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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

639 managers (645 13F filers) reported a position in DFIV shares at 2025-03-31, 212,408,531 shares in all. 69 filers opened a position and 18 filers sold out during the quarter.

Managers
639
13F filers
645
New
69
Added
271
Reduced
195
Sold out
18
Shares held by filers
212,408,531

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OMNI 360 Wealth, Inc.105,791$4.16M2.79%+5,50413F-HR/ATimeline
Betterment LLC104,013$4.09M0.01%-8,19113F-HRTimeline
Wealthspire Advisors, LLC103,896$4.09M0.02%-1,28113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…103,563$4.08M0.22%-2013F-HRTimelineGroup
Tilson Financial Group, Inc.102,811$4.05M1.6%+3,85413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC101,592$4M3.11%+4,93913F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC98,654$3.88M3.73%-14313F-HRTimeline
Alpha Advisors, LLC/VA97,868$3.85M3.35%new13F-HRTimeline
Armbruster Capital Management, Inc.97,520$3.84M0.77%-2,52513F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.97,230$3.83M0.89%-35713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC97,120$3.82M0.53%-21713F-HRTimeline
Glass Jacobson Investment Advisors llc107,364$3.81M1.25%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96,777$3.81M0.12%-5,48413F-HRTimelineGroup
Avior Wealth Management, LLC94,916$3.74M0.14%+63513F-HRTimeline
Graver Capital Management, LLC93,794$3.69M3.76%+3,54613F-HRTimeline
Addison Advisors LLC93,290$3.67M1%+3,19713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP92,905$3.66M0.05%+7,67813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC92,771$3.65M3.78%-20913F-HRTimeline
Burk Holdings LLC91,166$3.59M2.71%+16,18613F-HRTimeline
Investmark Advisory Group LLC90,917$3.58M1.77%-5,71613F-HRTimeline
Mattern Wealth Management LLC89,351$3.52M0.78%+9,77013F-HRTimeline
KELLY FINANCIAL GROUP LLC88,914$3.5M1.09%-36813F-HRTimeline
EVOKE WEALTH, LLC88,867$3.5M0.09%+75,67213F-HRTimeline
Advisory Alpha, LLC88,604$3.49M0.12%-2,91713F-HR/ATimeline
Bedel Financial Consulting, Inc.85,355$3.47M0.5%+2,12513F-HRTimeline
AWM CAPITAL, LLC85,671$3.37M0.39%-96813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management84,729$3.33M0.05%new13F-HRTimelineGroup
TruNorth Capital Management, LLC84,568$3.33M0.83%-46113F-HRTimeline
Symmetry Partners, LLC83,430$3.28M0.46%-3,12913F-HRTimeline
FMB WEALTH MANAGEMENT82,807$3.26M1.8%-65813F-HRTimeline
Sanctuary Advisors, LLC78,034$3.07M0.02%+2,59013F-HRTimeline
CVA Family Office, LLC77,480$3.05M0.47%-78213F-HRTimeline
Fund Evaluation Group, LLC76,525$3.01M0.13%+2613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC75,786$2.98M1.87%-1,40113F-HRTimeline
L.K. Benson & Company, P.C.75,330$2.97M2.05%+84413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC75,321$2.96M0.4%-3,28613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…80,663$2.96M1.21%+2,72313F-HRTimeline
Pillar Financial Advisors, LLC74,331$2.93M2.18%-29113F-HRTimeline
CWM, LLCin group CWM, LLC73,388$2.89M0.01%-3013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC73,353$2.89M0.13%+54,52213F-HRTimeline
Martin Worley Group73,114$2.88M1.64%+7,71613F-HRTimeline
Journey Beyond Wealth, LLC72,095$2.84M2.65%+4,37713F-HRTimeline
Adero Partners, LLC72,093$2.84M0.19%+1113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,303$2.81M0.02%013F-HRTimelineGroup
