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On this page, we present all of the funds holding DISV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DISV, with a link to that fund's top holdings. The next columns
indicate the amount of DISV stock held by each of the funds holding DISV, followed by the DISV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 221 funds holding DISV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Merriman Wealth Management LLC. For more details on the positions held by Merriman Wealth Management LLC
(or by any of the other funds holding DISV), click the fund name in the "Holder" column of the funds-holding-DISV table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Merriman Wealth Management LLC | 7,770,241 | $200,356 | 12/31/2023 | | DISV | 7,770,241 | $200,356 | 12/31/2023 | | Forum Financial Management LP | 6,621,270 | $170,729 | 12/31/2023 | | DISV | 6,621,270 | $170,729 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 2,109,574 | $54,395 | 12/31/2023 | | DISV | 2,109,574 | $54,395 | 12/31/2023 | | Jane Street Group LLC | 1,719,674 | $44,342 | 12/31/2023 | | DISV | 1,719,674 | $44,342 | 12/31/2023 | | Ritholtz Wealth Management | 1,293,654 | $35,174 | 03/31/2024 | | DISV | 1,293,654 | $35,174 | 03/31/2024 | | HighTower Advisors LLC | 1,208,460 | $31,145 | 12/31/2023 | | DISV | 1,208,460 | $31,145 | 12/31/2023 | | Asset Dedication LLC | 1,068,265 | $29,054 | 03/31/2024 | | DISV | 1,068,265 | $29,054 | 03/31/2024 | | CI Private Wealth LLC | 955,732 | $24,644 | 12/31/2023 | | DISV | 955,732 | $24,644 | 12/31/2023 | | Evanson Asset Management LLC | 845,459 | $22,988 | 03/31/2024 | | DISV | 845,459 | $22,988 | 03/31/2024 | | Planning Center Inc. | 808,480 | $21,983 | 03/31/2024 | | DISV | 808,480 | $21,983 | 03/31/2024 | | DiNuzzo Private Wealth Inc. | 766,625 | $19,767 | 12/31/2023 | | DISV | 766,625 | $19,767 | 12/31/2023 | | Abacus Wealth Partners LLC | 713,219 | $19,392 | 03/31/2024 | | DISV | 713,219 | $19,392 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 648,697 | $17,638 | 03/31/2024 | | DISV | 648,697 | $17,638 | 03/31/2024 | | Cerity Partners LLC | 645,317 | $16,640 | 12/31/2023 | | DISV | 645,317 | $16,640 | 12/31/2023 | | Miramar Fiduciary Corp | 635,707 | $16,392 | 12/31/2023 | | DISV | 635,707 | $16,392 | 12/31/2023 | | Buckingham Strategic Partners | 621,291 | $16,020 | 12/31/2023 | | DISV | 621,291 | $16,020 | 12/31/2023 | | Monograph Wealth Advisors LLC | 591,365 | $15,248 | 12/31/2023 | | DISV | 591,365 | $15,248 | 12/31/2023 | | Bank of Montreal Can | 531,711 | $13,723 | 12/31/2023 | | DISV | 531,711 | $13,723 | 12/31/2023 | | Creative Planning | 524,407 | $13,522 | 12/31/2023 | | DISV | 524,407 | $13,522 | 12/31/2023 | | Integris Wealth Management LLC | 522,970 | $13,485 | 12/31/2023 | | DISV | 522,970 | $13,485 | 12/31/2023 | | Relative Value Partners Group LLC | 478,628 | $12,341 | 12/31/2023 | | DISV | 478,628 | $12,341 | 12/31/2023 | | Private Wealth Management Group LLC | 447,220 | $12,160 | 03/31/2024 | | DISV | 447,220 | $12,160 | 03/31/2024 | | Callan Capital LLC | 450,535 | $11,617 | 12/31/2023 | | DISV | 450,535 | $11,617 | 12/31/2023 | | Savant Capital LLC | 426,355 | $10,994 | 12/31/2023 | | DISV | 426,355 | $10,994 | 12/31/2023 | | M Holdings Securities Inc. | 423,726 | $10,926 | 12/31/2023 | | DISV | 423,726 | $10,926 | 12/31/2023 | | MB Generational Wealth LLC | 408,150 | $10,524 | 12/31/2023 | | DISV | 408,150 | $10,524 | 12/31/2023 | | Quantum Financial Advisors LLC | 384,061 | $10,443 | 03/31/2024 | | DISV | 384,061 | $10,443 | 03/31/2024 | | Hill Investment Group Partners LLC | 400,486 | $10,327 | 12/31/2023 | | DISV | 400,486 | $10,327 | 12/31/2023 | | BKD Wealth Advisors LLC | 359,119 | $9,764 | 03/31/2024 | | DISV | 359,119 | $9,764 | 03/31/2024 | | Jackson Thornton Asset Management LLC | 371,018 | $9,567 | 12/31/2023 | | DISV | 371,018 | $9,567 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 358,206 | $9,236 | 12/31/2023 | | DISV | 358,206 | $9,236 | 12/31/2023 | | Keb Asset Management LLC | 328,157 | $8,923 | 03/31/2024 | | DISV | 328,157 | $8,923 | 03/31/2024 | | Baker Ellis Asset Management LLC | 326,373 | $8,874 | 03/31/2024 | | DISV | 326,373 | $8,874 | 03/31/2024 | | Bridgeworth LLC | 340,592 | $8,782 | 12/31/2023 | | DISV | 340,592 | $8,782 | 12/31/2023 | | Rather & Kittrell Inc. | 313,608 | $8,527 | 03/31/2024 | | DISV | 313,608 | $8,527 | 03/31/2024 | | Seaside Wealth Management Inc. | 304,855 | $8,289 | 03/31/2024 | | DISV | 304,855 | $8,289 | 03/31/2024 | | Beacon Pointe Advisors LLC | 296,827 | $7,654 | 12/31/2023 | | DISV | 296,827 | $7,654 | 12/31/2023 | | Exencial Wealth Advisors LLC | 289,940 | $7,476 | 12/31/2023 | | DISV | 289,940 | $7,476 | 12/31/2023 | | Pathstone Holdings LLC | 275,854 | $7,113 | 12/31/2023 | | DISV | 275,854 | $7,113 | 12/31/2023 | | Krilogy Financial LLC | 254,667 | $6,924 | 03/31/2024 | | DISV | 254,667 | $6,924 | 03/31/2024 | | Vestmark Advisory Solutions Inc. | 263,218 | $6,787 | 12/31/2023 | | DISV | 263,218 | $6,787 | 12/31/2023 | | Keyes Stange & Wooten Wealth Management LLC | 262,114 | $6,759 | 12/31/2023 | | DISV | 262,114 | $6,759 | 12/31/2023 | | Index Fund Advisors Inc. | 257,644 | $6,643 | 12/31/2023 | | DISV | 257,644 | $6,643 | 12/31/2023 | | Pacific Sage Partners LLC | 238,207 | $6,477 | 03/31/2024 | | DISV | 238,207 | $6,477 | 03/31/2024 | | Financial Architects LLC | 236,045 | $6,418 | 03/31/2024 | | DISV | 236,045 | $6,418 | 03/31/2024 | | Del Sette Capital Management LLC | 243,902 | $6,289 | 12/31/2023 | | DISV | 243,902 | $6,289 | 12/31/2023 | | Shotwell Rutter Baer Inc | 220,279 | $6,051 | 03/31/2024 | | DISV | 220,279 | $6,051 | 03/31/2024 | | Hassell Wealth Management LLC | 227,028 | $5,776 | 12/31/2023 | | DISV | 227,028 | $5,776 | 12/31/2023 | | Schoolcraft Capital LLC | 197,320 | $5,365 | 03/31/2024 | | DISV | 197,320 | $5,365 | 03/31/2024 | | Chicago Partners Investment Group LLC | 198,577 | $5,350 | 03/31/2024 | | DISV | 198,577 | $5,350 | 03/31/2024 | | Cardiff Park Advisors LLC | 206,071 | $5,314 | 12/31/2023 | | DISV | 206,071 | $5,314 | 12/31/2023 | | BetterWealth LLC | 189,563 | $5,154 | 03/31/2024 | | DISV | 189,563 | $5,154 | 03/31/2024 | | Henrickson Nauta Wealth Advisors Inc. | 182,224 | $4,947 | 03/31/2024 | | DISV | 182,224 | $4,947 | 03/31/2024 | | Physician Wealth Solutions Inc. | 177,896 | $4,837 | 03/31/2024 | | DISV | 177,896 | $4,837 | 03/31/2024 | | Lam Group Inc. | 174,520 | $4,745 | 03/31/2024 | | DISV | 174,520 | $4,745 | 03/31/2024 | | GWM Advisors LLC | 183,615 | $4,610 | 12/31/2023 | | DISV | 183,615 | $4,610 | 12/31/2023 | | Fischer Investment Strategies LLC | 178,611 | $4,605 | 12/31/2023 | | DISV | 178,611 | $4,605 | 12/31/2023 | | Liberty Wealth Management LLC | 177,033 | $4,565 | 12/31/2023 | | DISV | 177,033 | $4,565 | 12/31/2023 | | Sterling Financial Planning Inc. | 172,798 | $4,456 | 12/31/2023 | | DISV | 172,798 | $4,456 | 12/31/2023 | | Meritas Wealth Management LLC | 155,535 | $4,229 | 03/31/2024 | | DISV | 155,535 | $4,229 | 03/31/2024 | | ML & R Wealth Management LLC | 160,282 | $4,133 | 12/31/2023 | | DISV | 160,282 | $4,133 | 12/31/2023 | | Bank of America Corp DE | 157,682 | $4,066 | 12/31/2023 | | DISV | 157,682 | $4,066 | 12/31/2023 | | Collective Family Office LLC | 145,137 | $3,946 | 03/31/2024 | | DISV | 145,137 | $3,946 | 03/31/2024 | | Retirement Solution Inc. | 151,959 | $3,918 | 12/31/2023 | | DISV | 151,959 | $3,918 | 12/31/2023 | | AE Wealth Management LLC | 153,032 | $3,887 | 12/31/2023 | | DISV | 153,032 | $3,887 | 12/31/2023 | | Claris Advisors LLC MO | 142,424 | $3,873 | 03/31/2024 | | DISV | 142,424 | $3,873 | 03/31/2024 | | Financial Symmetry Inc | 131,931 | $3,587 | 03/31/2024 | | DISV | 131,931 | $3,587 | 03/31/2024 | | Yeomans Consulting Group Inc. | 131,388 | $3,572 | 03/31/2024 | | DISV | 131,388 | $3,572 | 03/31/2024 | | Envestnet Asset Management Inc. | 134,676 | $3,473 | 12/31/2023 | | DISV | 134,676 | $3,473 | 12/31/2023 | | Sequoia Financial Advisors LLC | 126,893 | $3,450 | 03/31/2024 | | DISV | 126,893 | $3,450 | 03/31/2024 | | Stifel Financial Corp | 133,559 | $3,444 | 12/31/2023 | | DISV | 133,559 | $3,444 | 12/31/2023 | | JPMorgan Chase & Co. | 133,212 | $3,435 | 12/31/2023 | | DISV | 133,212 | $3,435 | 12/31/2023 | | Equita Financial Network Inc. | 132,315 | $3,412 | 12/31/2023 | | DISV | 132,315 | $3,412 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 126,616 | $3,265 | 12/31/2023 | | DISV | 126,616 | $3,265 | 12/31/2023 | | Commonwealth Equity Services LLC | 118,765 | $3,229 | 03/31/2024 | | DISV | 118,765 | $3,229 | 03/31/2024 | | Abel Hall LLC | 122,431 | $3,157 | 12/31/2023 | | DISV | 122,431 | $3,157 