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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

883 managers (895 13F filers) reported a position in DFIV shares at 2026-06-30, 296,985,692 shares in all. 86 filers opened a position and 40 filers sold out during the quarter.

Managers
883
13F filers
895
New
86
Added
428
Reduced
219
Sold out
40
Shares held by filers
296,985,692

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,545,101$1.81B0.97%+2,369,20013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,955,107$1.29B1.6%+1,693,46813F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding23,128,595$1.25B+3,531,172Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,201,811$929M0.46%+746,05813F-HRTimelineGroup
Savant Capital, LLC10,548,529$574M1.69%+1,790,78313F-HRTimeline
EP Wealth Advisors, LLC9,199,022$497M1.9%+1,972,26713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,239,321$391M0.05%+18,90613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,179,127$280M+897,470Timeline
Farther Finance Advisors, LLC4,713,116$255M1.99%+692,85213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,684,862$253M0.07%-64,88113F-HRTimelineGroup
Plancorp, LLC3,765,351$208M5.08%+101,11613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,834,628$207M0.01%+436,58113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,631,961$196M0.24%+419,25413F-HRTimelineGroup
Index Fund Advisors, Inc.3,590,153$194M7.7%+39,59113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,517,784$190M0.26%-1,925,11213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,479,895$188M0.08%+832,29113F-HRTimelineGroup
HighTower Advisors, LLC3,392,299$183M0.18%+23,43013F-HRTimeline
Creative Planningin group Creative Planning3,381,003$183M0.11%-33,81813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,203,573$173M-1,362,500Timeline
Foster Group, Inc.2,937,971$159M4.22%+6,72413F-HRTimeline
LPL Financial LLC2,748,495$148M0.03%+414,97713F-HRTimeline
UBS Group AGgroup of 2 filers holding2,452,792$132M+326,735Timeline
Modera Wealth Management, LLC2,306,071$125M1.33%+72,07313F-HRTimeline
Confluence Wealth Services, Inc.2,072,260$112M3.2%+292,64713F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD1,998,100$108M0.16%new13F-HRTimelineGroup
Apella Capital, LLC1,943,050$107M1.52%+47,88313F-HRTimeline
Beacon Pointe Advisors, LLC1,965,098$106M0.49%+561,80613F-HRTimeline
Cetera Investment Advisers1,918,032$104M0.09%+53,13213F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,835,877$99.2M1.45%+50,39613F-HRTimeline
TCI Wealth Advisors, Inc.1,786,134$96.5M4.17%+175,02713F-HRTimeline
Team Hewins, LLC1,745,668$94.3M25.8%-15,60513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,610,229$87M6.88%+8,18613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,543,806$83.4M0.01%+80,36713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,450,974$80.4M0.13%+254,20913F-HRTimeline
CHOREO, LLC1,477,472$79.8M0.88%+4,72913F-HRTimeline
Evanson Financial, LLC1,430,696$77.3M3.78%13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,416,453$76.5M6.83%+88,33213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,306,543$70.6M0.04%-839,82813F-HRTimelineGroup
Falcon Wealth Planning1,291,418$69.8M4.41%+31,97213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,245,108$67.3M0.01%+237,26213F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.1,233,662$66.6M26.99%-9,27913F-HRTimeline
Sequoia Financial Advisors, LLC1,217,842$65.8M0.33%-27,28313F-HRTimeline
Vise Technologies, Inc.1,183,164$63.9M0.72%+450,18913F-HRTimeline
Root Financial Partners, LLC1,179,895$63.7M2.48%+307,23613F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,163,317$62.8M4.06%+152,73113F-HRTimeline
