Who owns DISV?
Dimensional International Small Cap Value ETF · Dimensional
469 institutions reported holding DISV, worth $3.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DISV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $538.3M | 13,414,075 | −499,375 shares |
| Forum Financial Management, LP | Lombard, IL | $226.5M | 5,642,966 | +37,606 shares |
| Mather Group, LLC. | Chicago, IL | $209.1M | 5,210,680 | −533,356 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $125.2M | 3,118,868 | +233,982 shares |
| Bank of America Corp. | Charlotte, NC | $120.1M | 2,991,895 | +722,218 shares |
| Savant Capital, LLC | Rockford, IL | $109.5M | 2,629,312 | +1,613,397 shares |
| UBS Group AG | Zurich, Switzerland | $99.7M | 2,485,157 | +2,450,942 shares |
| Ritholtz Wealth Management | New York, NY | $95.7M | 2,385,040 | +103,516 shares |
| Cerity Partners LLC | New York, NY | $63.9M | 1,592,790 | +173,472 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $56.7M | 1,413,192 | +715,642 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DISV?
469 institutional managers reported holding DISV in Form 13F filings for June 30, 2026, worth $3.9B in total. The largest reported position was held by Focus Partners Wealth, at $538.3M.
Did institutions buy or sell DISV last quarter?
Reported 13F value rose 13.5% from March 31, 2026, which includes price moves as well as buying and selling. 52 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DISV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.