGgroup of 2 filers holding121,797$4.8M+121,647Timeline
Visionary Wealth Advisors121,647$4.8M0.21%+6,00513F-HRTimeline
Allworth Financial LP118,910$4.69M0.02%+86,99913F-HRTimeline
JDH Wealth Management, LLC117,458$4.63M3.12%-7,81513F-HRTimeline
Sterling Wealth Management, Inc.117,202$4.62M1.27%+5,29913F-HRTimeline
Good Harbor Advisors, Inc.116,949$4.61M5.04%+11513F-HRTimeline
BIP Wealth, LLC115,218$4.54M0.18%+13,97813F-HRTimeline
Vestment Financial LLC108,482$4.53M2.13%-26713F-HRTimeline
Tillman Hartley LLC113,479$4.48M1.12%-3,44113F-HRTimeline
M Holdings Securities, Inc.105,477$4.43M0.3%+12,02813F-HRTimeline
Emprise Bank111,361$4.39M1.76%+5,47613F-HRTimeline
OneDigital Investment Advisors LLC109,102$4.3M0.04%+4,03413F-HRTimeline
Efficient Advisors, LLC103,718$4.09M0.29%-10,49013F-HRTimeline
Navigate Wealth Management, LLC99,829$4.08M2.86%13F-HRTimeline
HMV Wealth Advisors, LLC102,802$4.05M1.9%+6,95113F-HRTimeline
Kaufman Rossin Wealth, LLC100,903$3.98M2.28%-13,67613F-HRTimeline
Ruedi Wealth Management, Inc.100,898$3.98M1.02%-8,21513F-HRTimeline
Aviance Capital Partners, LLC100,731$3.97M0.47%+6,99813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS98,937$3.9M1.83%+9,34513F-HRTimeline
McLean Asset Management Corp98,529$3.89M0.68%+15,67313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98,492$3.88M0.13%+1,17213F-HRTimelineGroup
Waverly Advisors, LLC96,371$3.8M0.03%+3,56913F-HRTimeline
Arax Advisory Partners94,758$3.74M0.11%+1,92113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC93,654$3.69M1.47%+1,02413F-HRTimeline
QUARRY HILL ADVISORS, LLC86,968$3.65M1.5%-2,01113F-HRTimeline
Gradient Capital Advisors, LLC91,295$3.6M0.93%-4,28413F-HRTimeline
Janney Montgomery Scott LLC89,804$3.54M0.01%+19,51813F-HRTimeline
Golden Bell Financial Planning LLC88,704$3.5M2.79%+3,95713F-HRTimeline
Kane Co Wealth Management, Inc.88,224$3.48M2.93%-1,26413F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.86,589$3.42M1.16%+2,87113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.83,356$3.29M1.12%+30013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding82,980$3.27M+16,954Timeline
Avior Wealth Management, LLC81,037$3.2M0.09%+50213F-HRTimeline
E6 Portfolios, LLC80,373$3.17M3.31%+8,44713F-HRTimeline
Vannoy Advisory Group, Inc.79,534$3.14M1.99%-2,54113F-HRTimeline
Corus Family Wealth Advisors78,449$3.09M2.52%+6,25813F-HRTimeline
Burton Enright Welch76,760$3.03M0.41%+3,84313F-HRTimeline
Glass Jacobson Investment Advisors llc76,571$3.02M1.04%+1,12713F-HRTimeline
Quantinno Capital Management LP75,901$2.99M0.01%+21,78413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC75,657$2.98M0.06%-16,55413F-HRTimeline
MML INVESTORS SERVICES, LLC75,482$2.98M0.01%+11,97213F-HRTimeline
Rialto Wealth Management, LLC74,180$2.93M0.66%-29,37013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS73,563$2.9M2.59%13F-HRTimeline
CSP Financial Group, LLC71,067$2.8M2.87%13F-HRTimeline
Brady Martz Wealth Solutions, LLC70,232$2.77M0.47%-10013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC70,021$2.76M1.65%-5,81013F-HRTimeline
Summit Portfolio Management, LTD.69,797$2.75M1.77%13F-HRTimeline
Orion Porfolio Solutions, LLC69,035$2.72M0.02%-27,57113F-HRTimeline
Mraz, Amerine & Associates, Inc.68,552$2.7M0.4%013F-HRTimeline
Blue Trust, Inc.67,454$2.66M0.03%+6,72813F-HRTimeline
Trailhead Planners LLC67,420$2.66M2.55%-1,98913F-HRTimeline
RAM Investment Partners, LLC66,829$2.64M0.46%+16,98613F-HRTimeline
Financially in Tune, LLC65,929$2.6M2.24%+4,52413F-HRTimeline
XY Planning Network, Inc.63,572$2.54M0.41%+4,60113F-HRTimeline
Aurelius Family Office LLC63,830$2.52M1.09%+30313F-HRTimeline
New England Private Wealth Advisors LLC63,346$2.5M0.29%+2313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,630$2.39M<0.01%new13F-HRTimelineGroup
AA Financial Advisors, LLC59,996$2.37M0.33%new13F-HRTimeline
Cambridge Financial Group, LLC58,607$2.31M0.78%-17,70013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…57,803$2.28M0.47%+43013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC56,679$2.24M0.9%-2,95013F-HRTimeline
COGENT STRATEGIC WEALTH LLC52,420$2.07M2.12%-36713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding52,260$2.06M-4,936Timeline
Fortitude Family Office, LLC49,983$1.97M0.44%013F-HRTimeline
Ferguson Johnson Wealth Management Inc48,500$1.91M1.55%-3,34213F-HRTimeline
Cambridge Investment Research Advisors,…47,863$1.89M<0.01%+2,63513F-HRTimeline
Koenig Investment Advisory, LLC47,717$1.88M1.6%+1,05013F-HRTimeline