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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

686 managers (694 13F filers) reported a position in DFIV shares at 2025-06-30, 246,964,005 shares in all. 68 filers opened a position and 18 filers sold out during the quarter.

Managers
686
13F filers
694
New
68
Added
303
Reduced
197
Sold out
18
Shares held by filers
246,964,005

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cambridge Financial Group, LLC109,832$4.7M1.77%+45213F-HRTimeline
Alpha Advisors, LLC/VA109,017$4.67M4%+11,14913F-HRTimeline
Strategic Investment Solutions, Inc. /IL109,009$4.67M1.41%-47,42713F-HRTimeline
LAM GROUP, INC.108,418$4.64M3.1%-2,07513F-HRTimeline
Betterment LLC108,376$4.64M0.01%+4,36313F-HRTimeline
Compass Financial Group, Inc.106,838$4.58M2.29%-64913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management105,355$4.51M0.06%+20,62613F-HRTimelineGroup
Wealthspire Advisors, LLC105,007$4.5M0.03%+1,11113F-HRTimeline
Sterling Wealth Management, Inc.104,199$4.46M1.52%13F-HRTimeline
Blue Oak Capital, LLC103,917$4.45M2.34%-18,08413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding102,883$4.41M+33,504Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC101,335$4.34M2.9%-25713F-HRTimeline
Armbruster Capital Management, Inc.100,645$4.31M0.78%+3,12513F-HRTimeline
OMNI 360 Wealth, Inc.100,535$4.31M2.67%-5,25613F-HR/ATimeline
Graver Capital Management, LLC100,086$4.29M3.79%+6,29213F-HRTimeline
Porter White Investment Advisors, Inc.99,571$4.26M1.99%-11,11013F-HRTimeline
Tilson Financial Group, Inc.98,687$4.23M1.59%-4,12413F-HRTimeline
Avior Wealth Management, LLC98,486$4.22M0.15%+3,57013F-HRTimeline
Del-Sette Capital Management, LLC97,868$4.19M2.91%-16,52313F-HRTimeline
Sculati Wealth Management, LLC97,232$4.16M1.56%+88,17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96,828$4.15M0.15%+5113F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC96,488$4.13M3.57%-2,16613F-HRTimeline
KELLY FINANCIAL GROUP LLC96,365$4.13M1.19%+7,45113F-HRTimeline
EVOKE WEALTH, LLC95,519$4.09M0.1%+6,65213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC94,322$4.04M0.51%-2,79813F-HRTimeline
Advisory Alpha, LLC93,526$4.01M0.12%+4,92213F-HRTimeline
Verum Partners LLC92,913$3.98M0.92%+39,88813F-HRTimeline
Burk Holdings LLC92,670$3.97M2.49%+1,50413F-HRTimeline
Addison Advisors LLC92,500$3.96M0.99%-79013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC91,476$3.92M3.53%-1,29513F-HRTimeline
CWM, LLCin group CWM, LLC89,666$3.84M0.01%+16,27813F-HRTimelineGroup
Investmark Advisory Group LLC88,026$3.77M1.77%-2,89113F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.87,582$3.75M0.94%-9,64813F-HRTimeline
AWM CAPITAL, LLC85,807$3.68M0.39%+13613F-HRTimeline
Bedel Financial Consulting, Inc.85,441$3.66M0.5%+8613F-HRTimeline
Per Stirling Capital Management, LLC.85,411$3.66M0.48%+25,78813F-HRTimeline
Journey Beyond Wealth, LLC83,755$3.59M3.03%+11,66013F-HRTimeline
TruNorth Capital Management, LLC83,667$3.58M0.8%-90113F-HRTimeline
Ariadne Wealth Management, LP79,107$3.58M1.71%-39,12713F-HRTimeline
Private Advisor Group, LLC82,876$3.55M0.02%+20,07713F-HRTimeline
FMB WEALTH MANAGEMENT82,693$3.54M1.69%-11413F-HRTimeline
Martin Worley Group81,944$3.51M1.72%+8,83013F-HRTimeline
Symmetry Partners, LLC80,523$3.45M0.42%-2,90713F-HRTimeline
CVA Family Office, LLC77,480$3.32M0.47%013F-HRTimeline
