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Disclosery

DISV DIMENSIONAL ETF TRUST

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SHS (fund)

Filings received so far for Q3 2026: 27 13F filers report a position in DISV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC539,929$23M0.29%+249,37513F-HRTimeline
Farther Finance Advisors, LLC286,150$12.4M0.09%+44,36413F-HRTimeline
Financial Symmetry Inc231,749$10.1M3.21%+16313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC219,690$9.51M1.96%-1,31013F-HRTimeline
Seven Bridges Advisors LLC158,855$6.88M3.11%+98813F-HRTimeline
Emprise Bank111,832$4.84M1.85%-86613F-HRTimeline
RTD Financial Advisors, Inc.73,586$3.19M0.35%+26,51813F-HRTimeline
Koenig Investment Advisory, LLC48,833$2.11M1.55%+38113F-HRTimeline
Cambridge Financial Group, LLC50,664$2.03M0.64%013F-HRTimeline
Factor Wealth Management LTD40,381$1.75M0.27%+3,94613F-HRTimeline
Nautilus Advisors LLC38,171$1.65M1%+1,03013F-HRTimeline
Longview Financial Advisors, Inc.37,460$1.62M0.93%-4,36613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC36,263$1.57M0.1%+3,23613F-HRTimeline
Prosperity Planning, Inc.35,678$1.54M0.34%-41113F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV27,894$1.21M0.73%-22,31113F-HRTimeline
Friday Financial22,079$942K0.19%013F-HRTimeline
CogentBlue Wealth Advisors, LLC19,220$832K0.77%-60113F-HRTimeline
Breakwater Capital Group18,822$815K0.1%+4,22713F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,605$416K0.04%-44613F-HRTimeline
Venture Visionary Partners LLC6,339$274K0.01%-2,62213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,311$273K0.05%+66913F-HRTimeline
Wedmont Private Capital5,381$228K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,154$223K0.06%+2713F-HRTimeline
Versant Capital Management, Inc5,090$220K0.02%+2213F-HRTimeline
Acropolis Investment Management, LLC2,380$103K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC100$4.33K<0.01%013F-HRTimeline
CX Institutional100$4K<0.01%-5013F-HRTimeline