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 112,528 | $3,060 | 03/31/2024 | | DISV | 112,528 | $3,060 | 03/31/2024 | | Delap Wealth Advisory LLC | 112,421 | $2,899 | 12/31/2023 | | DISV | 112,421 | $2,899 | 12/31/2023 | | Balyasny Asset Management LLC | 111,213 | $2,868 | 12/31/2023 | | DISV | 111,213 | $2,868 | 12/31/2023 | | ShankerValleau Wealth Advisors Inc. | 98,837 | $2,687 | 03/31/2024 | | DISV | 98,837 | $2,687 | 03/31/2024 | | Advisory Alpha LLC | 103,917 | $2,680 | 12/31/2023 | | DISV | 103,917 | $2,680 | 12/31/2023 | | Tillman Hartley LLC | 99,858 | $2,575 | 12/31/2023 | | DISV | 99,858 | $2,575 | 12/31/2023 | | PBMares Wealth Management LLC | 94,455 | $2,568 | 03/31/2024 | | DISV | 94,455 | $2,568 | 03/31/2024 | | Spire Wealth Management | 93,635 | $2,546 | 03/31/2024 | | DISV | 93,635 | $2,546 | 03/31/2024 | | Quadcap Wealth Management LLC | 97,358 | $2,510 | 12/31/2023 | | DISV | 97,358 | $2,510 | 12/31/2023 | | Park Avenue Securities LLC | 89,349 | $2,429 | 03/31/2024 | | DISV | 89,349 | $2,429 | 03/31/2024 | | Citadel Advisors LLC | 93,607 | $2,414 | 12/31/2023 | | DISV | 93,607 | $2,414 | 12/31/2023 | | Mariner LLC | 92,724 | $2,391 | 12/31/2023 | | DISV | 92,724 | $2,391 | 12/31/2023 | | Quarry Hill Advisors LLC | 87,883 | $2,390 | 03/31/2024 | | DISV | 87,883 | $2,390 | 03/31/2024 | | Modera Wealth Management LLC | 90,397 | $2,331 | 12/31/2023 | | DISV | 90,397 | $2,331 | 12/31/2023 | | Vannoy Advisory Group Inc. | 89,767 | $2,315 | 12/31/2023 | | DISV | 89,767 | $2,315 | 12/31/2023 | | RCS Financial Planning LLC | 84,437 | $2,296 | 03/31/2024 | | DISV | 84,437 | $2,296 | 03/31/2024 | | Northwest Wealth Management LLC | 88,813 | $2,290 | 12/31/2023 | | DISV | 88,813 | $2,290 | 12/31/2023 | | Gradient Capital Advisors LLC | 73,005 | $1,985 | 03/31/2024 | | DISV | 73,005 | $1,985 | 03/31/2024 | | Aviance Capital Partners LLC | 72,669 | $1,976 | 03/31/2024 | | DISV | 72,669 | $1,976 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 72,568 | $1,973 | 03/31/2024 | | DISV | 72,568 | $1,973 | 03/31/2024 | | Ruedi Wealth Management Inc. | 76,208 | $1,965 | 12/31/2023 | | DISV | 76,208 | $1,965 | 12/31/2023 | | SRS Capital Advisors Inc. | 76,118 | $1,963 | 12/31/2023 | | DISV | 76,118 | $1,963 | 12/31/2023 | | Nwam LLC | 74,569 | $1,923 | 12/31/2023 | | DISV | 74,569 | $1,923 | 12/31/2023 | | Mraz Amerine & Associates Inc. | 69,425 | $1,790 | 12/31/2023 | | DISV | 69,425 | $1,790 | 12/31/2023 | | Grunden Financial Advisory Inc. | 65,223 | $1,773 | 03/31/2024 | | DISV | 65,223 | $1,773 | 03/31/2024 | | Andrews Lucia Wealth Management LLC | 65,224 | $1,682 | 12/31/2023 | | DISV | 65,224 | $1,682 | 12/31/2023 | | New England Private Wealth Advisors LLC | 62,506 | $1,612 | 12/31/2023 | | DISV | 62,506 | $1,612 | 12/31/2023 | | Prosperity Planning Inc. | 57,115 | $1,553 | 03/31/2024 | | DISV | 57,115 | $1,553 | 03/31/2024 | | Nalls Sherbakoff Group LLC | 