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

DIMENSIONAL ETF TRUST

477 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·477 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$2.1B
47.0% inst. owned
of float
Holders
477
+38 QoQ
filers reporting
Activity
+34 / −87
+898 added · −867 reduced
this quarter
Concentration
25.54%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

477 institutions reported DISV in Q4 2025. Focus Partners Wealth leads at 25.5% of the visible book. +38 net new institutions vs prior quarter — accumulation reading.

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
Merriman Wealth Management, LLC
CIK 0001568389
$236M8.9M9.81%Q4 202403
MATHER GROUP, LLC.
CIK 0001527641
$227M5.7M2.26%Q1 202604
Forum Financial Management, LP
CIK 0001911832
$221M5.6M3.13%Q1 202605
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$114M2.9M1.15%Q1 202606
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$90M2.3M1.56%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$90M2.3M0.01%Q1 202608
Cerity Partners LLC
CIK 0001566475
$56M1.4M0.08%Q1 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
Creative Planning
CIK 0001540235
$35M881K0.02%Q1 2026
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