DIMENSIONAL ETF TRUST (DISV)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
456
Reporting holders
$4.0B
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | $538.3M | 13,414,075 | 0.55% | 11q | -3.6%-$20.0M |
| Forum Financial Management, LP | $226.5M | 5,642,966 | 2.91% | 17q | +0.7%+$1.5M |
| MATHER GROUP, LLC. | $209.1M | 5,210,680 | 1.82% | 10q | -9.3%-$21.4M |
| RITHOLTZ WEALTH MANAGEMENT | $191.4M | 4,770,080 | 1.43% | 16q | +109.1%+$99.9M |
| Focus Partners Advisor Solutions, LLC | $125.2M | 3,118,868 | 1.06% | 16q | +8.1%+$9.4M |
| BANK OF AMERICA CORP /DE/ | $120.1M | 2,991,895 | 0.01% | 13q | +31.8%+$29.0M |
| Savant Capital, LLC | $109.5M | 2,629,312 | 0.32% | 15q | +158.8%+$67.2M |
| UBS Group AG | $99.7M | 2,485,157 | 0.01% | 4q | +7163.4%+$98.4M |
| Corient Private Wealth LP | $82.2M | 2,049,374 | 0.05% | 15q | +93.6%+$39.8M |
| Cerity Partners LLC | $63.9M | 1,592,790 | 0.08% | 16q | +12.2%+$7.0M |
| Integrated Wealth Concepts LLC | $56.7M | 1,413,192 | 0.28% | 3q | +102.6%+$28.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $55.6M | 1,386,678 | 0.03% | 12q | +143.0%+$32.7M |
| NORTHERN TRUST CORP | $52.9M | 1,318,379 | 0.01% | 11q | +10.6%+$5.1M |
| Evanson Financial, LLC | $48.6M | 1,210,764 | 2.38% | new | FIRST |
| Asset Dedication, LLC | $48.6M | 1,210,491 | 3.06% | 18q | -0.9%-$422.6K |
| MONOGRAPH WEALTH ADVISORS, LLC | $39.3M | 979,700 | 3.23% | 16q | +7.6%+$2.8M |
| HighTower Advisors, LLC | $39.3M | 978,432 | 0.04% | 17q | -2.5%-$1.0M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $38.5M | 958,337 | 3.04% | 16q | +1.4%+$518.8K |
| GREAT OAK CAPITAL PARTNERS, LLC | $35.5M | 871,449 | 7.67% | 9q | +3.9%+$1.3M |
| Creative Planning | $35.2M | 877,952 | 0.02% | 15q | HELD |
| BANK OF MONTREAL /CAN/ | $33.3M | 829,638 | 0.01% | 17q | +2.8%+$898.6K |
| ENVESTNET ASSET MANAGEMENT INC | $32.7M | 815,545 | 0.01% | 15q | -10.1%-$3.7M |
| JANE STREET GROUP, LLC | $31.5M | 786,039 | 0.00% | 6q | -21.3%-$8.5M |
| Planning Center, Inc. | $28.0M | 697,483 | 2.64% | 15q | +1.3%+$362.2K |
| Index Fund Advisors, Inc. | $26.2M | 654,082 | 1.04% | 15q | +4.6%+$1.2M |
| DiNuzzo Private Wealth, Inc. | $25.8M | 641,920 | 2.55% | 11q | -0.7%-$192.9K |
| Integris Wealth Management, LLC | $25.1M | 626,662 | 5.08% | 12q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $25.0M | 623,920 | 0.06% | 2q | +108.0%+$13.0M |
| William Mack & Associates, Inc. | $23.6M | 588,902 | 8.33% | 7q | +58.0%+$8.7M |
| Modera Wealth Management, LLC | $23.6M | 587,313 | 0.25% | 15q | +11.8%+$2.5M |
| EARNED WEALTH ADVISORS, LLC | $21.7M | 540,473 | 1.40% | 10q | +5.0%+$1.0M |
| Baker Ellis Asset Management LLC | $21.7M | 539,546 | 2.25% | 15q | HELD |
| Rather & Kittrell, Inc. | $21.6M | 539,288 | 3.02% | 17q | +4.6%+$947.9K |
| NorthAvenue LLC | $21.5M | 535,354 | 15.39% | 3q | -1.7%-$379.7K |
| Sequoia Financial Advisors, LLC | $21.4M | 533,748 | 0.11% | 17q | +4.6%+$941.7K |
| Financial Harvest, LLC | $21.3M | 531,085 | 8.81% | 5q | +6.1%+$1.2M |