57,543 | $1,484 | 12/31/2023 | | DISV | 57,543 | $1,484 | 12/31/2023 | | Maryland Capital Advisors Inc. | 52,148 | $1,418 | 03/31/2024 | | DISV | 52,148 | $1,418 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 50,404 | $1,370 | 03/31/2024 | | DISV | 50,404 | $1,370 | 03/31/2024 | | Bayshore Asset Management LLC | 52,232 | $1,347 | 12/31/2023 | | DISV | 52,232 | $1,347 | 12/31/2023 | | Efficient Advisors LLC | 50,542 | $1,303 | 12/31/2023 | | DISV | 50,542 | $1,303 | 12/31/2023 | | Morgan Stanley | 48,660 | $1,255 | 12/31/2023 | | DISV | 48,660 | $1,255 | 12/31/2023 | | LPL Financial LLC | 48,249 | $1,244 | 12/31/2023 | | DISV | 48,249 | $1,244 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 44,328 | $1,205 | 03/31/2024 | | DISV | 44,328 | $1,205 | 03/31/2024 | | Matisse Capital | 44,100 | $1,199 | 03/31/2024 | | DISV | 44,100 | $1,199 | 03/31/2024 | | Renaissance Technologies LLC | 46,200 | $1,191 | 12/31/2023 | | DISV | 46,200 | $1,191 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 43,038 | $1,170 | 03/31/2024 | | DISV | 43,038 | $1,170 | 03/31/2024 | | Wealthsource Partners LLC | 43,755 | $1,128 | 12/31/2023 | | DISV | 43,755 | $1,128 | 12/31/2023 | | Northern Trust Corp | 43,343 | $1,118 | 12/31/2023 | | DISV | 43,343 | $1,118 | 12/31/2023 | | MML Investors Services LLC | 43,161 | $1,113 | 12/31/2023 | | DISV | 43,161 | $1,113 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 42,899 | $1,106 | 12/31/2023 | | DISV | 42,899 | $1,106 | 12/31/2023 | | Financial Counselors Inc. | 42,855 | $1,105 | 12/31/2023 | | DISV | 42,855 | $1,105 | 12/31/2023 | | Schwarz Dygos Wheeler Investment Advisors LLC | 41,832 | $1,079 | 12/31/2023 | | DISV | 41,832 | $1,079 | 12/31/2023 | | Morris Financial Concepts Inc. | 38,724 | $1,053 | 03/31/2024 | | DISV | 38,724 | $1,053 | 03/31/2024 | | Lincoln National Corp | 40,755 | $1,051 | 12/31/2023 | | DISV | 40,755 | $1,051 | 12/31/2023 | | Retirement Guys Formula LLC | 38,464 | $1,046 | 03/31/2024 | | DISV | 38,464 | $1,046 | 03/31/2024 | | Emprise Bank | 38,155 | $1,037 | 03/31/2024 | | DISV | 38,155 | $1,037 | 03/31/2024 | | Peirce Capital Management LLC | 37,554 | $1,021 | 03/31/2024 | | DISV | 37,554 | $1,021 | 03/31/2024 | | Werba Rubin Papier Wealth Management | 37,396 | $964 | 12/31/2023 | | DISV | 37,396 | $964 | 12/31/2023 | | Signet Financial Management LLC | 31,537 | $858 | 03/31/2024 | | DISV | 31,537 | $858 | 03/31/2024 | | Hilltop Holdings Inc. | 32,236 | $831 | 12/31/2023 | | DISV | 32,236 | $831 | 12/31/2023 | | Oceanside Advisors LLC | 29,878 | $812 | 03/31/2024 | | DISV | 29,878 | $812 | 03/31/2024 | | CarsonAllaria Wealth Management Ltd. | 31,420 | $810 | 12/31/2023 | | DISV | 31,420 | $810 | 12/31/2023 | | Allegiance Financial Group Advisory Services LLC | 29,206 | $794 | 03/31/2024 | | DISV | 29,206 | $794 | 03/31/2024 | | Ronald Blue Trust Inc. | 29,047 | $691 | 12/31/2023 | | DISV | 29,047 | $691 | 12/31/2023 | | Harbour Investments Inc. | 26,014 | $671 | 12/31/2023 | | DISV | 26,014 | $671 | 12/31/2023 | | Schubert & Co | 25,367 | $654 | 12/31/2023 | | DISV | 25,367 | $654 | 12/31/2023 | | Liberty Capital Management Inc. | 23,495 | $639 | 03/31/2024 | | DISV | 23,495 | $639 | 03/31/2024 | | Firethorn Wealth Partners LLC | 23,369 | $635 | 03/31/2024 | | DISV | 23,369 | $635 | 03/31/2024 | | Truist Financial Corp | 23,971 | $618 | 12/31/2023 | | DISV | 23,971 | $618 | 12/31/2023 | | SageView Advisory Group LLC | 24,089 | $613 | 12/31/2023 | | DISV | 24,089 | $613 | 12/31/2023 | | Warren Averett Asset Management LLC | 23,325 | $601 | 12/31/2023 | | DISV | 23,325 | $601 | 12/31/2023 | | Janney Montgomery Scott LLC | 23,240 | $599 | 12/31/2023 | | DISV | 23,240 | $599 | 12/31/2023 | | Efficient Frontier Advisors LLC | 20,869 | $565 | 03/31/2024 | | DISV | 20,869 | $565 | 03/31/2024 | | Great Point Wealth Advisors LLC | 21,567 | $556 | 12/31/2023 | | DISV | 21,567 | $556 | 12/31/2023 | | Phillips Financial Management LLC | 20,321 | $553 | 03/31/2024 | | DISV | 20,321 | $553 | 03/31/2024 | | C M Bidwell & Associates Ltd. | 20,408 | $526 | 12/31/2023 | | DISV | 20,408 | $526 | 12/31/2023 | | Tortoise Investment Management LLC | 20,303 | $524 | 12/31/2023 | | DISV | 20,303 | $524 | 12/31/2023 | | W.H. Cornerstone Investments Inc. | 19,731 | $509 | 12/31/2023 | | DISV | 19,731 | $509 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 19,639 | $506 | 12/31/2023 | | DISV | 19,639 | $506 | 12/31/2023 | | Red Lighthouse Investment Management LLC | 19,398 | $500 | 12/31/2023 | | DISV | 19,398 | $500 | 12/31/2023 | | Visionary Wealth Advisors | 19,290 | $497 | 12/31/2023 | | DISV | 19,290 | $497 | 12/31/2023 | | Harbor Investment Advisory LLC | 18,053 | $491 | 03/31/2024 | | DISV | 18,053 | $491 | 03/31/2024 | | Shearwater Capital LLC | 17,909 | $487 | 03/31/2024 | | DISV | 17,909 | $487 | 03/31/2024 | | Betterment LLC | 18,809 | $485 | 12/31/2023 | | DISV | 18,809 | $485 | 12/31/2023 | | RAM Investment Partners LLC | 17,338 | $471 | 03/31/2024 | | DISV | 17,338 | $471 | 03/31/2024 | | Kestra Advisory Services LLC | 17,351 | $447 | 12/31/2023 | | DISV | 17,351 | $447 | 12/31/2023 | | Disciplined Investments LLC | 16,135 | $439 | 03/31/2024 | | DISV | 16,135 | $439 | 03/31/2024 | | RF&L Wealth Management LLC | 16,150 | $439 | 03/31/2024 | | DISV | 16,150 | $439 | 03/31/2024 | | Captrust Financial Advisors | 16,421 | $423 | 12/31/2023 | | DISV | 16,421 | $423 | 12/31/2023 | | Bedel Financial Consulting Inc. | 16,006 | $413 | 12/31/2023 | | DISV | 16,006 | $413 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 15,000 | $408 | 03/31/2024 | | DISV | 15,000 | $408 | 03/31/2024 | | PrairieView Partners LLC | 15,425 | $398 | 12/31/2023 | | DISV | 15,425 | $398 | 12/31/2023 | | Sterling Wealth Management Inc. | 15,406 | $397 | 12/31/2023 | | DISV | 15,406 | $397 | 12/31/2023 | | Advisor Group Holdings Inc. | 15,021 | $387 | 12/31/2023 | | DISV | 15,021 | $387 | 12/31/2023 | | Austin Asset Management Co Inc | 13,903 | $378 | 03/31/2024 | | DISV | 13,903 | $378 | 03/31/2024 | | DBK Financial Counsel LLC | 13,710 | $373 | 03/31/2024 | | DISV | 13,710 | $373 | 03/31/2024 | | Rehmann Capital Advisory Group | 14,174 | $365 | 12/31/2023 | | DISV | 14,174 | $365 | 12/31/2023 | | LJI Wealth Management LLC | 13,997 | $361 | 12/31/2023 | | DISV | 13,997 | $361 | 12/31/2023 | | SC&H Financial Advisors Inc. | 13,923 | $359 | 12/31/2023 | | DISV | 13,923 | $359 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 13,873 | $358 | 12/31/2023 | | DISV | 13,873 | $358 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 13,568 | $350 | 12/31/2023 | | DISV | 13,568 | $350 | 12/31/2023 | | ARK & TLK Investments LLC | 13,473 | $347 | 12/31/2023 | | DISV | 13,473 | $347 | 12/31/2023 | | Kraft Asset Management LLC | 12,488 | $322 | 12/31/2023 | | DISV | 12,488 | $322 | 12/31/2023 | | Verus Financial Partners Inc. | 11,666 | $296 | 12/31/2023 | | DISV | 11,666 | $296 | 12/31/2023 | | Colony Group LLC | 11,491 | $296 | 12/31/2023 | | DISV | 11,491 | $296 | 12/31/2023 | | Gibson Capital LLC | 10,742 | $292 | 03/31/2024 | | DISV | 10,742 | $292 | 03/31/2024 | | Hutchens & Kramer Investment Management Group LLC | 10,767 | $292 | 03/31/2024 | | DISV | 10,767 | $292 | 03/31/2024 | | Orion Portfolio Solutions LLC | 11,033 | $283 | 12/31/2023 | | DISV | 11,033 | $283 | 12/31/2023 | | Tacita Capital Inc | 10,880 | $281 | 12/31/2023 | | DISV | 10,880 | $281 | 12/31/2023 | | Farther Finance Advisors LLC | 10,789 | $278 | 12/31/2023 | | DISV | 10,789 | $278 | 12/31/2023 | | 25 LLC | 9,923 | $270 | 03/31/2024 | | DISV | 9,923 | $270 | 03/31/2024 | | SYM FINANCIAL Corp | 10,463 | $270 | 12/31/2023 | | DISV | 10,463 | $270 | 12/31/2023 | | Altiora Financial Group LLC | 9,825 | $267 | 03/31/2024 | | DISV | 9,825 | $267 | 03/31/2024 | | Canvas Wealth Advisors LLC | 10,085 | $265 | 03/31/2024 | | DISV | 10,085 | $265 | 03/31/2024 | | Capital Performance Advisors LLP | 9,691 | $263 | 03/31/2024 | | DISV | 9,691 | $263 | 03/31/2024 | | Sax Wealth Advisors LLC | 9,789 | $252 | 12/31/2023 | | DISV | 9,789 | $252 | 12/31/2023 | | Hara Capital LLC | 9,168 | $249 | 03/31/2024 | | DISV | 9,168 | $249 | 03/31/2024 | | Clarity Capital Advisors LLC | 8,699 | $237 | 03/31/2024 | | DISV | 8,699 | $237 | 03/31/2024 | | Hartline Investment Corp | 7,638 | $208 | 03/31/2024 | | DISV | 7,638 | $208 | 03/31/2024 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,638 | $208 | 03/31/2024 | | DISV | 7,638 | $208 | 03/31/2024 | | AWM Capital LLC | 7,517 | $204 | 03/31/2024 | | DISV | 7,517 | $204 | 03/31/2024 | | Angeles Wealth Management LLC | 7,175 | $185 | 12/31/2023 | | DISV | 7,175 | $185 | 12/31/2023 | | Family CFO Inc | 6,297 | $171 | 03/31/2024 | | DISV | 6,297 | $171 | 