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Who holds DISV

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Focus Partners Wealth13.4M$538.3M0.6%
Forum Financial Management, LP5.6M$226.5M2.9%
MATHER GROUP, LLC.5.2M$209.1M1.8%
Focus Partners Advisor Solutions, LLC3.1M$125.2M1.1%
BANK OF AMERICA CORP /DE/3.0M$120.1M0.0%
Savant Capital, LLC2.6M$109.5M0.3%
UBS Group AG2.5M$99.7M0.0%
RITHOLTZ WEALTH MANAGEMENT2.4M$95.7M1.4%
Cerity Partners LLC1.6M$63.9M0.1%
NORTHERN TRUST CORP1.3M$52.9M0.0%
Evanson Financial, LLC1.2M$48.6M2.4%
Asset Dedication, LLC1.2M$48.6M3.1%
Corient Private Wealth LP1.0M$40.9M0.1%
MONOGRAPH WEALTH ADVISORS, LLC979.7K$39.3M3.2%
JACKSON THORNTON WEALTH MANAGEMENT, LLC958.3K$38.5M3.0%
GREAT OAK CAPITAL PARTNERS, LLC871.4K$35.5M7.7%
Creative Planning878.0K$35.2M0.0%
Integrated Wealth Concepts LLC846.7K$34.0M0.2%
BANK OF MONTREAL /CAN/829.6K$33.3M0.0%
MERCER GLOBAL ADVISORS INC /ADV823.8K$33.1M0.0%
ENVESTNET ASSET MANAGEMENT INC815.5K$32.7M0.0%
JANE STREET GROUP, LLC786.0K$31.5M0.0%
Premier Financial Group739.2K$29.7M6.0%
Planning Center, Inc.697.5K$28.0M2.6%
Index Fund Advisors, Inc.654.1K$26.2M1.0%
DiNuzzo Private Wealth, Inc.641.9K$25.8M2.5%
Integris Wealth Management, LLC626.7K$25.1M5.1%
William Mack & Associates, Inc.588.9K$23.6M8.3%
Modera Wealth Management, LLC587.3K$23.6M0.3%
EARNED WEALTH ADVISORS, LLC540.5K$21.7M1.4%
Baker Ellis Asset Management LLC539.5K$21.7M2.2%
Rather & Kittrell, Inc.539.3K$21.6M3.0%
NorthAvenue LLC535.4K$21.5M15.4%
Sequoia Financial Advisors, LLC533.7K$21.4M0.1%
Financial Harvest, LLC531.1K$21.3M8.8%
Smartleaf Asset Management LLC513.4K$20.7M0.7%
RAYMOND JAMES FINANCIAL INC491.2K$19.7M0.0%
Equita Financial Network, Inc.483.7K$19.4M5.4%
Quantum Financial Advisors, LLC482.0K$19.3M1.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC461.4K$18.9M0.0%
Henrickson Nauta Wealth Advisors, Inc.468.9K$18.8M4.6%
Beacon Pointe Advisors, LLC449.3K$18.0M0.1%
MB Generational Wealth, LLC444.3K$17.8M8.7%
Shakespeare Wealth Management, LLC436.9K$17.5M4.6%
KEB ASSET MANAGEMENT, LLC425.7K$17.1M2.8%
LRI Investments, LLC414.4K$16.6M1.3%
von Borstel & Associates, Inc.410.9K$16.5M3.4%
Betterment LLC403.5K$16.2M0.0%
Vestmark Advisory Solutions, Inc.386.9K$15.5M0.1%
ASSETMARK, INC383.1K$15.4M0.0%
Seaside Wealth Management, Inc.372.3K$14.9M3.7%
CARDIFF PARK ADVISORS, LLC369.3K$14.8M1.1%
Parkwoods Wealth Partners, LLC367.6K$14.8M2.4%
Vermillion Wealth Management, Inc.353$14.2M0.0%
Hill Investment Group Partners, LLC350.5K$14.1M1.4%
Miramar Fiduciary Corp337.8K$13.6M13.4%
PARK AVENUE SECURITIES LLC335.6K$13.5M0.1%
Pathstone Holdings, LLC329.5K$13.2M0.0%
AlphaCore Capital LLC321.4K$12.9M0.2%
Sensible Money, LLC319.8K$12.8M3.4%
Top Fund Holdings
13F
Top Fund Holdings

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