| Smartleaf Asset Management LLC | $20.7M | 513,430 | 0.67% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $19.7M | 491,240 | 0.01% | 7q | +7.7%+$1.4M |
| Equita Financial Network, Inc. | $19.4M | 483,741 | 5.39% | 12q | +5.2%+$956.1K |
| Quantum Financial Advisors, LLC | $19.3M | 482,001 | 1.91% | 17q | +5.4%+$991.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.9M | 461,410 | 0.03% | 12q | +11.4%+$1.9M |
| Henrickson Nauta Wealth Advisors, Inc. | $18.8M | 468,855 | 4.58% | 17q | +3.4%+$618.3K |
| Beacon Pointe Advisors, LLC | $18.0M | 449,274 | 0.08% | 17q | +18.5%+$2.8M |
| MB Generational Wealth, LLC | $17.8M | 444,342 | 8.75% | 10q | +0.8%+$140.4K |
| Shakespeare Wealth Management, LLC | $17.5M | 436,894 | 4.64% | 8q | +3.3%+$566.3K |
| KEB ASSET MANAGEMENT, LLC | $17.1M | 425,660 | 2.76% | 16q | HELD |
| LRI Investments, LLC | $16.6M | 414,353 | 1.34% | 10q | -1.0%-$169.8K |
| Vestmark Advisory Solutions, Inc. | $15.5M | 386,882 | 0.15% | 14q | HELD |
| ASSETMARK, INC | $15.4M | 383,077 | 0.03% | 2q | +50106.7%+$15.3M |
| Seaside Wealth Management, Inc. | $14.9M | 372,300 | 3.69% | 13q | +0.8%+$125.1K |
| CARDIFF PARK ADVISORS, LLC | $14.8M | 369,260 | 1.15% | 17q | +6.4%+$886.2K |
| Parkwoods Wealth Partners, LLC | $14.8M | 367,558 | 2.37% | 8q | +13.8%+$1.8M |
| Hill Investment Group Partners, LLC | $14.1M | 350,535 | 1.43% | 17q | -1.6%-$225.3K |
| Miramar Fiduciary Corp | $13.6M | 337,798 | 13.40% | 11q | -17.3%-$2.8M |
| Merit Financial Group, LLC | $13.3M | 330,264 | 0.04% | 2q | +146.9%+$7.9M |
| Pathstone Holdings, LLC | $13.2M | 329,461 | 0.04% | 11q | HELD |
| AlphaCore Capital LLC | $12.9M | 321,370 | 0.24% | 6q | -0.9%-$120.4K |
| Sensible Money, LLC | $12.8M | 319,752 | 3.40% | 15q | +2.2%+$274.1K |
| Meritas Wealth Management, LLC | $12.8M | 318,207 | 4.99% | 15q | +9.6%+$1.1M |
| Krilogy Financial LLC | $12.6M | 314,038 | 0.37% | 15q | -4.5%-$588.5K |
| United Wealth Management, LLC | $12.5M | 310,662 | 2.81% | 7q | HELD |
| Guardian Wealth Management, LLC | $12.2M | 303,274 | 3.41% | 3q | -0.9%-$111.8K |
| Sterling Financial Planning, Inc. | $12.2M | 302,926 | 3.31% | 17q | +2.2%+$263.1K |
| Twin Cities Retirement Group LLC | $12.1M | 300,631 | 10.33% | 3q | -2.3%-$288.9K |
| KILNER CAPITAL ADVISORS, LLC | $12.1M | 292,082 | 10.33% | 3q | HELD |
| Apella Capital, LLC | $11.9M | 290,554 | 0.17% | 3q | +4.6%+$522.8K |
| Keyes, Stange & Wooten Wealth Management, LLC | $11.6M | 290,048 | 4.64% | 11q | HELD |
| DRAVO BAY LLC | $11.5M | 285,637 | 3.97% | 8q | +10.5%+$1.1M |
| Quadcap Wealth Management, LLC | $11.4M | 285,217 | 1.11% | 11q | +5.8%+$628.4K |
| Hassell Wealth Management, LLC | $11.2M | 276,356 | 3.44% | 15q | +1.5%+$168.8K |
| OSAIC HOLDINGS, INC. | $11.2M | 279,311 | 0.01% | 17q | +47.6%+$3.6M |
| Physician Wealth Solutions Inc. | $11.1M | 276,090 | 4.20% | 11q | -2.9%-$334.6K |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $10.7M | 266,152 | 2.26% | 2q | +12.5%+$1.2M |
| Pacific Sage Partners, LLC | $10.5M | 261,382 | 1.49% | 11q | +4.1%+$409.4K |