Beaird Harris Wealth Management, LLC1,144,454$61.8M3.87%-4,62313F-HRTimeline
True Link Financial Advisors, LLC1,105,949$59.7M3.45%-14,35113F-HR/ATimeline
Petersen Hastings Wealth Advisors Inc.1,101,723$59.5M4.99%-18,05813F-HRTimeline
Smartleaf Asset Management LLC1,083,909$58.5M1.9%013F-HRTimeline
Washington Trust Bank1,058,522$57.2M4%-19,36813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MASECO LLP1,003,214$54.2M1.52%-13,99513F-HRTimeline
KEB ASSET MANAGEMENT, LLC950,337$51.3M8.31%+63,57813F-HRTimeline
Waverly Advisors, LLC940,947$50.8M0.3%+741,15413F-HRTimeline
SAX WEALTH ADVISORS, LLC943,741$49.8M2.03%+47,50013F-HRTimeline
Mariner, LLCin group Mariner, LLC873,528$47.2M0.05%+21,39213F-HRTimelineGroup
Verus Financial Partners, Inc.860,998$46.5M3.98%+14,26113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.858,805$46.4M0.28%+102,67313F-HRTimelineGroup
Parkwoods Wealth Partners, LLC839,208$45.3M7.28%+70,75713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV827,730$44.7M5.09%+36,41013F-HRTimeline
Strategic Financial Services, Inc.820,043$44.3M1.94%-13,45713F-HRTimeline
LANDAAS & CO /WI /ADV756,140$40.8M7.43%+124,02613F-HRTimeline
Pallas Capital Advisors LLC730,191$39.4M1.21%+40,33813F-HRTimeline
Wealth Architects, LLC707,134$38.2M3.02%-18,79313F-HRTimeline
McGlone Suttner Wealth Management, Inc.703,455$38M4.46%-55313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC681,788$36.8M4.17%+74,51813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC674,823$36.5M0.61%-9,39513F-HRTimeline
Hudock, Inc.673,584$36.4M4.66%+10,20313F-HRTimeline
Planning Center, Inc.673,128$36.4M3.43%-75313F-HRTimeline
Trinity Financial Advisors LLC668,402$36.1M9.28%+6,23413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP668,302$36.1M0.04%+5,00313F-HRTimelineGroup
Quent Capital, LLC658,997$35.6M2.19%+62,94113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.616,504$33.3M0.05%+52,05013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.610,701$33M4.19%+14,68413F-HR/ATimeline
Three Arch Wealth Management LLC602,821$32.6M4.99%+17,40313F-HRTimeline
B&D White Capital Company, LLC587,103$31.7M3.16%+260,40313F-HRTimeline
Hill Investment Group Partners, LLC579,199$31.3M3.19%-14,55813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO574,462$31M<0.01%-11,21013F-HRTimelineGroup
SACHEM HILL LLC566,016$30.6M5.44%-7,18713F-HRTimeline
Integrated Wealth Concepts LLC549,682$29.7M0.14%+258,96113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP531,033$28.7M0.33%-21,18113F-HRTimeline
MML INVESTORS SERVICES, LLC513,667$27.7M0.06%+105,17713F-HRTimeline
Acropolis Investment Management, LLC509,898$27.5M1.09%+1,30913F-HR/ATimeline
Allworth Financial LP507,224$27.4M0.12%-11,21413F-HRTimeline
Factor Wealth Management LTD500,179$27M4.08%+58,32113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC456,692$24.7M0.01%+53,96313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.451,840$24.4M0.03%+110,41713F-HRTimelineGroup
First Command Advisory Services, Inc.449,915$24.3M0.14%-33,27613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC439,280$23.7M8.48%+1913F-HRTimeline
M Holdings Securities, Inc.438,482$23.7M3.24%-157,40413F-HRTimeline
COWA, LLC432,023$23.3M5.85%-11,65613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…429,826$23.2M0.04%-102,68713F-HRTimelineGroup
PINNEY & SCOFIELD, INC.424,299$22.9M11.21%-53413F-HRTimeline
Wescott Financial Advisory Group, LLC418,590$22.6M1.75%+15,06813F-HRTimeline
MASON STREET ADVISORS, LLC414,285$22.4M2.02%+10,97013F-HRTimeline
Disciplined Equity Management, Inc.413,227$22.3M9.89%+13,41013F-HRTimeline