Aerodigm Wealth, LLC71,245$2.8M1.56%-14913F-HRTimeline
Corus Family Wealth Advisors70,901$2.79M1.91%+7,51213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.69,379$2.73M0.04%-33713F-HRTimelineGroup
AG Asset Advisory, LLC67,837$2.67M2.74%+6,40113F-HRTimeline
Aegis Wealth Management LLC67,764$2.67M1.57%-19513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC66,700$2.63M<0.01%new13F-HRTimeline
LexAurum Advisors, LLC65,732$2.59M0.5%+2,05613F-HRTimeline
Lakeshore Financial Planning, Inc.64,957$2.56M1.06%-140,47213F-HRTimeline
Robertson Stephens Wealth Management, L…64,278$2.53M0.09%+1713F-HRTimeline
Allegiance Financial Group Advisory Ser…63,503$2.5M0.76%-6,22013F-HRTimeline
Private Advisor Group, LLC62,799$2.47M0.01%+17113F-HRTimeline
VANCE WEALTH, LLC62,690$2.47M0.93%+11,94913F-HRTimeline
Aviance Capital Partners, LLC62,172$2.45M0.34%+3,34813F-HRTimeline
Kaufman Rossin Wealth, LLC62,145$2.45M1.75%-12413F-HRTimeline
Family CFO Inc61,860$2.43M1.34%+13613F-HRTimeline
Cresset Asset Management, LLC61,715$2.43M0.01%+1,96813F-HRTimeline
Herold Advisors, Inc.61,691$2.43M0.53%+10,83013F-HRTimeline
Financial Synergies Wealth Advisors, In…60,705$2.39M0.29%+59413F-HRTimeline
Freedom Investment Management, Inc.60,663$2.39M0.2%-95013F-HRTimeline
SwitchPoint Financial Planning, LLC60,042$2.36M2.24%+14913F-HRTimeline
Per Stirling Capital Management, LLC.59,623$2.35M0.34%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp59,241$2.33M0.01%-1,67213F-HRTimelineGroup
Atria Investments, Inc58,356$2.3M0.03%-52713F-HRTimeline
CLG LLC57,456$2.26M0.78%+1,23413F-HRTimeline
Trademark Financial Management, LLC54,186$2.13M1.63%+40,10013F-HRTimeline
Interchange Capital Partners, LLC53,623$2.11M0.59%new13F-HRTimeline
Pacific Asset Management, LLC53,349$2.1M1.88%+4213F-HRTimeline
Verum Partners LLC53,025$2.09M0.56%-60713F-HRTimeline
ARK & TLK INVESTMENTS, LLC52,501$2.07M0.73%+3,08413F-HRTimeline
Beckerman Institutional, LLC51,901$2.04M1.48%+18,93713F-HRTimeline
Diversified Portfolios, Inc.51,369$2.02M0.21%-4,15113F-HRTimeline
Advisory Services Network, LLC51,151$2.01M0.04%+23,07413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV52,649$2.01M1.05%-2,79413F-HRTimeline
Aurelius Family Office LLC50,326$1.98M1%-1,46713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV49,006$1.93M0.55%+2113F-HRTimeline
Hippocratic Financial Advisors, LLC48,855$1.92M1.14%+17813F-HRTimeline
City State Bank46,653$1.84M0.61%+5,66013F-HRTimeline
Lodestone Wealth Management LLC45,660$1.8M0.96%-58713F-HRTimeline
JFS WEALTH ADVISORS, LLC44,780$1.76M0.12%+31813F-HRTimeline
Trace Wealth Advisors, LLC44,424$1.75M1.56%+1,12013F-HRTimeline
MAI Capital Management44,110$1.74M0.01%+2,94413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC44,065$1.73M0.02%+54413F-HRTimeline
Cloud Capital Management, LLC43,705$1.72M1.22%13F-HRTimeline
Jentner Corp43,241$1.7M0.51%-11,11913F-HRTimeline
NewEdge Advisors, LLC43,059$1.69M0.01%-4,70413F-HRTimeline
Embree Financial Group42,682$1.68M0.28%+23,83613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC42,523$1.67M0.05%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,469$1.63M0.01%+14,16913F-HRTimeline
Krilogy Financial LLC41,154$1.62M0.1%+1613F-HRTimeline
American Investment Services, Inc.41,133$1.62M0.28%013F-HRTimeline
Zhang Financial LLC41,008$1.61M0.09%+26,89213F-HRTimeline
BWM Planning, LLC40,979$1.61M0.68%013F-HRTimeline
