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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
Sculati Wealth Management, LLC144,983$8.08M2.69%+2,51613F-HRTimeline
Richard Young Associates, Ltd.144,566$7.81M5.19%-1,27713F-HRTimeline
Serenity Investment Advisors134,329$7.76M3.31%+11,29713F-HRTimeline
Winter & Associates, Inc.143,360$7.74M5.82%+56,26113F-HRTimeline
Family Legacy, Inc.140,688$7.6M2.03%-1,06813F-HRTimeline
MATHER GROUP, LLC.139,196$7.52M0.07%+3,09913F-HRTimeline
Accel Wealth Management139,100$7.51M1.69%+20,25713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/138,099$7.46M<0.01%+13,98313F-HRTimelineGroup
Causey Wealth LLC137,253$7.41M2.9%+1,85713F-HRTimeline
Compass Financial Group, Inc.134,097$7.24M3.06%-1,36013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding132,837$7.18M+2,462Timeline
Cordant, Inc.131,839$7.12M2.57%-10,91313F-HRTimeline
VANCE WEALTH, LLC131,564$7.11M1.6%+30,31413F-HRTimeline
Vistica Wealth Advisors, LLC131,563$7.11M6.15%+8,71713F-HRTimeline
Shotwell Rutter Baer Inc131,479$7.1M3.9%-6,63413F-HRTimeline
HMV Wealth Advisors, LLC129,106$6.97M2.72%-2,20113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC126,816$6.85M4.64%-1,34813F-HRTimeline
Larson Financial Group LLC124,700$6.74M0.18%-3,04513F-HRTimeline
Schwallier Wealth Management LLC123,268$6.66M4.21%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC122,747$6.63M0.37%-44113F-HRTimeline
Estate Counselors, LLC122,491$6.62M0.57%+6,76113F-HRTimeline
ATLas Financial Planning LLC122,378$6.61M5.36%+3,77913F-HRTimeline
WHITTIER TRUST CO119,178$6.61M0.06%013F-HRTimeline
Platt Wealth Management LLC121,778$6.58M5.29%+32,85813F-HRTimeline
Alpha Advisors, LLC/VA120,446$6.51M4.89%+6,61013F-HRTimeline
N.E.W. Advisory Services LLC120,406$6.5M0.44%-4,24013F-HRTimeline
Avior Wealth Management, LLC119,975$6.48M0.17%+1,76913F-HRTimeline
Timonier Family Office, LTD.118,605$6.41M1.81%13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC117,382$6.34M0.08%-7,56013F-HRTimeline
Avise Financial Cooperative, Inc.116,967$6.32M4.48%-54013F-HRTimeline
Glass Jacobson Investment Advisors llc116,918$6.32M1.97%-2,77113F-HRTimeline
Sterling Wealth Management, Inc.116,430$6.29M1.56%+22713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…113,778$6.15M0.21%-4,05213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC112,723$6.09M0.04%+8,09213F-HRTimelineGroup
Composition Wealth, LLC111,428$6.02M0.07%-9,10213F-HRTimeline
Valued Retirements, Inc.109,448$5.91M5.31%-1,14313F-HRTimeline
DeLarme Wealth Management, Inc.108,113$5.84M3.39%-3,36113F-HRTimeline
OMNI 360 Wealth, Inc.107,933$5.83M2.69%-11,83013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK107,647$5.82M0.03%+14,88913F-HRTimelineGroup
Advisory Services Network, LLC107,354$5.8M0.07%+32,12213F-HRTimeline
Avidian Wealth Enterprises, LLC107,006$5.78M0.16%+8,66013F-HRTimeline
LAM GROUP, INC.106,938$5.78M2.87%013F-HRTimeline
Wealthspire Advisors, LLC106,405$5.75M0.03%+24,01913F-HRTimeline
Tilson Financial Group, Inc.106,198$5.74M1.58%+4,75513F-HRTimeline
Frankly Finances, LLC105,851$5.72M4.52%013F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC104,480$5.64M0.12%-3,19813F-HRTimelineGroup
FMR LLCin group FMR LLC104,030$5.62M<0.01%+12,55613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management102,520$5.54M0.17%+2,00113F-HRTimelineGroup