03/31/2024 | | Kathleen S. Wright Associates Inc. | 4,450 | $121 | 03/31/2024 | | DISV | 4,450 | $121 | 03/31/2024 | | Versant Capital Management Inc | 4,214 | $115 | 03/31/2024 | | DISV | 4,214 | $115 | 03/31/2024 | | Annapolis Financial Services LLC | 3,654 | $99 | 03/31/2024 | | DISV | 3,654 | $99 | 03/31/2024 | | McIlrath & Eck LLC | 3,770 | $97 | 12/31/2023 | | DISV | 3,770 | $97 | 12/31/2023 | | Aspire Private Capital LLC | 2,929 | $80 | 03/31/2024 | | DISV | 2,929 | $80 | 03/31/2024 | | Bartlett & Co. LLC | 3,007 | $78 | 12/31/2023 | | DISV | 3,007 | $78 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 3,007 | $78 | 12/31/2023 | | DISV | 3,007 | $78 | 12/31/2023 | | Aspire Wealth Management Corp | 2,786 | $76 | 03/31/2024 | | DISV | 2,786 | $76 | 03/31/2024 | | Royal Bank of Canada | 2,354 | $60 | 12/31/2023 | | DISV | 2,354 | $60 | 12/31/2023 | | Lee Financial Co | 2,157 | $56 | 12/31/2023 | | DISV | 2,157 | $56 | 12/31/2023 | | Sandy Spring Bank | 2,054 | $53 | 12/31/2023 | | DISV | 2,054 | $53 | 12/31/2023 | | Wells Fargo & Company MN | 2,009 | $52 | 12/31/2023 | | DISV | 2,009 | $52 | 12/31/2023 | | Beaird Harris Wealth Management LLC | 2,030 | $52 | 12/31/2023 | | DISV | 2,030 | $52 | 12/31/2023 | | DecisionPoint Financial LLC | 1,775 | $48 | 03/31/2024 | | DISV | 1,775 | $48 | 03/31/2024 | | Mather Group LLC. | 1,722 | $44 | 03/31/2024 | | DISV | 1,722 | $44 | 03/31/2024 | | Studio Investment Management LLC | 1,716 | $44 | 12/31/2023 | | DISV | 1,716 | $44 | 12/31/2023 | | Global Trust Asset Management LLC | 1,500 | $41 | 03/31/2024 | | DISV | 1,500 | $41 | 03/31/2024 | | WealthShield Partners LLC | 1,245 | $34 | 03/31/2024 | | DISV | 1,245 | $34 | 03/31/2024 | | Comerica Bank | 1,224 | $32 | 12/31/2023 | | DISV | 1,224 | $32 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 833 | $21 | 12/31/2023 | | DISV | 833 | $21 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 750 | $19 | 12/31/2023 | | DISV | 750 | $19 | 12/31/2023 | | Fortis Advisors LLC | 697 | $18 | 12/31/2023 | | DISV | 697 | $18 | 12/31/2023 | | Aspect Partners LLC | 538 | $14 | 12/31/2023 | | DISV | 538 | $14 | 12/31/2023 | | Lindbrook Capital LLC | 434 | $12 | 03/31/2024 | | DISV | 434 | $12 | 03/31/2024 | | Close Asset Management Ltd | 410 | $11 | 12/31/2023 | | DISV | 410 | $11 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 306 | $8 | 12/31/2023 | | DISV | 306 | $8 | 12/31/2023 | | Valued Wealth Advisors LLC | 98 | $3 | 03/31/2024 | | DISV | 98 | $3 | 03/31/2024 | | JDM Financial Group LLC | 129 | $3 | 12/31/2023 | | DISV | 129 | $3 | 12/31/2023 | | Able Wealth Management LLC | 111 | $3 | 12/31/2023 | | DISV | 111 | $3 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | DISV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DISV
See Details: Top 10 Hedge Funds Holding DISV
Also See: DISV Holdings Changes
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