QUARRY HILL ADVISORS, LLC40,903$1.61M1.05%013F-HRTimeline
Legacy Financial Advisors, Inc.40,791$1.61M0.27%+7,53713F-HRTimeline
CSS LLC/IL40,350$1.59M0.11%new13F-HRTimeline
Strata Wealth Advisors, LLC40,072$1.58M0.49%+7,32313F-HRTimeline
JMG Financial Group, Ltd.39,541$1.56M0.05%-1,43013F-HRTimeline
Vantage Point Financial LLC39,400$1.55M0.78%+4,86813F-HRTimeline
Applied Capital LLC38,926$1.53M0.75%013F-HRTimeline
LJI Wealth Management, LLC37,727$1.48M0.3%+3,09613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,349$1.48M0.14%+2,75913F-HR/ATimeline
TFO Wealth Partners, LLC37,182$1.46M0.29%-2,70213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding36,720$1.45M-9,197Timeline
Heritage Wealth Management, Inc./Texas36,383$1.43M0.83%-5,63613F-HRTimeline
Seven Springs Wealth Group, LLC36,174$1.42M0.51%-3,17613F-HRTimeline
Parkworth Wealth Management, Inc.35,856$1.41M1.13%+24413F-HRTimeline
Kraft, Davis & Associates, LLC35,768$1.41M0.45%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC35,719$1.41M1.05%-13,07113F-HRTimeline
SOL Capital Management CO35,300$1.39M0.15%+2,31013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC34,713$1.37M1.5%013F-HRTimeline
Quantinno Capital Management LP34,254$1.35M0.01%+2,14813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,962$1.3M<0.01%+4,29613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.32,701$1.29M0.16%+1,91613F-HRTimeline
PEOPLES BANK /OH32,417$1.28M0.84%new13F-HRTimeline
Cherry Tree Wealth Management, LLC32,205$1.27M0.31%-213F-HRTimeline
&PARTNERS31,852$1.26M0.01%new13F-HRTimeline
Nautilus Advisors LLC30,967$1.22M1.01%+4,95513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC30,690$1.21M0.48%-18113F-HRTimeline
Janney Montgomery Scott LLC29,960$1.18M<0.01%+2,52913F-HRTimeline
OneDigital Investment Advisors LLC29,634$1.17M0.01%-27213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC29,350$1.16M0.31%-1,21413F-HRTimeline
Arcadia Wealth Management, LLC29,154$1.15M0.57%+97613F-HRTimeline
Lutz Financial Services LLC28,558$1.12M0.09%013F-HRTimeline
COMERICA BANK28,248$1.11M<0.01%+1,86813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC28,247$1.11M0.3%+11,51213F-HRTimeline
Global Trust Asset Management, LLC27,958$1.1M0.67%-8,04813F-HRTimeline
25 LLC27,892$1.1M0.45%-313F-HRTimeline
Greenspring Advisors, LLC27,611$1.09M0.26%+6,93413F-HRTimeline
Berger Financial Group, Inc27,519$1.08M0.08%+92313F-HRTimeline
Rehmann Capital Advisory Group27,496$1.08M0.07%-86213F-HRTimeline
Chicago Partners Investment Group LLC26,615$1.08M0.04%+9013F-HRTimeline
Valeo Financial Advisors, LLC27,325$1.08M0.03%+31213F-HRTimeline
Foundation Wealth Management, LLC\PA26,869$1.06M0.5%-24013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,346$1.04M0.06%+1,35213F-HRTimeline
Kaye Capital Management26,306$1.04M0.42%+7513F-HRTimeline
McKinley Carter Wealth Services, Inc.26,160$1.03M0.06%-2,47513F-HRTimeline
New Dimensions Wealth Management, LLC26,150$1.03M1.03%13F-HRTimeline
Investment Advisory Group, LLC26,149$1.03M0.34%+2,56113F-HRTimeline
Marcum Wealth, LLC25,479$1M0.09%+6813F-HRTimeline
Optivise Advisory Services LLC25,160$990K0.56%+1,51813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,018$985K<0.01%new13F-HRTimelineGroup
McGrath & Associates, Inc.24,589$968K1.77%-40113F-HRTimeline
Clarity Capital Advisors, LLC24,486$964K0.63%+6813F-HRTimeline
Callan Family Office, LLC24,350$958K0.07%new13F-HRTimeline