Sanctuary Advisors, LLC76,991$3.3M0.02%-1,04313F-HRTimeline
L.K. Benson & Company, P.C.76,164$3.26M2%+83413F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC75,786$3.25M1.97%013F-HRTimeline
Pillar Financial Advisors, LLC74,252$3.18M2.2%-7913F-HRTimeline
Corus Family Wealth Advisors73,556$3.15M2.23%+2,65513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC73,139$3.13M0.39%-2,18213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…72,438$3.1M1.19%-8,22513F-HRTimeline
InTrack Investment Management Inc72,011$3.08M2.07%new13F-HRTimeline
Aviance Capital Partners, LLC71,554$3.06M0.4%+9,38213F-HRTimeline
AG Asset Advisory, LLC71,529$3.06M2.66%+3,69213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,067$3.04M0.02%-23613F-HRTimelineGroup
Aerodigm Wealth, LLC70,489$3.02M1.45%-75613F-HRTimeline
Merit Financial Group, LLC70,189$3.01M0.03%new13F-HRTimeline
Avidian Wealth Enterprises, LLC70,079$3M0.12%-3,27413F-HRTimeline
LexAurum Advisors, LLC66,359$2.84M0.45%+62713F-HRTimeline
Lakeshore Financial Planning, Inc.64,988$2.78M1.12%+3113F-HRTimeline
McKinley Carter Wealth Services, Inc.63,499$2.72M0.15%+37,33913F-HRTimeline
Allegiance Financial Group Advisory Ser…63,349$2.71M0.72%-15413F-HRTimeline
Beckerman Institutional, LLC63,204$2.71M1.8%+11,30313F-HRTimeline
Robertson Stephens Wealth Management, L…62,879$2.69M0.09%-1,39913F-HRTimeline
Family CFO Inc62,850$2.69M1.35%+99013F-HRTimeline
Aegis Wealth Management LLC67,764$2.67M1.6%013F-HRTimeline
Freedom Investment Management, Inc.61,760$2.65M0.21%+1,09713F-HRTimeline
Financial Engines Advisors L.L.C.61,221$2.62M0.01%-51,22213F-HRTimeline
Financial Synergies Wealth Advisors, In…60,908$2.61M0.28%+20313F-HRTimeline
SwitchPoint Financial Planning, LLC60,782$2.6M2.13%+74013F-HRTimeline
Quantinno Capital Management LP60,267$2.58M0.01%+26,01313F-HRTimeline
Kraft, Davis & Associates, LLC58,750$2.57M0.7%+22,98213F-HRTimeline
Kaufman Rossin Wealth, LLC59,841$2.56M1.62%-2,30413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp59,229$2.54M0.01%-1213F-HRTimelineGroup
Fund Evaluation Group, LLC58,819$2.52M0.1%-17,70613F-HRTimeline
CLG LLC58,395$2.5M0.78%+93913F-HRTimeline
Diversified Portfolios, Inc.58,369$2.5M0.24%+7,00013F-HRTimeline
Herold Advisors, Inc.57,762$2.47M0.52%-3,92913F-HRTimeline
Advisory Services Network, LLC56,793$2.44M0.04%+5,64213F-HRTimeline
Strathmore Capital Advisors, Inc.55,785$2.43M1.07%13F-HRTimeline
Pettinga Financial Advisors LLC56,569$2.42M0.53%+47,50913F-HRTimeline
Hippocratic Financial Advisors, LLC56,170$2.41M1.29%+7,31513F-HRTimeline
FLOW TRADERS U.S. LLC55,527$2.38M0.09%new13F-HRTimeline
Cresset Asset Management, LLC55,360$2.37M0.01%-6,35513F-HR/ATimeline
M Holdings Securities, Inc.55,314$2.37M0.41%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.54,980$2.35M0.01%+13,51113F-HRTimeline
City State Bank54,688$2.34M0.73%+8,03513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV52,092$2.32M1.09%-55713F-HRTimeline
&PARTNERS53,440$2.3M0.02%+21,58813F-HRTimeline
Interchange Capital Partners, LLC53,623$2.3M0.53%013F-HR/ATimeline
VANCE WEALTH, LLC52,246$2.24M0.75%-10,44413F-HRTimeline
IFP Advisors, Inc50,929$2.18M0.06%+37,93513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC50,565$2.17M0.56%+21,21513F-HRTimeline
Pacific Asset Management, LLC50,381$2.16M1.74%-2,96813F-HRTimeline
