Who Owns DFA INTL SMALL CAP VALUE ETF (DISV)? -- Institutional Holders (2026-06-30)

493 institutions reported holding $3.89B of DFA INTL SMALL CAP VALUE ETF (DISV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($538.3M), Forum Financial Management, LP ($226.5M), MATHER GROUP, LLC. ($209.1M), Focus Partners Advisor Solutions, LLC ($125.2M), BANK OF AMERICA CORP /DE/ ($120.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Focus Partners Wealth	$538.3M	13.4M	Trimmed
2	Forum Financial Management, LP	$226.5M	5.6M	Added
3	MATHER GROUP, LLC.	$209.1M	5.2M	Trimmed
4	Focus Partners Advisor Solutions, LLC	$125.2M	3.1M	Added
5	BANK OF AMERICA CORP /DE/	$120.1M	3.0M	Added
6	Savant Capital, LLC	$109.5M	2.6M	Added
7	UBS Group AG	$99.7M	2.5M	Added
8	RITHOLTZ WEALTH MANAGEMENT	$95.7M	2.4M	Added
9	Cerity Partners LLC	$63.9M	1.6M	Added
10	NORTHERN TRUST CORP	$52.9M	1.3M	Added
11	Evanson Financial, LLC	$48.6M	1.2M	New
12	Asset Dedication, LLC	$48.6M	1.2M	Trimmed
13	Corient Private Wealth LLC	$40.9M	1.0M	Trimmed
14	MONOGRAPH WEALTH ADVISORS, LLC	$39.3M	979,700	Added
15	HighTower Advisors, LLC	$39.3M	978,432	Trimmed
16	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$38.5M	958,337	Added
17	GREAT OAK CAPITAL PARTNERS, LLC	$35.5M	871,449	Added
18	Creative Planning	$35.2M	877,952	Trimmed
19	Integrated Wealth Concepts LLC	$34.0M	846,710	Added
20	BANK OF MONTREAL /CAN/	$33.3M	829,638	Added
21	MERCER GLOBAL ADVISORS INC /ADV	$33.1M	823,817	Added
22	ENVESTNET ASSET MANAGEMENT INC	$32.7M	815,545	Trimmed
23	JANE STREET GROUP, LLC	$31.5M	786,039	Trimmed
24	Premier Financial Group	$29.7M	739,178	Added
25	Planning Center, Inc.	$28.0M	697,483	Added

Source: SEC Form 13F filings · as of 2026-06-30