Dimensional ETF Trust - DISV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$3.314B

QoQ value delta ($000)

+$499.6M (+17.75%)

Implied price effect (QoQ)

+6.65%

Total shares

87,107,202

QoQ shares delta

+8,211,828 (+10.41%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Focus Partners Wealth	523,676	13,780,968	0.6%
MATHER GROUP, LLC.	223,142	5,872,164	2.3%
Forum Financial Management, LP	221,222	5,821,654	2.88%
Focus Partners Advisor Solutions, LLC	99,720	2,624,226	1.22%
RITHOLTZ WEALTH MANAGEMENT	81,978	2,157,319	1.5%
Cerity Partners LLC	48,461	1,275,292	0.07%
Asset Dedication, LLC	47,059	1,238,418	3.09%
HighTower Advisors, LLC	46,012	1,210,864	0.05%
NORTHERN TRUST CORP	44,340	1,166,843	0.01%
Evanson Asset Management, LLC	43,430	1,142,904	2.34%
Corient Private Wealth LLC	41,299	1,086,838	0.06%
BANK OF AMERICA CORP /DE/	40,103	1,055,356	0.0%
JACKSON THORNTON WEALTH MANAGEMENT, LLC	37,842	978,849	3.58%
Savant Capital, LLC	37,406	984,370	0.21%
MONOGRAPH WEALTH ADVISORS, LLC	34,001	894,766	3.34%
Henrickson Nauta Wealth Advisors, Inc.	33,524	867,166	4.95%
EXENCIAL WEALTH ADVISORS, LLC	33,297	876,248	1.05%
Creative Planning	33,045	869,614	0.02%
GREAT OAK CAPITAL PARTNERS, LLC	31,705	827,183	7.95%
BANK OF MONTREAL /CAN/	31,045	816,988	0.01%
ENVESTNET ASSET MANAGEMENT INC	29,411	773,982	0.01%
Premier Financial Group	27,985	735,070	7.3%
Planning Center, Inc.	27,826	732,271	2.84%
DiNuzzo Private Wealth, Inc.	25,089	660,239	2.73%
Integris Wealth Management, LLC	24,455	643,572	5.57%