| Integrity Advisory Solutions, LLC | $10.4M | 259,619 | 1.07% | 4q | +7.1%+$693.0K |
| INTEGRITY ALLIANCE, LLC. | $10.3M | 257,883 | 0.32% | 6q | +1.9%+$190.6K |
| Squire Investment Management Company, LLC | $10.2M | 255,262 | 2.47% | 11q | +4.0%+$396.9K |
| Financial Architects, LLC | $9.9M | 247,315 | 4.76% | 11q | +1.4%+$137.4K |
| PINNEY & SCOFIELD, INC. | $9.8M | 245,067 | 4.81% | 7q | HELD |
| Farther Finance Advisors, LLC | $9.7M | 241,786 | 0.08% | 15q | +10.8%+$945.8K |
| Yardley Wealth Management LLC | $9.5M | 236,745 | 4.32% | 8q | +3.9%+$357.7K |
| Financial Symmetry Inc | $9.3M | 231,586 | 3.10% | 11q | HELD |
| Advisory Alpha, LLC | $9.1M | 227,732 | 0.22% | 16q | +6.9%+$590.8K |
| FISCHER INVESTMENT STRATEGIES, LLC | $9.1M | 227,493 | 4.36% | 5q | -13.9%-$1.5M |
| Mariner, LLC | $9.1M | 226,926 | 0.01% | 12q | HELD |
| Greenline Partners, LLC | $9.1M | 226,207 | 0.92% | 9q | HELD |
| Private Wealth Management Group, LLC | $8.9M | 223,006 | 2.08% | 11q | -2.6%-$243.5K |
| FIDUCIARY FINANCIAL ADVISORS | $8.9M | 221,672 | 0.90% | 2q | +201.3%+$5.9M |
| COLLECTIVE FAMILY OFFICE LLC | $8.9M | 221,000 | 1.81% | 17q | +1.6%+$141.0K |
| Shotwell Rutter Baer Inc | $8.7M | 216,654 | 4.77% | 11q | -3.5%-$312.4K |
| SACHEM HILL LLC | $8.4M | 208,314 | 1.49% | 15q | -0.6%-$54.2K |
| 25 LLC | $8.1M | 200,601 | 2.20% | 11q | +3.3%+$259.5K |
| Aerodigm Wealth, LLC | $7.9M | 197,819 | 2.68% | 15q | -0.6%-$51.7K |
| CLARIS ADVISORS, LLC / MO / | $7.9M | 197,686 | 2.07% | 15q | -2.2%-$175.9K |
| Chicago Partners Investment Group LLC | $7.9M | 191,428 | 0.16% | 16q | +7.0%+$518.4K |
| Rockefeller Capital Management L.P. | $7.8M | 195,542 | 0.01% | 4q | -26.1%-$2.8M |
| EQ WEALTH ADVISORS, LLC | $7.7M | 192,541 | 4.25% | 7q | -4.0%-$322.3K |
| Sepio Capital, LP | $7.7M | 191,566 | 0.39% | 2q | +1.5%+$111.1K |
| IFG Advisory, LLC | $7.6M | 190,046 | 0.27% | 10q | +6653.6%+$7.5M |
| Astra Wealth Partners LLC | $7.6M | 188,187 | 4.02% | 7q | +3.2%+$237.3K |
Showing the largest 100 of 470 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 456 | $4.0B | 99,517,158 | 36 | 228 | 96 | 0.0% |
| Q1 2026 | 439 | $3.5B | 88,650,395 | 46 | 175 | 130 | 0.0% |
| Q4 2025 | 413 | $3.3B | 86,718,413 | 33 | 152 | 112 | 0.0% |
| Q3 2025 | 351 | $2.8B | 78,413,547 | 30 | 139 | 100 | 0.0% |
| Q2 2025 | 332 | $2.5B | 75,455,877 | 31 | 158 | 92 | 0.0% |
| Q1 2025 | 309 | $1.9B | 66,608,184 | 27 | 144 | 81 | 0.0% |
| Q4 2024 | 298 | $1.8B | 68,450,843 | 25 | 139 | 52 | 0.0% |
| Q3 2024 | 247 | $1.7B | 57,952,894 | 17 | 128 | 44 | 0.0% |
| Q2 2024 | 236 | $1.5B | 53,843,371 | 21 | 123 | 46 | 0.0% |
| Q1 2024 | 219 | $1.4B | 50,469,423 | 23 | 120 | 38 | 0.0% |
| Q4 2023 | 206 | $1.2B | 46,724,739 | 24 | 100 | 30 | 0.0% |
| Q3 2023 | 166 | $944.8M | 39,684,616 | 15 | 97 | 24 | 0.0% |
| Q2 2023 | 157 | $860.8M | 36,370,385 | 16 | 91 | 26 | 0.0% |
| Q1 2023 | 146 | $688.0M | 28,916,401 | 29 | 81 | 18 | 0.0% |
| Q4 2022 | 116 | $514.4M | 23,140,704 | 34 | 48 | 10 | 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% |