DISV — DIMENSIONAL ETF TRUST

Ownership history in Smartleaf Asset Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Smartleaf Asset Management 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
0.7% (2025 Q4)
Avg. % of fund
0.23%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 480,429 +479,287 +41969.1% 0.70% $18.3M $38.00
2025 Q1 REDUCED 1,142 -339 -22.9% 0.00% $34K $28.28
2024 Q4 INITIATED 1,481 — — 0.00% $39K $25.78
% 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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