# DIMENSIONAL ETF TRUST (DISV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DISV/

- Reporting holders: 26
- Reported value: $87.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $23.0M | 539,929 | 0.3% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.4M | 286,150 | 0.1% | 16 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $10.1M | 231,749 | 3.2% | 12 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $9.5M | 219,690 | 2.0% | 18 |
| [Seven Bridges Advisors LLC](https://holderbook.com/funds/1632929-seven-bridges-advisors-llc/) | $6.9M | 158,855 | 3.1% | 2 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $4.8M | 111,832 | 1.9% | 11 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $3.2M | 73,586 | 0.3% | 4 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $2.1M | 48,833 | 1.5% | 4 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.0M | 50,664 | 0.6% | 12 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $1.7M | 40,381 | 0.3% | 8 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $1.7M | 38,171 | 1.0% | 6 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $1.6M | 37,460 | 0.9% | 12 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.6M | 36,263 | 0.1% | 3 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $1.5M | 35,678 | 0.3% | 17 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $1.2M | 27,894 | 0.7% | 2 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $941.7K | 22,079 | 0.2% | 6 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $832.0K | 19,220 | 0.8% | 6 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $814.8K | 18,822 | 0.1% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $415.8K | 9,605 | 0.0% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $274.4K | 6,339 | 0.0% | 2 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $273.2K | 6,311 | 0.1% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $228.4K | 5,381 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $223.1K | 5,154 | 0.1% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $220.3K | 5,090 | 0.0% | 14 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $103.0K | 2,380 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 26 | $87.7M |
| Q2 2026 | 473 | $4.2B |
| Q1 2026 | 453 | $3.6B |
| Q4 2025 | 424 | $3.4B |
| Q3 2025 | 362 | $2.9B |
| Q2 2025 | 347 | $2.6B |
| Q1 2025 | 325 | $2.0B |
| Q4 2024 | 314 | $1.9B |
| Q3 2024 | 262 | $1.7B |
| Q2 2024 | 252 | $1.5B |
| Q1 2024 | 236 | $1.4B |
| Q4 2023 | 224 | $1.3B |