Who Owns DIMENSIONAL ETF TRUST (DISV)? -- Institutional Holders (2026-03-31)
465 institutions reported holding $3.56B of DIMENSIONAL ETF TRUST (DISV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($548.7M), MATHER GROUP, LLC. ($226.5M), Forum Financial Management, LP ($221.1M), Focus Partners Advisor Solutions, LLC ($113.8M), RITHOLTZ WEALTH MANAGEMENT ($90.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $548.7M | 13.9M | Added |
| 2 | MATHER GROUP, LLC. | $226.5M | 5.7M | Trimmed |
| 3 | Forum Financial Management, LP | $221.1M | 5.6M | Trimmed |
| 4 | Focus Partners Advisor Solutions, LLC | $113.8M | 2.9M | Added |
| 5 | RITHOLTZ WEALTH MANAGEMENT | $90.0M | 2.3M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $89.5M | 2.3M | Added |
| 7 | Cerity Partners LLC | $56.0M | 1.4M | Added |
| 8 | Asset Dedication, LLC | $48.2M | 1.2M | Trimmed |
| 9 | NORTHERN TRUST CORP | $47.0M | 1.2M | Added |
| 10 | Evanson Asset Management, LLC | $46.8M | 1.2M | Added |
| 11 | EXENCIAL WEALTH ADVISORS, LLC | $46.2M | 1.2M | Added |
| 12 | Corient Private Wealth LLC | $41.8M | 1.1M | Trimmed |
| 13 | Savant Capital, LLC | $40.1M | 1.0M | Added |
| 14 | HighTower Advisors, LLC | $39.6M | 1.0M | Trimmed |
| 15 | JANE STREET GROUP, LLC | $39.4M | 998,746 | Added |
| 16 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $38.9M | 945,408 | Trimmed |
| 17 | MONOGRAPH WEALTH ADVISORS, LLC | $35.9M | 910,138 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $35.8M | 906,748 | Added |
| 19 | Creative Planning | $34.8M | 881,278 | Added |
| 20 | GREAT OAK CAPITAL PARTNERS, LLC | $34.6M | 838,344 | Added |
| 21 | BANK OF MONTREAL /CAN/ | $31.8M | 807,245 | Trimmed |
| 22 | Premier Financial Group | $29.6M | 737,427 | Added |
| 23 | Integrated Wealth Concepts LLC | $27.5M | 697,550 | Added |
| 24 | Planning Center, Inc. | $27.2M | 688,458 | Trimmed |
| 25 | DiNuzzo Private Wealth, Inc. | $25.5M | 646,728 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31