Versant Capital Management, Inc24,062$947K0.16%-8,90313F-HRTimeline
Mills Wealth Advisors LLC23,873$940K0.5%-90913F-HRTimeline
Sovereign Financial Group, Inc.23,743$935K0.22%+26813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC23,551$927K0.38%-43113F-HRTimeline
RIVERSEDGE ADVISORS, LLC23,393$921K0.21%-496,03613F-HRTimeline
Prosperity Planning, Inc.23,370$920K0.29%+19813F-HRTimeline
Longview Financial Advisors LLC23,105$909K0.6%-7413F-HRTimeline
Medallion Wealth Advisors, LLC22,645$892K0.41%+10,40513F-HRTimeline
Sunesis Advisors, LLC22,653$892K0.48%013F-HRTimeline
Clark Asset Management, LLC22,552$888K0.15%+2,07413F-HRTimeline
World Investment Advisors22,532$887K0.02%+4,65713F-HRTimeline
CogentBlue Wealth Advisors, LLC22,505$886K0.78%-1,92313F-HRTimeline
RB Capital Management, LLC21,959$864K0.21%+1,24113F-HRTimeline
D.A. DAVIDSON & CO.21,941$864K0.01%+40013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC21,851$860K0.34%013F-HRTimeline
Archvest Wealth Advisors, Inc.21,636$852K0.7%+4,21513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,552$848K<0.01%-3513F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC21,330$840K0.01%+3,69213F-HRTimeline
Level Financial Advisors21,127$832K0.28%-7313F-HRTimeline
Running Point Capital Advisors, LLC21,092$830K0.26%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,600$811K<0.01%+10,51113F-HRTimelineGroup
Orion Porfolio Solutions, LLC20,599$811K0.01%+6,41313F-HRTimeline
Orion Portfolio Solutions, LLC20,599$811K0.01%+6,41313F-HR/ATimeline
HBW ADVISORY SERVICES LLC20,350$801K0.11%new13F-HRTimeline
Avant Financial Advisors LLC20,080$790K0.72%013F-HRTimeline
JT Stratford LLC19,968$786K0.14%-11,37113F-HRTimeline
Good Life Advisors, LLC19,805$780K0.05%+1,45113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19,675$774K0.56%+1713F-HRTimeline
IFG Advisors, LLC19,608$772K0.15%-38813F-HRTimeline
Wedmont Private Capital20,560$769K0.04%new13F-HRTimeline
First Western Trust Bank19,497$767K0.04%-3,53113F-HRTimeline
Ellenbecker Investment Group19,179$755K0.14%-60013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,821$741K<0.01%+10,10413F-HRTimelineGroup
FUTURE YOU WEALTH LLC18,775$739K0.47%013F-HRTimeline
Mustard Seed Financial, LLC18,620$733K0.59%-97813F-HRTimeline
FMR LLCin group FMR LLC18,538$730K<0.01%-29413F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC18,350$722K0.49%+1,73913F-HRTimeline
NWAM LLC18,343$722K0.06%-1,43913F-HRTimeline
FinDec Wealth Services, Inc.18,257$719K0.71%-143,96713F-HRTimeline
Smartleaf Asset Management LLC17,833$708K0.07%+1,53313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,749$699K0.47%+1,14513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT17,709$697K0.01%+1,41313F-HRTimeline
PrairieView Partners, LLC17,700$696K0.07%+1,24513F-HRTimeline
Able Wealth Management LLC17,500$689K0.41%+63513F-HRTimeline
Valued Wealth Advisors LLC17,367$684K0.41%-13313F-HRTimeline
Turning Point Benefit Group, Inc.19,489$681K0.64%+9,36313F-HRTimeline
Nicholas Hoffman & Company, LLC.17,255$679K0.03%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
MONTAG A & ASSOCIATES INC17,152$675K0.03%+5813F-HRTimeline
Archer Investment Management, LLC17,131$674K0.47%-34013F-HRTimeline
MB Generational Wealth, LLC17,124$674K0.5%-17713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.17,059$671K0.28%+9,22713F-HRTimeline
RFG Advisory, LLC16,930$666K0.02%-53,88413F-HRTimeline