DISV — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DISV? 27 Institutions Hold $87.7M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DISV)? 27 institutions reported holding $87.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($23.0M), Farther Finance Advisors, LLC ($12.4M), Financial Symmetry Inc ($10.1M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$23.0M	539,929	Added
2	Farther Finance Advisors, LLC	$12.4M	286,150	Added
3	Financial Symmetry Inc	$10.1M	231,749	Added
4	COLLECTIVE FAMILY OFFICE LLC	$9.5M	219,690	Trimmed
5	Seven Bridges Advisors LLC	$6.9M	158,855	Added
6	Emprise Bank	$4.8M	111,832	Trimmed
7	RTD Financial Advisors, Inc.	$3.2M	73,586	Added
8	Koenig Investment Advisory, LLC	$2.1M	48,833	Added
9	Cambridge Financial Group, LLC	$2.0M	50,664	Hold
10	CLUNE & ASSOCIATES, LTD.	$1.7M	40,381	Added
11	Nautilus Advisors LLC	$1.7M	38,171	Added
12	Longview Financial Advisors, Inc.	$1.6M	37,460	Trimmed
13	TITLEIST ASSET MANAGEMENT, LLC	$1.6M	36,263	Added
14	Prosperity Planning, Inc.	$1.5M	35,678	Trimmed
15	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$1.2M	27,894	Trimmed
16	Friday Financial	$941,669	22,079	Hold
17	CogentBlue Wealth Advisors, LLC	$832,012	19,220	Trimmed
18	Breakwater Capital Group	$814,784	18,822	Added
19	Wealth Enhancement Trust Services, Inc.	$415,800	9,605	Trimmed
20	Venture Visionary Partners LLC	$274,415	6,339	Trimmed
21	BAKER TILLY WEALTH MANAGEMENT, LLC	$273,183	6,311	Added
22	Wedmont Private Capital	$228,424	5,381	New
23	ELEVATION WEALTH PARTNERS, LLC	$223,135	5,154	Added
24	Versant Capital Management, Inc	$220,338	5,090	Added
25	Acropolis Investment Management, LLC	$103,031	2,380	New

Source: SEC Form 13F filings · as of 2026-09-30