13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded Fund
DISV

DIMENSIONAL ETF TRUST

482 institutions still hold DIMENSIONAL ETF TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V781·Exchange Traded Fund·482 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$1.9B
visible holders
Holders
482
filers reporting
Concentration
28.01%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

482 institutions reported DISV in Q4 2025. Focus Partners Wealth leads at 28.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$524M13.8M0.60%Q4 202502
MATHER GROUP, LLC.
CIK 0001527641
$227M5.7M2.26%Q1 202603
Forum Financial Management, LP
CIK 0001911832
$226M5.6M2.91%Q2 202604
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$114M2.9M1.15%Q1 202605
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$90M2.3M1.56%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$90M2.3M0.01%Q1 202607
Cerity Partners LLC
CIK 0001566475
$56M1.4M0.08%Q1 202608
Evanson Financial, LLC
CIK 0002140235
$49M1.2M2.38%Q2 202609
Asset Dedication, LLC
CIK 0001475896
$48M1.2M3.37%Q1 202610
NORTHERN TRUST CORP
CIK 0000073124· Index
$47M1.2M0.01%Q1 202611
Evanson Asset Management, LLC
CIK 0001626379
$47M1.2M2.51%Q1 202612
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$46M1.2M1.44%Q1 202613
Corient Private Wealth LLC
CIK 0001948780
$42M1.1M0.06%Q1 202614
Savant Capital, LLC
CIK 0001482880
$40M1.0M0.19%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$40M1.0M0.04%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$39M999K0.01%Q1 202617
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 0001903880
$39M945K3.50%Q1 202618
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$36M910K3.40%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M907K0.01%Q1 202620
GREAT OAK CAPITAL PARTNERS, LLC
CIK 0002012868
$35M871K7.67%Q2 2026
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