MAI Capital Management49,986$2.14M0.01%+5,87613F-HRTimeline
Aurelius Family Office LLC49,551$2.12M1%-77513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV48,633$2.08M0.51%-37313F-HRTimeline
ARK & TLK INVESTMENTS, LLC46,493$1.99M0.64%-6,00813F-HRTimeline
Strata Wealth Advisors, LLC45,787$1.96M0.54%+5,71513F-HRTimeline
Lodestone Wealth Management LLC45,487$1.95M0.95%-17313F-HRTimeline
Bank of New Hampshire45,026$1.93M0.48%new13F-HRTimeline
Cloud Capital Management, LLC44,308$1.92M1.2%+60313F-HRTimeline
Red Tortoise LLC44,851$1.92M0.94%+37,56313F-HRTimeline
Trace Wealth Advisors, LLC44,424$1.9M1.55%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC44,173$1.89M0.02%+10813F-HRTimeline
JFS WEALTH ADVISORS, LLC43,955$1.88M0.12%-82513F-HRTimeline
NewEdge Advisors, LLC42,241$1.81M0.01%-81813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,972$1.8M0.04%-55113F-HRTimeline
Legacy Financial Advisors, Inc.41,944$1.8M0.28%+1,15313F-HRTimeline
Krilogy Financial LLC41,251$1.77M0.1%+9713F-HRTimeline
LJI Wealth Management, LLC41,013$1.76M0.31%+3,28613F-HRTimeline
BWM Planning, LLC40,979$1.76M0.6%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,400$1.73M<0.01%-26,30013F-HRTimeline
CSS LLC/IL40,350$1.73M0.11%013F-HRTimeline
JMG Financial Group, Ltd.40,031$1.71M0.05%+49013F-HRTimeline
QUARRY HILL ADVISORS, LLC39,967$1.71M1%-93613F-HRTimeline
Vantage Point Financial LLC39,737$1.7M0.75%+33713F-HRTimeline
Zhang Financial LLC39,205$1.68M0.08%-1,80313F-HRTimeline
Triangle Securities Wealth Management39,043$1.67M0.41%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PEOPLES BANK /OH38,995$1.67M1.03%+6,57813F-HRTimeline
Applied Capital LLC38,926$1.67M0.73%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,817$1.66M<0.01%+18,21713F-HRTimelineGroup
TFO Wealth Partners, LLC38,617$1.65M0.29%+1,43513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,608$1.65M0.14%+1,25913F-HRTimeline
Janney Montgomery Scott LLC38,515$1.65M<0.01%+8,55513F-HRTimeline
Nautilus Advisors LLC37,990$1.63M1.19%+7,02313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding36,369$1.56M-351Timeline
Valued Wealth Advisors LLC36,235$1.55M0.81%+18,86813F-HRTimeline
American Investment Services, Inc.35,997$1.54M0.39%-5,13613F-HRTimeline
Seven Springs Wealth Group, LLC35,609$1.53M0.38%-56513F-HRTimeline
Parkworth Wealth Management, Inc.35,157$1.51M1.09%-69913F-HRTimeline
Ballentine Partners, LLC34,870$1.49M0.02%+20,84713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC34,713$1.49M1.5%013F-HRTimeline
Curi Capital, LLC34,336$1.47M0.03%+25,88513F-HRTimeline
SOL Capital Management CO34,180$1.46M0.14%-1,12013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,066$1.46M0.01%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC34,014$1.46M0.33%+5,76713F-HRTimeline
Arcadia Wealth Management, LLC32,206$1.38M0.6%+3,05213F-HRTimeline
Cherry Tree Wealth Management, LLC31,996$1.37M0.32%-20913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,827$1.36M<0.01%-1,13513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.31,499$1.35M0.16%-1,20213F-HRTimeline
Investment Advisory Group, LLC31,169$1.33M0.4%+5,02013F-HRTimeline
Heritage Wealth Management, Inc./Texas30,830$1.32M0.66%-5,55313F-HRTimeline
OneDigital Investment Advisors LLC30,087$1.29M0.01%+45313F-HRTimeline
FMR LLCin group FMR LLC29,764$1.27M<0.01%+11,22613F-HRTimelineGroup
