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DISVDISV
Showing 8 of 11 quarters

Position history for FWFocus Partners Wealth's holdings in DIMENSIONAL ETF TRUST

Yes. Focus Partners Wealth holds 13,414,075 shares of DISV, worth $538.3M, as of its Q2 2026 13F filing. It reduced the position by 499,375 shares (-3.6%) from Q1 2026. Focus Partners Wealth has held DISV in every 13F on record since Q4 2023, 11 quarterly filings. DISV is 0.6% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$538.3M

Current Shares

13.4M

Total Value Change

+$433.2M

Total Shares Change

+9.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13.4M
-3.6%
$538.3M0.6%$39.88
0
2026-Q1
Increased
13.9M
+1.0%
$548.7M0.6%$38.63
45
2025-Q4
Increased
13.8M
+3.5%
$523.7M0.6%$37.21
46
2025-Q3
Increased
13.3M
+3.1%
$475.3M0.8%$34.72
45
2025-Q2
Decreased
12.9M
-5.7%
$425M0.9%$31.86
0
2025-Q1
Increased
13.7M
+215.3%
$398.8M1.0%$27.69
71
2024-Q4
Increased
4.3M
+20.1%
$115.4M0.3%$25.24
43
2024-Q3
Increased
3.6M
+314x
$105.1M0.3%$27.44
58

Other major holders of DISV: DIMENSIONAL FUND ADVISORS LP, MATHER GROUP, LLC.

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