DISV: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
474 institutions reported holding $3.83B of Dimensional Etf Trust on Form 13F (456 the quarter before). 39 opened a new position and 21 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 13,414,075 | $538.31M |
| Forum Financial Management, LP | 5,642,966 | $226.45M |
| MATHER GROUP, LLC. | 5,210,680 | $209.10M |
| Focus Partners Advisor Solutions, LLC | 3,118,868 | $125.16M |
| BANK OF AMERICA CORP /DE/ | 2,991,895 | $120.06M |
| Savant Capital, LLC | 2,629,312 | $109.47M |
| UBS Group AG | 2,485,157 | $99.73M |
| RITHOLTZ WEALTH MANAGEMENT | 2,385,040 | $95.71M |
| Cerity Partners LLC | 1,592,790 | $63.92M |
| NORTHERN TRUST CORP | 1,318,379 | $52.91M |
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