Breakwater Capital Group100,377$5.42M0.65%+63113F-HRTimeline
World Investment Advisors101,634$5.36M0.09%+6613F-HRTimeline
Betterment LLC99,071$5.35M0.01%+3,00413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.92,617$5.3M1.03%+3,18613F-HRTimeline
Graver Capital Management, LLC98,123$5.3M3.78%-5,01213F-HRTimeline
KELLY FINANCIAL GROUP LLC97,787$5.28M1.17%+3,60313F-HRTimeline
InTrack Investment Management Inc96,942$5.24M2.6%-2,52413F-HRTimeline
Armbruster Capital Management, Inc.96,770$5.23M0.78%-3,40013F-HRTimeline
CVA Family Office, LLC95,902$5.18M0.47%+4,90713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC94,801$5.12M1.52%+1,94213F-HRTimeline
Porter White Investment Advisors, Inc.94,770$5.12M1.97%-36313F-HRTimeline
Kraft, Davis & Associates, LLC92,056$5.04M1.05%+6,48913F-HRTimeline
Burk Holdings LLC92,852$5.02M1.85%+66913F-HRTimeline
City State Bank92,663$5.01M1.15%+9,29313F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC91,102$4.92M3.65%-2,71513F-HRTimeline
COGENT STRATEGIC WEALTH LLC91,009$4.92M4.69%-14,78413F-HRTimeline
Verum Partners LLC90,310$4.88M0.74%-6613F-HRTimeline
Opus Financial Solutions LLC90,072$4.87M3.92%+11,10813F-HRTimeline
Navigate Wealth Management, LLC87,103$4.85M3.01%+2,55313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC89,682$4.84M0.01%+44,35613F-HRTimelineGroup
Herold Advisors, Inc.89,364$4.82M0.95%+9,20113F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC87,353$4.72M3.08%+23,56613F-HRTimeline
Bedel Financial Consulting, Inc.87,003$4.7M0.45%-41513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC86,870$4.69M0.46%-2,14713F-HRTimeline
TruNorth Capital Management, LLC86,591$4.68M0.75%+3,20313F-HRTimeline
AWM CAPITAL, LLC85,315$4.61M0.37%+26513F-HRTimeline
Investmark Advisory Group LLC85,097$4.6M1.75%+1,60713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC74,425$4.58M3.4%-15,00013F-HRTimeline
NewEdge Wealth, LLC84,584$4.57M0.05%+2,77813F-HRTimeline
Valued Wealth Advisors LLC82,598$4.46M1.62%+713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.81,537$4.4M0.48%+64,71313F-HR/ATimeline
FMB WEALTH MANAGEMENT80,607$4.35M1.6%-54013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding80,473$4.35M+6,337Timeline
Beckerman Institutional, LLC80,389$4.34M2.07%+4,02113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC79,842$4.31M0.64%+37,35813F-HRTimeline
Aviance Capital Partners, LLC79,816$4.31M0.45%+1,69313F-HRTimeline
&PARTNERS79,274$4.31M0.02%-41,21913F-HRTimeline
AG Asset Advisory, LLC79,712$4.31M3.48%+1,01513F-HRTimeline
Hippocratic Financial Advisors, LLC79,531$4.3M1.62%+11,71713F-HRTimeline
Journey Beyond Wealth, LLC79,199$4.28M3.34%-3,26013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…79,142$4.28M0.08%+8,02013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP78,896$4.26M0.03%-1,07613F-HRTimelineGroup
LexAurum Advisors, LLC78,833$4.26M0.49%+2,46513F-HRTimeline
L.K. Benson & Company, P.C.77,970$4.21M1.27%+85713F-HRTimeline
Ariadne Wealth Management, LP76,904$4.15M1.84%-73213F-HRTimeline
HB Wealth Management, LLC76,013$4.11M0.02%+55,04213F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…75,968$4.1M3.22%+1,86313F-HRTimeline
BIP Wealth, LLC75,403$4.07M0.12%+52,60913F-HRTimeline
Prospera Financial Services Inc74,893$4.05M0.06%+6,95913F-HRTimeline
Bleakley Financial Group, LLC74,583$4.03M0.05%-23,95913F-HRTimeline
Corus Family Wealth Advisors74,062$4M2.75%+4,85113F-HRTimeline
