DISV — DIMENSIONAL ETF TRUST

Ownership history in MATHER GROUP, LLC.  ·  8 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, 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
2.3% (2025 Q4)
Avg. % of fund
0.81%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,872,164 +8,193 +0.1% 2.30% $223.1M $38.00
2025 Q3 ADDED 5,863,971 +19,409 +0.3% 2.11% $209.3M $35.46
2025 Q2 ADDED 5,844,562 +5,843,278 +455084.0% 2.05% $192.3M $32.54
2025 Q1 UNCHANGED 1,284 — 0% 0.00% $37K $28.28
4 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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