Who Owns DIMENSIONAL ETF TRUST (DISV)? -- Institutional Holders (2026-06-30)
490 institutions reported holding $3.88B of DIMENSIONAL ETF TRUST (DISV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($538.3M), Forum Financial Management, LP ($226.5M), MATHER GROUP, LLC. ($209.1M), Focus Partners Advisor Solutions, LLC ($125.2M), BANK OF AMERICA CORP /DE/ ($120.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $538.3M | 13.4M | Trimmed |
| 2 | Forum Financial Management, LP | $226.5M | 5.6M | Added |
| 3 | MATHER GROUP, LLC. | $209.1M | 5.2M | Trimmed |
| 4 | Focus Partners Advisor Solutions, LLC | $125.2M | 3.1M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $120.1M | 3.0M | Added |
| 6 | Savant Capital, LLC | $109.5M | 2.6M | Added |
| 7 | UBS Group AG | $99.7M | 2.5M | Added |
| 8 | RITHOLTZ WEALTH MANAGEMENT | $95.7M | 2.4M | Added |
| 9 | Cerity Partners LLC | $63.9M | 1.6M | Added |
| 10 | Integrated Wealth Concepts LLC | $56.7M | 1.4M | Added |
| 11 | NORTHERN TRUST CORP | $52.9M | 1.3M | Added |
| 12 | Evanson Financial, LLC | $48.6M | 1.2M | New |
| 13 | Asset Dedication, LLC | $48.6M | 1.2M | Trimmed |
| 14 | Corient Private Wealth LLC | $41.1M | 1.0M | Trimmed |
| 15 | MONOGRAPH WEALTH ADVISORS, LLC | $39.3M | 979,700 | Added |
| 16 | HighTower Advisors, LLC | $39.3M | 978,432 | Trimmed |
| 17 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $38.5M | 958,337 | Added |
| 18 | GREAT OAK CAPITAL PARTNERS, LLC | $35.5M | 871,449 | Added |
| 19 | Creative Planning | $35.2M | 877,952 | Trimmed |
| 20 | BANK OF MONTREAL /CAN/ | $33.3M | 829,638 | Added |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $33.1M | 823,817 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $32.7M | 815,545 | Trimmed |
| 23 | JANE STREET GROUP, LLC | $31.5M | 786,039 | Trimmed |
| 24 | Planning Center, Inc. | $28.0M | 697,483 | Added |
| 25 | Index Fund Advisors, Inc. | $26.2M | 654,082 | Added |
Source: SEC Form 13F filings · as of 2026-06-30