Pillar Financial Advisors, LLC73,799$3.99M2.09%-1413F-HRTimeline
Evergreen Wealth Partners LLC73,647$3.98M2.39%+19,57913F-HRTimeline
Per Stirling Capital Management, LLC.73,425$3.97M0.38%+2,36713F-HRTimeline
Symmetry Partners, LLC72,255$3.9M0.2%-1,93713F-HRTimeline
RTD Financial Advisors, Inc.71,869$3.88M0.42%+25,31813F-HRTimeline
Addison Advisors LLC71,289$3.85M1.82%-26,75713F-HRTimeline
Janney Montgomery Scott LLC70,678$3.82M0.01%+8,06113F-HRTimeline
CLG LLC70,648$3.82M0.84%+2,04513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…69,853$3.77M1.12%-16213F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.69,788$3.77M3.08%+31513F-HRTimeline
Baring Financial LLC69,464$3.75M2.07%+1,82113F-HRTimeline
Cambridge Financial Group, LLC69,324$3.74M1.18%-4,60813F-HRTimeline
Aegis Wealth Management LLC67,622$3.65M1.72%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management67,338$3.64M0.04%-44,09513F-HRTimelineGroup
Klingman & Associates, LLC66,339$3.58M0.15%-11813F-HRTimeline
IFP Advisors, Inc66,320$3.58M0.06%+3,31913F-HRTimeline
Lakeshore Financial Planning, Inc.65,342$3.53M1.14%-1,48013F-HRTimeline
Belleair Asset Management, LLC64,588$3.49M2.94%+313F-HRTimeline
Family CFO Inc64,540$3.49M1.34%-6913F-HRTimeline
Aerodigm Wealth, LLC64,310$3.47M1.18%-2,57513F-HRTimeline
Donalies Financial Planning, LLC63,962$3.46M2.55%+1,97713F-HRTimeline
Del-Sette Capital Management, LLC61,605$3.33M1.94%-34,10913F-HRTimeline
NewEdge Advisors, LLC61,277$3.31M0.01%+15,53113F-HRTimeline
Pettinga Financial Advisors LLC61,024$3.3M0.53%+22,03313F-HRTimeline
Financial Synergies Wealth Advisors, In…60,985$3.29M0.28%+41213F-HRTimeline
Robertson Stephens Wealth Management, L…59,609$3.22M0.08%+3013F-HRTimeline
Global Assets Advisory, LLC58,758$3.17M0.69%new13F-HRTimeline
KILNER CAPITAL ADVISORS, LLC57,155$3.17M2.72%+1,53113F-HRTimeline
Private Advisory Group LLC58,400$3.15M0.18%new13F-HRTimeline
Fund Evaluation Group, LLC58,191$3.14M0.08%-65913F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC56,837$3.07M1.2%+12,19313F-HRTimeline
Arax Advisory Partners56,436$3.05M0.02%+54,64913F-HRTimeline
PEOPLES BANK /OH56,160$3.03M1.56%+13,71613F-HRTimeline
SwitchPoint Financial Planning, LLC54,903$2.97M1.71%+53413F-HRTimeline
Clark Asset Management, LLC54,701$2.95M0.23%-4113F-HRTimeline
Mutual Advisors, LLC54,293$2.93M0.06%+2,12113F-HRTimeline
AlphaCore Capital LLC54,289$2.93M0.05%+13,55413F-HRTimeline
Ferguson Johnson Wealth Management Inc53,901$2.91M2.12%+3,79613F-HRTimeline
Strathmore Capital Advisors, Inc.51,222$2.87M0.77%-1,41813F-HRTimeline
JMG Financial Group, Ltd.52,939$2.86M0.07%+5913F-HRTimeline
TIAAgroup of 3 filers holding52,652$2.84M+38,081Timeline
Joel Isaacson & Co., LLC52,635$2.84M0.08%+2,59113F-HRTimeline
Prism Planning Partners LLC52,411$2.83M3%+3,41613F-HRTimeline
McKinley Carter Wealth Services, Inc.51,721$2.79M0.14%-4,93713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC50,807$2.74M0.56%-93013F-HRTimeline
Legacy Financial Advisors, Inc.50,660$2.74M0.33%+1,53213F-HRTimeline
Allegiance Financial Group Advisory Ser…50,059$2.7M0.47%-1,74913F-HRTimeline
Investment Advisory Group, LLC49,974$2.7M0.59%+5,21613F-HRTimeline
McCartney Wealth Management LLC49,342$2.67M2.02%+49013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC49,118$2.65M0.01%+24,81813F-HRTimeline
