DISV · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DISV)
Who is buying and selling DISV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 210
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DISV at a glance
- No open-market insider purchases or sales of DISV were filed in the last 90 days.
- 210 13F filers hold DISV among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are NorthAvenue LLC (17.0%), Financial Harvest, LLC (11.5%) and Twin Cities Retirement Group LLC (10.9%). In their latest 13Fs, 1 manager opened a new position and 36 added to one.
- No member of Congress has disclosed a trade in DISV.
DISV insider trading
No open-market insider purchases or sales of DISV were filed in the last 90 days.
Who owns DISV? Hedge funds and superinvestors
210 13F filers hold DISV among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are NorthAvenue LLC (17.0%), Financial Harvest, LLC (11.5%) and Twin Cities Retirement Group LLC (10.9%). In their latest 13Fs, 1 manager opened a new position and 36 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Focus Partners WealthWealth manager | 0.6% | $538.3M | 13,414,075 | -3.6% shares | Q2 2026 |
| Forum Financial Management, LPWealth manager | 3.2% | $244.6M | 5,650,530 | +0.1% shares | Q3 2026 |
| Mather Group, LLC.Wealth manager | 1.8% | $216.2M | 4,994,845 | -4.1% shares | Q3 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 1.1% | $125.2M | 3,118,868 | +8.1% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.3% | $109.5M | 2,629,312 | — | Q2 2026 |
| Ritholtz Wealth ManagementWealth manager | 1.4% | $95.7M | 2,385,040 | +4.5% shares | Q2 2026 |
| Evanson Financial, LLCWealth manager | 2.5% | $50.5M | 1,167,340 | -3.6% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 3.1% | $48.6M | 1,210,491 | -0.9% shares | Q2 2026 |
| Evanson Asset Management, LLCAsset manager | 2.5% | $46.8M | 1,186,477 | +3.8% shares | Q1 2026 |
| Exencial Wealth Advisors, LLCWealth manager | 1.4% | $46.2M | 1,171,519 | +33.7% shares | Q1 2026 |
| Monograph Wealth Advisors, LLCWealth manager | 3.2% | $39.3M | 979,700 | +7.6% shares | Q2 2026 |
| Jackson Thornton Wealth Management, LLCWealth manager | 3.0% | $38.5M | 958,337 | +1.4% shares | Q2 2026 |
| Great Oak Capital Partners, LLCWealth manager | 7.7% | $35.5M | 871,449 | +3.9% shares | Q2 2026 |
| Premier Financial GroupWealth manager | 6.0% | $29.7M | 739,178 | +0.2% shares | Q2 2026 |
| Integris Wealth Management, LLCWealth manager | 5.5% | $28.6M | 660,874 | +5.5% shares | Q3 2026 |
| Planning Center, Inc.Wealth manager | 2.6% | $28.0M | 697,483 | +1.3% shares | Q2 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 2.8% | $28.0M | 645,733 | +0.6% shares | Q3 2026 |
| William Mack & Associates, Inc.Wealth manager | 8.6% | $27.5M | 634,583 | +7.8% shares | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 1.0% | $26.2M | 654,082 | +4.6% shares | Q2 2026 |
| Financial Harvest, LLCWealth manager | 11.5% | $24.4M | 564,504 | +6.3% shares | Q3 2026 |
| NorthAvenue LLCWealth manager | 17.0% | $24.0M | 555,281 | +3.7% shares | Q3 2026 |
| Baker Ellis Asset Management LLCWealth manager | 2.5% | $23.2M | 536,539 | -0.6% shares | Q3 2026 |
| Equita Financial Network, Inc.Wealth manager | 6.2% | $21.9M | 505,289 | +4.5% shares | Q3 2026 |
| Earned Wealth Advisors, LLCWealth manager | 1.4% | $21.7M | 540,473 | +5.0% shares | Q2 2026 |
| Rather & Kittrell, Inc.Wealth manager | 3.0% | $21.6M | 539,288 | +4.6% shares | Q2 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 0.7% | $20.7M | 513,430 | +0.0% shares | Q2 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 1.9% | $19.3M | 482,001 | +5.4% shares | Q2 2026 |
| Shakespeare Wealth Management, LLCWealth manager | 3.7% | $19.2M | 443,002 | +1.4% shares | Q3 2026 |
| Henrickson Nauta Wealth Advisors, Inc.Wealth manager | 4.6% | $18.8M | 468,855 | +3.4% shares | Q2 2026 |
| MB Generational Wealth, LLCWealth manager | 8.7% | $17.8M | 444,342 | +0.8% shares | Q2 2026 |
The 30 largest of 210 positions, by value. Each manager counts with its latest 13F (Q3 2026: 106, Q2 2026: 99, Q1 2026: 5). Screen DISV in the grand portfolio →
DISV stock trades by members of Congress
No member of Congress has disclosed a trade in DISV.
DISV questions and answers
Are insiders buying DISV stock?
No open-market insider purchases or sales of DISV were filed in the last 90 days.
Which hedge funds own DISV?
210 13F filers hold DISV among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are NorthAvenue LLC (17.0%), Financial Harvest, LLC (11.5%) and Twin Cities Retirement Group LLC (10.9%). In their latest 13Fs, 1 manager opened a new position and 36 added to one.
Has Congress traded DISV?
No member of Congress has disclosed a trade in DISV.
Who is the largest holder of DISV?
Among 13F filers, Focus Partners Wealth reports the largest DISV position, $538.3M (13,414,075 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is NorthAvenue LLC's: 17.0% of its portfolio.
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