Squire Investment Management Company, L…412,587$22.3M5.37%+15,39913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC401,959$21.7M0.03%+14,93713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC399,195$21.6M10.29%+41,41713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS398,814$21.5M8.41%+24,02013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC396,571$21.4M0.49%+31,70913F-HRTimelineGroup
LRI Investments, LLC384,826$20.8M1.67%-1,39513F-HRTimeline
Navigoe, LLC382,374$20.7M10.8%-2,18713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC382,231$20.6M7.5%-4,98713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…377,359$20.4M2.9%+4,08013F-HRTimeline
McLean Asset Management Corp353,172$20.2M2.67%-5,12013F-HRTimeline
Prism Advisors, Inc.374,012$20.2M4.91%-43,35113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP372,555$20.1M0.26%-4,17713F-HRTimelineGroup
CFS Investment Advisory Services, LLC360,811$19.8M1.32%-6,53713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.364,529$19.7M5.19%+9013F-HRTimeline
VeraBank, N.A.363,849$19.7M3.25%+19,14813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC360,198$19.5M0.14%-4,67613F-HRTimeline
CLARIS ADVISORS, LLC / MO /356,869$19.3M5.03%-1,38313F-HRTimeline
Cambridge Investment Research Advisors,…346,548$18.7M0.04%+12,66813F-HR/ATimeline
Meritas Wealth Management, LLC345,878$18.7M7.3%+8,25113F-HRTimeline
Shearwater Capital LLC342,478$18.5M8.83%013F-HRTimeline
Disciplined Investments, LLC341,670$18.5M5.96%+19,25813F-HR/ATimeline
Rather & Kittrell, Inc.332,782$18M2.51%+79813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS332,152$17.9M0.03%+81313F-HRTimeline
Merit Financial Group, LLC331,096$17.9M0.11%+41,82713F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…330,182$17.8M0.14%-7,36713F-HRTimelineGroup
Apeiron RIA LLC327,900$17.7M4.54%-2,26713F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC324,395$17.5M8.53%+32,39913F-HRTimeline
BlueSky Wealth Advisors, LLC323,303$17.5M2.02%+25,83813F-HRTimeline
EnRich Financial Partners LLC313,114$16.9M4.02%-4,93413F-HRTimeline
Sterling Financial Planning, Inc.310,296$16.8M4.56%+2,16813F-HRTimeline
Embree Financial Group307,632$16.6M1.66%-74,77513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC297,894$16.5M3.56%+10,76813F-HRTimeline
Fonville Wealth Management LLC303,321$16.4M2.68%+14,54913F-HRTimeline
Peirce Capital Management, LLC296,414$16M5.87%-24,93113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP295,758$16M0.01%+6,43113F-HRTimelineGroup
JDH Wealth Management, LLC287,818$15.5M9.46%-4,25113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers284,593$15.4M0.02%+81,89313F-HRTimelineGroup
Ruedi Wealth Management, Inc.280,259$15.1M3.55%-7,15513F-HRTimeline
Private Advisor Group, LLC274,682$14.8M0.07%+170,07613F-HRTimeline
Mraz, Amerine & Associates, Inc.274,258$14.8M2.13%+4,39313F-HRTimeline
Aurdan Capital Management, LLC274,106$14.8M3.76%+40,48113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC265,877$14.4M0.04%-31,30713F-HRTimelineGroup
Savvy Advisors, Inc.265,857$14.4M0.31%+22,15113F-HRTimeline
KM Capital Management Ltd.263,051$14.2M6.68%+12613F-HRTimeline
Capstone Wealth Management, LLC261,831$14.1M6.56%-2,75113F-HRTimeline
Lauterbach Financial Advisors, LLC259,530$14M6.03%-1,73413F-HRTimeline
Guardian Wealth Management, LLC256,328$13.8M3.88%-1,25913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC254,738$13.8M7.86%+11,17513F-HRTimeline
Robinswood Financial LLC254,698$13.8M3.94%+5,21113F-HRTimeline
Destiny Wealth Partners, LLC239,939$13.7M1.94%-6,40013F-HRTimeline
Visionary Wealth Advisors253,952$13.7M0.54%+2,39113F-HRTimeline
Werba Rubin Papier Wealth Management249,131$13.5M1.63%+9,13813F-HRTimeline
Quantinno Capital Management LP248,725$13.4M0.02%+51,19313F-HRTimeline
MAI Capital Management247,904$13.4M0.05%+194,53313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC247,434$13.4M0.21%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC241,227$13M1.07%013F-HRTimeline
Trademark Financial Management, LLC237,066$12.8M5.24%+39,00413F-HRTimeline
DiNuzzo Private Wealth, Inc.234,686$12.7M1.25%-2,89113F-HRTimeline
SeedSafe Financial LLC231,864$12.5M9.02%+5,87013F-HRTimeline
CARDIFF PARK ADVISORS, LLC231,483$12.5M0.97%-5,16913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.226,507$12.2M3.92%13F-HRTimeline
ABLE Financial Group, LLC220,204$11.9M2%+24,60413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY216,884$11.7M<0.01%-8,60113F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC216,493$11.7M1.54%+2,24813F-HRTimeline
Mattern Wealth Management LLC216,224$11.7M1.92%+73,29213F-HRTimeline
Tillman Hartley LLC215,049$11.6M2.61%-3,44613F-HRTimeline
Financial Futures Ltd Liability Co.210,600$11.4M4.33%+4,58413F-HRTimeline
Summit Financial, LLC210,265$11.4M0.12%+18,80713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP208,768$11.3M0.14%+3,58213F-HRTimeline
Valmark Advisers, Inc.207,176$11.2M0.12%+139,94513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC206,876$11.2M5.85%-3,87113F-HRTimeline
Compound Planning, Inc.206,170$11.1M0.29%+12,76413F-HRTimeline
Austin Asset Management Co Inc203,381$11M1.53%-89313F-HRTimeline
BAKER BOYER NATIONAL BANK202,584$10.9M3.01%-3,89813F-HRTimeline
REAP Financial Group, LLC201,738$10.9M1.86%+17,59313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…200,723$10.8M0.02%-58713F-HRTimelineGroup
Stone Summit Wealth LLC200,201$10.8M2.74%+1,55913F-HRTimeline
Advisory Alpha, LLC198,674$10.7M0.26%+4,76713F-HRTimeline
Rothschild Wealth LLC198,381$10.7M0.86%-4,64913F-HRTimeline
ASPIRIANT, LLC197,598$10.7M0.26%-8,19413F-HRTimeline
EQ WEALTH ADVISORS, LLC195,764$10.6M5.81%-5,80313F-HRTimeline
AE Wealth Management LLC195,742$10.6M0.05%+6,52713F-HRTimeline
Caliber Wealth Management, LLC / KS190,541$10.3M0.99%-3,38713F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH189,485$10.2M2.23%+4,44313F-HRTimeline
Kings Path Partners LLC189,008$10.2M2.72%+18,33513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC187,707$10.1M3.18%+63,92613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC183,756$9.93M0.73%-2,44313F-HRTimeline
Altiora Financial Group, LLC182,333$9.85M1.55%-2,98013F-HRTimeline
Tortoise Investment Management, LLC181,496$9.8M0.73%+80413F-HRTimeline
Laurel Wealth Planning LLC176,000$9.51M4.21%+23,37713F-HRTimeline
Oceanside Advisors LLC172,546$9.32M4.7%+4,20713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC168,774$9.12M1.96%-6,52213F-HRTimeline
Veratis Advisors, Inc.166,058$8.97M6.35%13F-HRTimeline
Cedar Point Capital Partners, LLC164,507$8.89M5.12%+7,41213F-HRTimeline
Turning Point Benefit Group, Inc.162,367$8.77M3.77%+99,78313F-HRTimeline
Steward Partners Investment Advisory, L…162,189$8.76M0.04%+7,25213F-HRTimeline
Sanctuary Advisors, LLC157,924$8.53M0.04%-4,04213F-HRTimeline
Kondo Wealth Advisors, Inc.156,917$8.48M2.83%-3,18713F-HRTimeline
Strategic Investment Solutions, Inc. /IL153,038$8.27M1.89%+3,78013F-HRTimeline
Certified Advisory Corp152,878$8.26M0.67%-50513F-HRTimeline
Bank of New Hampshire152,510$8.24M1.72%+14,35613F-HRTimeline
Perigon Wealth Management, LLC152,495$8.24M0.13%+13,24513F-HRTimeline
Financial Engines Advisors L.L.C.152,208$8.22M0.01%+6,03213F-HRTimeline
J. Mark Nickell & Co.152,164$8.22M6.56%+3,78113F-HRTimeline
Clarity Asset Management, Inc.151,479$8.18M4.01%+8,51013F-HRTimeline