Triumph Capital Management48,929$2.64M0.48%+4,97213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp48,859$2.64M0.04%+2,74613F-HRTimelineGroup
Asset Dedication, LLC48,542$2.62M0.17%+16,78813F-HRTimeline
Cloud Capital Management, LLC48,515$2.62M0.96%+1,71713F-HRTimeline
Nautilus Advisors LLC46,842$2.6M1.53%+2,66113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.47,333$2.56M0.78%+3,66313F-HRTimeline
Triangle Securities Wealth Management47,252$2.55M0.51%+4,44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Boston Partnersin group Boston Trust Walden Corp46,889$2.53M<0.01%-3,06413F-HRTimelineGroup
Greenspring Advisors, LLC46,092$2.49M0.14%+46613F-HRTimeline
Platform Wealth Management, LLC45,467$2.46M0.9%13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…45,008$2.43M0.2%new13F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV44,911$2.43M0.48%+97213F-HRTimeline
Lodestone Wealth Management LLC44,790$2.42M0.85%-1,43713F-HRTimeline
United Advisor Group, LLC44,663$2.41M0.26%new13F-HRTimeline
Trace Wealth Advisors, LLC44,424$2.4M1.57%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding42,688$2.4M+24,752Timeline
Sage Mountain Advisors LLC44,203$2.39M0.15%013F-HRTimeline
Pacific Asset Management, LLC44,035$2.38M1.17%+49513F-HRTimeline
Steelhead Wealth Management LLC43,739$2.36M0.95%+5,45613F-HRTimeline
Krilogy Financial LLC43,590$2.35M0.07%+1,09013F-HRTimeline
Faithward Advisors, LLC43,144$2.33M0.28%+22,24113F-HRTimeline
Strata Wealth Advisors, LLC43,093$2.33M0.57%+1,16013F-HRTimeline
Freedom Investment Management, Inc.42,025$2.27M0.63%-45113F-HRTimeline
CORE WEALTH ADVISORS, LLC41,968$2.27M1.67%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV41,723$2.25M1.32%new13F-HRTimeline
Valeo Financial Advisors, LLC41,479$2.24M0.05%+12,01813F-HRTimeline
BWM Planning, LLC41,109$2.22M0.51%013F-HRTimeline
Stillwater Private Wealth, LLC38,137$2.21M1.44%new13F-HRTimeline
Sovereign Financial Group, Inc.40,119$2.17M0.33%-86213F-HRTimeline
Medallion Wealth Advisors, LLC40,008$2.16M0.68%+1,80513F-HRTimeline
Zhang Financial LLC39,895$2.16M0.06%+90813F-HRTimeline
QUARRY HILL ADVISORS, LLC39,712$2.15M0.82%013F-HRTimeline
Cornerstone Wealth Management, LLC39,688$2.14M0.09%+2,84213F-HRTimeline
Kaufman Rossin Wealth, LLC38,643$2.12M1.01%-24713F-HRTimeline
APS Management Group, Inc.39,231$2.12M1.63%+6,71213F-HRTimeline
Applied Capital LLC38,926$2.1M0.68%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT38,348$2.07M0.03%new13F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC38,327$2.07M0.51%+4613F-HRTimeline
Odyssey Capital Advisors, Inc.38,234$2.07M1.48%+10,45713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT38,103$2.06M0.01%-56613F-HRTimeline
Aurelius Family Office LLC37,893$2.05M0.81%-1,96013F-HRTimeline
Seven Springs Wealth Group, LLC37,585$2.03M0.44%013F-HRTimeline
Arkadios Wealth Advisors37,334$2.02M0.03%-4,24113F-HRTimeline
Aspirean Wealth, LLC37,308$2.02M1.87%+2,33013F-HRTimeline
JFS WEALTH ADVISORS, LLC36,131$1.95M0.1%+69013F-HRTimeline
Diversified Portfolios, Inc.35,924$1.94M0.14%+12,60713F-HRTimeline
American Investment Services, Inc.35,620$1.92M0.41%013F-HRTimeline
Ballentine Partners, LLC35,020$1.89M0.02%013F-HRTimeline
Global Trust Wealth Management LLC34,790$1.88M1.29%+17,76413F-HRTimeline
Vantage Point Financial LLC34,690$1.87M0.57%+1,68813F-HRTimeline
Washington Trust Advisors, Inc.34,667$1.87M0.14%+37213F-HRTimeline