DISV — DIMENSIONAL ETF TRUST

Ownership history in 25 LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which 25 LLC reported a position in DIMENSIONAL ETF TRUST (DISV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.22% (2025 Q4)
Avg. % of fund
0.32%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 183,836 +169,541 +1186.0% 2.22% $7.0M $38.00
2025 Q3 REDUCED 14,295 -464 -3.1% 0.17% $510K $35.46
2025 Q2 ADDED 14,759 +12 +0.1% 0.18% $486K $32.54
2025 Q1 REDUCED 14,747 -245 -1.6% 0.18% $429K $28.28
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DISV price (monthly, adj. close)

Other funds also holding DISV

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 13.82% MB Generational Wealth, LLC 8.77% GREAT OAK CAPITAL PARTNERS, LLC 7.95% FISCHER INVESTMENT STRATEGIES, LLC 5.85% Integris Wealth Management, LLC 3Y 5.57% Equita Financial Network, Inc. 5.54% Shotwell Rutter Baer Inc 5.31% Keyes, Stange & Wooten Wealth Management, LLC 5.16% Meritas Wealth Management, LLC 5.16% Financial Architects, LLC 5.06%
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