DIMENSIONAL ETF TRUST (DISV)
Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.
26
Reporting holders
$87.7M
Reported value
0.0%
Calls
0.0%
Puts
-447
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $23.0M | 539,929 | 0.29% | 4q | +85.8%+$10.6M |
| Farther Finance Advisors, LLC | $12.4M | 286,150 | 0.09% | 16q | +18.3%+$1.9M |
| Financial Symmetry Inc | $10.1M | 231,749 | 3.21% | 12q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $9.5M | 219,690 | 1.96% | 18q | -0.6%-$56.7K |
| Seven Bridges Advisors LLC | $6.9M | 158,855 | 3.11% | 2q | +0.6%+$42.8K |
| Emprise Bank | $4.8M | 111,832 | 1.85% | 11q | -0.8%-$37.5K |
| RTD Financial Advisors, Inc. | $3.2M | 73,586 | 0.35% | 4q | +56.3%+$1.1M |
| Koenig Investment Advisory, LLC | $2.1M | 48,833 | 1.55% | 4q | +0.8%+$16.5K |
| Cambridge Financial Group, LLC | $2.0M | 50,664 | 0.64% | 12q | HELD |
| Factor Wealth Management LTD | $1.7M | 40,381 | 0.27% | 8q | +10.8%+$170.8K |
| Nautilus Advisors LLC | $1.7M | 38,171 | 1.00% | 6q | +2.8%+$44.6K |
| Longview Financial Advisors, Inc. | $1.6M | 37,460 | 0.93% | 12q | -10.4%-$189.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.6M | 36,263 | 0.10% | 3q | +9.8%+$140.1K |
| Prosperity Planning, Inc. | $1.5M | 35,678 | 0.34% | 17q | -1.1%-$17.8K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.2M | 27,894 | 0.73% | 2q | -44.4%-$965.9K |
| Friday Financial | $941.7K | 22,079 | 0.19% | 6q | HELD |
| CogentBlue Wealth Advisors, LLC | $832.0K | 19,220 | 0.77% | 6q | -3.0%-$26.0K |
| Breakwater Capital Group | $814.8K | 18,822 | 0.10% | 7q | +29.0%+$183.0K |
| Wealth Enhancement Trust Services, Inc. | $415.8K | 9,605 | 0.04% | 4q | -51.6%-$444.2K |
| Venture Visionary Partners LLC | $274.4K | 6,339 | 0.01% | 2q | -29.3%-$113.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $273.2K | 6,311 | 0.05% | 2q | +11.9%+$29.0K |
| Wedmont Private Capital | $228.4K | 5,381 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $223.1K | 5,154 | 0.06% | 5q | +0.5%+$1.2K |
| Versant Capital Management, Inc | $220.3K | 5,090 | 0.02% | 14q | HELD |
| Acropolis Investment Management, LLC | $103.0K | 2,380 | 0.00% | 3q | -9.0%-$10.2K |
| GILPIN WEALTH MANAGEMENT, LLC | $4.3K | 100 | 0.00% | 3q | HELD |
| CX Institutional | $4 | 100 | 0.00% | 2q | -33.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 26 | $87.7M | 2,037,616 | 1 | 11 | 9 | 0.0% |
| Q2 2026 | 473 | $4.2B | 103,714,720 | 39 | 239 | 97 | 0.0% |
| Q1 2026 | 453 | $3.6B | 90,244,151 | 49 | 181 | 133 | 0.0% |
| Q4 2025 | 424 | $3.4B | 88,366,190 | 35 | 159 | 112 | 0.0% |
| Q3 2025 | 362 | $2.9B | 79,903,476 | 31 | 146 | 102 | 0.0% |
| Q2 2025 | 347 | $2.6B | 77,412,306 | 32 | 167 | 96 | 0.0% |
| Q1 2025 | 325 | $2.0B | 68,528,137 | 28 | 153 | 85 | 0.0% |
| Q4 2024 | 314 | $1.9B | 69,980,471 | 27 | 147 | 54 | 0.0% |
| Q3 2024 | 262 | $1.7B | 59,489,530 | 17 | 136 | 46 | 0.0% |
| Q2 2024 | 252 | $1.5B | 55,105,676 | 23 | 135 | 46 | 0.0% |
| Q1 2024 | 236 | $1.4B | 52,829,001 | 25 | 127 | 42 | 0.0% |
| Q4 2023 | 224 | $1.3B | 49,263,596 | 28 | 108 | 33 | 0.0% |
| Q3 2023 | 184 | $1.0B | 42,201,449 | 21 | 107 | 24 | 0.0% |
| Q2 2023 | 168 | $900.7M | 38,055,105 | 19 | 97 | 27 | 0.0% |
| Q1 2023 | 156 | $734.2M | 30,859,043 | 31 | 88 | 18 | 0.0% |
| Q4 2022 | 133 | $561.6M | 25,266,735 | 43 | 53 | 13 | 0.0% |
| Q3 2022 | 74 | $295.5M | 15,874,667 | 27 | 39 | 5 | 0.0% |
| Q2 2022 | 51 | $196.2M | 9,315,437 | 45 | 4 | 0 | 0.0% |
| Q1 2022 | 7 | $16.4M | 665,953 | 7 | 0 | 0 | 0.0% |