DIMENSIONAL ETF TRUST

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DISV·25434V781·US·ETF·Unknown - Unknown

DISV (DIMENSIONAL ETF TRUST) is held by 74 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($538.3M), MATHER GROUP, LLC. ($209.1M), BANK OF AMERICA CORP /DE/ ($120.1M). Net institutional sentiment: Mixed.

74

Holders

(13 Elite)

$1.8B

Total Value

66% (71)

Consensus

47 buying - 24 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)75

Activist (13D/13G)76

Congressional (STOCK Act)46

Holder Quality

49

★★★★★

Elite

61

★★★★

Strong

57

★★★

Solid

15

★★

Below

30

★

Weak

Held by 74 funds

13 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DISV.

Top Holders

Top Holders (74)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	13.4M(-3.6%)	$538.3M	0.6%	+58.72%	0
MAMATHER GROUP, LLC.	Decreased	5.2M(-9.3%)	$209.1M	1.8%	+37.54%	0
BANK OF AMERICA CORP /DE/	Increased	3M(+31.8%)	$120.1M	0.0%	+17.56%	38
Savant Capital, LLC	Increased	2.6M(+158.8%)	$109.5M	0.3%	+24.87%	58
UBS Group AG	Increased	2.5M(+7163.4%)	$99.7M	0.0%	+11.20%	48
Cerity Partners LLC	Increased	1.6M(+12.2%)	$63.9M	0.1%	+57.31%	33
IWIntegrated Wealth Concepts LLC	Increased	1.4M(+102.6%)	$56.7M	0.3%	+13.59%	57
NORTHERN TRUST CORP	Increased	1.3M(+10.6%)	$52.9M	0.0%	+44.35%	32
Corient Private Wealth LP	Decreased	1M(-3.2%)	$41.1M	0.1%	+24.67%	0
HighTower Advisors, LLC	Decreased	978,432(-2.5%)	$39.3M	0.0%	+109.43%	0
Creative Planning	Decreased	877,952(-0.4%)	$35.2M	0.0%	+70.68%	0
BANK OF MONTREAL /CAN/	Increased	829,638(+2.8%)	$33.3M	0.0%	+64.71%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	815,545(-10.1%)	$32.7M	0.0%	+39.80%	0
JANE STREET GROUP, LLC	Decreased	786,039(-21.3%)	$31.5M	0.0%	+22.41%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	562,861(-1.4%)	$22.6M	0.0%	+32.66%	0
Sequoia Financial Advisors, LLC	Increased	533,748(+4.6%)	$21.4M	0.1%	+55.04%	36
RAYMOND JAMES FINANCIAL INC	Increased	491,240(+7.7%)	$19.7M	0.0%	+26.15%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	461,410(+11.4%)	$18.9M	0.0%	+74.12%	32
ASSETMARK, INC	Increased	383,077(+501x)	$15.4M	0.0%	+11.23%	45
Pathstone Holdings, LLC	Increased	329,461(+0.1%)	$13.2M	0.0%	+78.80%	28

Showing 1-20 of 76

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DISVDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer