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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

601 managers (606 13F filers) reported a position in DFIV shares at 2024-12-31, 200,782,035 shares in all. 34 filers opened a position and 28 filers sold out during the quarter.

Managers
601
13F filers
606
New
34
Added
265
Reduced
141
Sold out
28
Shares held by filers
200,782,035

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Moisand Fitzgerald Tamayo, LLC97,337$3.45M0.49%-7413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC96,653$3.43M2.62%-51113F-HRTimeline
Investmark Advisory Group LLC96,633$3.43M1.68%+3,41713F-HRTimeline
Avior Wealth Management, LLC94,281$3.35M0.12%+4,31313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC92,980$3.3M3.34%13F-HRTimeline
Advisory Alpha, LLC91,521$3.25M0.12%+5,95613F-HRTimeline
Graver Capital Management, LLC90,248$3.2M3.35%13F-HRTimeline
Addison Advisors LLC90,093$3.2M0.89%+4,11913F-HRTimeline
KELLY FINANCIAL GROUP LLC89,282$3.17M1.13%13F-HRTimeline
Bedel Financial Consulting, Inc.83,230$3.12M0.43%+3,28813F-HRTimeline
AWM CAPITAL, LLC86,639$3.07M0.38%+65113F-HRTimeline
Symmetry Partners, LLC86,559$3.07M0.44%+2,81513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC86,447$3.07M<0.01%+6,01613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP85,227$3.02M0.04%-6,70813F-HRTimeline
TruNorth Capital Management, LLC85,029$3.02M0.82%-1,92113F-HRTimeline
FMB WEALTH MANAGEMENT83,465$2.96M1.67%-25813F-HRTimeline
Sanctuary Advisors, LLC75,444$2.83M0.02%+1,67313F-HRTimeline
Mattern Wealth Management LLC79,581$2.82M0.62%-1,86513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC78,607$2.79M0.36%+1,77913F-HRTimeline
CVA Family Office, LLC78,262$2.78M0.44%+32,50013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…77,940$2.77M1.09%-50913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC77,187$2.74M1.81%13F-HRTimeline
Fund Evaluation Group, LLC76,499$2.71M0.13%+7313F-HRTimeline
Burk Holdings LLC74,980$2.66M2.15%13F-HRTimeline
Pillar Financial Advisors, LLC74,622$2.65M2.03%13F-HRTimeline
L.K. Benson & Company, P.C.74,486$2.64M1.86%13F-HRTimeline
CWM, LLCin group CWM, LLC73,418$2.6M0.01%-30,52213F-HRTimelineGroup
Adero Partners, LLC72,082$2.56M0.16%-22113F-HRTimeline
Aerodigm Wealth, LLC71,394$2.53M1.51%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,303$2.53M0.02%013F-HRTimelineGroup
RFG Advisory, LLC70,814$2.51M0.07%-1,22013F-HRTimeline
Allegiance Financial Group Advisory Ser…69,723$2.47M0.8%+98013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.69,716$2.47M0.03%-1,87713F-HRTimelineGroup
Aegis Wealth Management LLC67,959$2.41M1.63%13F-HRTimeline
Journey Beyond Wealth, LLC67,718$2.4M2.26%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV67,500$2.39M0.71%+39,93413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,158$2.35M0.01%+1,52713F-HR/ATimelineGroup
Martin Worley Group65,398$2.32M1.45%13F-HRTimeline
Robertson Stephens Wealth Management, L…64,261$2.28M0.08%+5213F-HRTimeline
LexAurum Advisors, LLC63,676$2.26M0.45%+6,85113F-HRTimeline
Family Legacy, Inc.62,979$2.26M0.76%+7,29913F-HRTimeline
Corus Family Wealth Advisors63,389$2.25M1.51%+2,51913F-HRTimeline
Private Advisor Group, LLC62,628$2.22M0.01%-54,07613F-HRTimeline
Kaufman Rossin Wealth, LLC62,269$2.21M2.27%13F-HRTimeline
Family CFO Inc61,724$2.19M1.21%+7,60313F-HRTimeline
Freedom Investment Management, Inc.61,613$2.19M0.18%+70713F-HRTimeline
AG Asset Advisory, LLC61,436$2.18M2.17%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp60,913$2.16M0.01%-21913F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…60,111$2.13M0.26%+1,79213F-HRTimeline
SwitchPoint Financial Planning, LLC59,893$2.12M2.03%13F-HRTimeline
Cresset Asset Management, LLC59,747$2.12M0.01%-19,05513F-HRTimeline
MATHER GROUP, LLC.59,030$2.09M0.03%+92013F-HRTimeline
Atria Investments, Inc58,883$2.09M0.03%+3,58013F-HRTimeline
Aviance Capital Partners, LLC58,824$2.09M0.29%+1,21013F-HRTimeline
Strathmore Capital Advisors, Inc.56,262$2M1.45%13F-HRTimeline
CLG LLC56,222$1.99M0.71%13F-HRTimeline
Diversified Portfolios, Inc.55,520$1.97M0.21%+1,40013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV55,443$1.97M0.77%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,927$1.95M0.08%+52,13913F-HRTimelineGroup
Jentner Corp54,360$1.93M0.56%-14513F-HRTimeline
Verum Partners LLC53,632$1.9M0.55%+7,34913F-HRTimeline
Pacific Asset Management, LLC53,307$1.89M1.78%13F-HRTimeline
Aurelius Family Office LLC51,793$1.84M0.93%13F-HRTimeline
Herold Advisors, Inc.50,861$1.8M0.39%+4,25513F-HRTimeline
VANCE WEALTH, LLC50,741$1.8M0.7%+7,59413F-HRTimeline
ARK & TLK INVESTMENTS, LLC49,417$1.75M0.61%+6613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV48,985$1.74M0.47%+76013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC48,790$1.73M1.44%-26,47413F-HRTimeline
Hippocratic Financial Advisors, LLC48,677$1.73M1.2%13F-HRTimeline
Legacy CG, LLC48,670$1.73M0.53%+26,61713F-HRTimeline
NewEdge Advisors, LLC47,763$1.69M0.01%+4,68313F-HRTimeline
MN Wealth Advisors, LLC46,912$1.66M0.94%+2,06113F-HRTimeline
Lodestone Wealth Management LLC46,247$1.64M0.82%-12213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding45,917$1.63M-9,796Timeline
JFS WEALTH ADVISORS, LLC44,462$1.58M0.11%-6513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC43,521$1.54M0.02%+20,83213F-HRTimeline
Trace Wealth Advisors, LLC43,304$1.54M1.38%13F-HRTimeline
Heritage Wealth Management, Inc./Texas42,019$1.49M0.88%-1,07913F-HRTimeline
MAI Capital Management41,166$1.46M0.01%-5,26813F-HRTimeline
Krilogy Financial LLC41,138$1.46M0.1%+4613F-HRTimeline
American Investment Services, Inc.41,133$1.46M0.26%013F-HR/ATimeline
City State Bank40,993$1.45M0.51%+66013F-HRTimeline
BWM Planning, LLC40,979$1.45M0.63%013F-HRTimeline
JMG Financial Group, Ltd.40,971$1.45M0.05%-47813F-HRTimeline
QUARRY HILL ADVISORS, LLC40,903$1.45M0.98%-8213F-HRTimeline
TFO Wealth Partners, LLC39,884$1.42M0.67%+14313F-HRTimeline
Seven Springs Wealth Group, LLC39,350$1.4M0.52%-4713F-HRTimeline
Applied Capital LLC38,926$1.38M0.71%013F-HRTimeline
Global Trust Asset Management, LLC36,006$1.28M0.48%-1,10613F-HRTimeline
Parkworth Wealth Management, Inc.35,612$1.26M1.05%13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC34,713$1.23M1.38%13F-HR/ATimeline
LJI Wealth Management, LLC34,631$1.23M0.24%-29013F-HRTimeline
Vantage Point Financial LLC34,532$1.23M0.66%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,590$1.22M0.11%-74713F-HRTimeline
Legacy Financial Advisors, Inc.33,254$1.18M0.2%+4,72413F-HRTimeline
SOL Capital Management CO32,990$1.17M0.13%+61513F-HRTimeline
Beckerman Institutional, LLC32,964$1.17M0.94%+23,64513F-HRTimeline
Versant Capital Management, Inc32,965$1.17M0.25%-3,80813F-HRTimeline
Strata Wealth Advisors, LLC32,749$1.16M0.36%+1,72613F-HRTimeline
Cherry Tree Wealth Management, LLC32,207$1.14M0.28%+3413F-HRTimeline
Quantinno Capital Management LP32,106$1.14M0.01%+4,95213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,651$1.12M<0.01%+1,22113F-HRTimelineGroup
JT Stratford LLC31,339$1.11M0.18%-1,90113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC30,871$1.1M0.43%-67513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,785$1.09M0.14%-17,41313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC30,564$1.08M0.3%+2,98713F-HRTimeline
OneDigital Investment Advisors LLC29,906$1.06M0.01%-57213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,666$1.02M<0.01%+20113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.28,635$1.02M0.06%new13F-HRTimeline
Lutz Financial Services LLC28,558$1.01M0.08%+8613F-HRTimeline
Rehmann Capital Advisory Group28,358$1.01M0.06%+10213F-HRTimeline
Arcadia Wealth Management, LLC28,178$1000K0.51%+14,22913F-HRTimeline
Advisory Services Network, LLC28,077$996K0.02%+9,15213F-HRTimeline
Riggs Capital Management LLC27,960$992K0.97%13F-HRTimeline
25 LLC27,895$990K0.42%+10313F-HRTimeline
Janney Montgomery Scott LLC27,431$973K<0.01%+2,47813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,300$969K0.01%-2,17013F-HRTimeline
Foundation Wealth Management, LLC\PA27,109$962K0.47%13F-HRTimeline
Valeo Financial Advisors, LLC27,013$958K0.03%+50013F-HRTimeline
Chicago Partners Investment Group LLC26,525$950K0.03%+14013F-HRTimeline
Berger Financial Group, Inc26,596$944K0.07%new13F-HRTimeline
COMERICA BANK26,380$936K<0.01%013F-HR/ATimeline
Kaye Capital Management26,231$931K0.42%+20713F-HRTimeline
Nautilus Advisors LLC26,012$923K0.73%13F-HRTimeline
Marcum Wealth, LLC25,411$902K0.08%+19113F-HRTimeline
LRI Investments, LLC25,386$901K0.09%+5413F-HRTimeline
Dorsey & Whitney Trust CO LLC24,994$887K0.05%+3,07113F-HRTimeline
McGrath & Associates, Inc.24,990$887K1.79%13F-HRTimeline
Mills Wealth Advisors LLC24,782$879K0.5%-35013F-HRTimeline
CogentBlue Wealth Advisors, LLC24,428$867K0.76%13F-HRTimeline
Clarity Capital Advisors, LLC24,418$866K0.58%+24113F-HRTimeline
ALLIANCEBERNSTEIN L.P.24,272$861K<0.01%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC23,982$851K0.34%+75913F-HRTimeline
Optivise Advisory Services LLC23,642$839K0.45%+26213F-HRTimeline
Investment Advisory Group, LLC23,588$837K0.28%+8,42413F-HRTimeline
Sovereign Financial Group, Inc.23,475$833K0.19%-1,01113F-HRTimeline
Longview Financial Advisors LLC23,179$822K0.55%13F-HRTimeline
Prosperity Planning, Inc.23,172$822K0.26%-18113F-HRTimeline
First Western Trust Bank23,028$817K0.04%013F-HRTimeline
GTS SECURITIES LLC22,789$809K0.04%new13F-HRTimeline
Sunesis Advisors, LLC22,653$804K0.49%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC21,851$775K0.3%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,587$766K<0.01%+2,30813F-HRTimelineGroup
D.A. DAVIDSON & CO.21,541$764K0.01%+1,23113F-HRTimeline
Elser Financial Planning, Inc21,499$763K0.06%+13,71013F-HRTimeline
Level Financial Advisors21,200$752K0.28%-86213F-HRTimeline
Running Point Capital Advisors, LLC21,092$748K0.26%013F-HRTimeline
RB Capital Management, LLC20,718$735K0.17%+41013F-HRTimeline
Greenspring Advisors, LLC20,677$734K0.16%013F-HRTimeline
Clark Asset Management, LLC20,478$727K0.14%+8,34113F-HRTimeline
Avant Financial Advisors LLC20,080$712K0.65%13F-HRTimeline
IFG Advisors, LLC19,996$709K0.14%+2,63513F-HRTimeline
NWAM LLC19,782$702K0.04%+3013F-HRTimeline
Ellenbecker Investment Group19,779$702K0.13%-1,27213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,662$698K0.03%-30,85113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19,658$697K0.51%13F-HRTimeline
Mustard Seed Financial, LLC19,598$695K0.56%-17713F-HRTimeline
Embree Financial Group18,846$669K0.11%new13F-HRTimeline
FMR LLCin group FMR LLC18,832$668K<0.01%+4,91513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC18,831$668K0.03%new13F-HRTimeline
FUTURE YOU WEALTH LLC18,775$666K0.47%13F-HRTimeline
Lavaca Capital LLC18,717$664K0.29%new13F-HRTimeline
Quadcap Wealth Management, LLC18,694$663K0.1%-1,58413F-HRTimeline
Good Life Advisors, LLC18,354$651K0.05%+56513F-HRTimeline
Clayton Financial Group LLC18,319$650K0.23%-80013F-HRTimeline
World Investment Advisors17,875$634K0.02%+6,75713F-HRTimeline
TOWNSQUARE CAPITAL LLC17,638$626K0.01%+9,45113F-HRTimeline
Valued Wealth Advisors LLC17,500$621K0.39%-15013F-HRTimeline
Archer Investment Management, LLC17,471$620K0.38%13F-HRTimeline
Archvest Wealth Advisors, Inc.17,421$618K0.45%-1,65813F-HRTimeline
MB Generational Wealth, LLC17,301$614K0.45%-14013F-HRTimeline
Nicholas Hoffman & Company, LLC.17,255$612K0.02%-1,58613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
MONTAG A & ASSOCIATES INC17,094$607K0.03%+16113F-HRTimeline
Able Wealth Management LLC16,865$598K0.39%-11013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC16,735$594K0.17%+3,39013F-HRTimeline
CURIO WEALTH, LLC16,730$594K0.32%13F-HRTimeline
SUTTON PLACE INVESTORS LLC16,611$589K0.34%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.16,604$589K0.39%+42413F-HRTimeline
PrairieView Partners, LLC16,455$583K0.06%-1,14413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT16,296$578K0.01%+1,95813F-HRTimeline
Smartleaf Asset Management LLC16,300$577K0.06%013F-HRTimeline
Asset Dedication, LLC15,982$567K0.04%013F-HRTimeline
Americana Partners, LLC15,894$564K0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,635$555K0.02%+17013F-HRTimeline
Mullaney, Keating & Wright, Inc.15,495$550K0.37%+30013F-HRTimeline
Financial Harvest, LLC15,379$546K0.46%13F-HRTimeline
Signal Advisors Wealth, LLC15,351$545K0.06%+16513F-HRTimeline
Ballentine Partners, LLC15,313$543K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,186$539K0.01%+1,34513F-HRTimelineGroup
Quantum Financial Advisors, LLC14,947$530K0.08%-2,23513F-HRTimeline
Tassel Capital Management, Inc.14,817$526K0.47%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,587$518K0.11%+1,74413F-HRTimeline
Capital Investment Advisory Services, L…14,489$514K0.05%+46213F-HRTimeline
Abacus Wealth Partners, LLC14,472$513K0.08%-55613F-HRTimeline
Ironwood Financial, llc14,427$512K0.11%-513F-HRTimeline
Orion Porfolio Solutions, LLC14,186$503K0.01%-16913F-HRTimeline
Orion Portfolio Solutions, LLC14,186$503K0.01%-16913F-HRTimeline
Zhang Financial LLC14,116$501K0.03%+9713F-HRTimeline
Trademark Financial Management, LLC14,086$500K0.4%-25,02113F-HRTimeline
RAM Investment Partners, LLC13,840$491K0.12%+1,60013F-HRTimeline