Medallion Wealth Advisors, LLC29,704$1.27M0.49%+7,05913F-HRTimeline
Lutz Financial Services LLC28,558$1.22M0.09%013F-HRTimeline
COMERICA BANK28,519$1.22M<0.01%+27113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,313$1.21M0.44%-2,37713F-HRTimeline
Sovereign Financial Group, Inc.28,303$1.21M0.25%+4,56013F-HRTimeline
Foundation Wealth Management, LLC\PA28,244$1.21M0.52%+1,37513F-HRTimeline
Valeo Financial Advisors, LLC28,205$1.21M0.03%+88013F-HR/ATimeline
Chicago Partners Investment Group LLC27,055$1.21M0.03%+44013F-HRTimeline
25 LLC28,126$1.2M0.44%+23413F-HRTimeline
New Dimensions Wealth Management, LLC27,933$1.2M1.09%+1,78313F-HRTimeline
Turning Point Benefit Group, Inc.27,932$1.2M0.91%+8,44313F-HRTimeline
Berger Financial Group, Inc27,877$1.19M0.08%+35813F-HRTimeline
Rehmann Capital Advisory Group27,704$1.19M0.07%+20813F-HRTimeline
SUTTON PLACE INVESTORS LLC27,109$1.16M0.7%+8,75913F-HRTimeline
Optivise Advisory Services LLC26,720$1.14M0.58%+1,56013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC26,517$1.14M0.78%-9,20213F-HRTimeline
Dorsey & Whitney Trust CO LLC26,508$1.14M0.06%+16213F-HRTimeline
World Investment Advisors26,236$1.12M0.03%+3,70413F-HRTimeline
Simplicity Wealth,LLC25,898$1.11M0.05%+13,03013F-HRTimeline
McGrath & Associates, Inc.25,310$1.08M1.77%+72113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.24,853$1.06M0.42%+7,79413F-HRTimeline
Clarity Capital Advisors, LLC24,823$1.06M0.62%+33713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC24,350$1.04M0.03%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\23,786$1.02M<0.01%+2,23413F-HRTimelineGroup
RB Capital Management, LLC23,488$1.01M0.23%+1,52913F-HRTimeline
Accel Wealth Management23,334$999K0.33%+16,02613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC23,131$991K0.36%-42013F-HRTimeline
Longview Financial Advisors LLC23,105$990K0.62%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT22,904$981K0.01%+5,19513F-HRTimeline
Mills Wealth Advisors LLC22,822$977K0.45%-1,05113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,715$973K0.01%+13,17813F-HRTimeline
Prosperity Planning, Inc.22,643$970K0.28%-72713F-HRTimeline
HBW ADVISORY SERVICES LLC22,448$961K0.12%+2,09813F-HRTimeline
Orion Porfolio Solutions, LLC22,022$943K0.01%+1,42313F-HR/ATimeline
Archvest Wealth Advisors, Inc.22,015$943K0.82%+37913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC21,851$936K0.33%013F-HRTimeline
CogentBlue Wealth Advisors, LLC21,829$935K0.72%-67613F-HRTimeline
PrairieView Partners, LLC21,708$929K0.09%+4,00813F-HRTimeline
Jentner Corp21,328$913K0.24%-21,91313F-HRTimeline
Running Point Capital Advisors, LLC21,092$903K0.25%013F-HRTimeline
Level Financial Advisors20,981$899K0.28%-14613F-HRTimeline
D.A. DAVIDSON & CO.20,926$896K0.01%-1,01513F-HRTimeline
Wedmont Private Capital20,575$895K0.04%+1513F-HRTimeline
Clark Asset Management, LLC20,538$880K0.12%-2,01413F-HRTimeline
TOWNSQUARE CAPITAL LLC20,497$878K0.09%-83313F-HRTimeline
Versant Capital Management, Inc20,461$876K0.13%-3,60113F-HRTimeline
Avant Financial Advisors LLC20,080$860K0.71%013F-HRTimeline
Asset Dedication, LLC20,073$860K0.06%+4,09113F-HRTimeline
Good Life Advisors, LLC19,966$855K0.05%+16113F-HRTimeline
Parallel Advisors, LLC19,850$850K0.02%+9,66413F-HRTimeline
Atria Investments, Inc19,779$847K0.01%-38,57713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19,756$846K0.54%+8113F-HRTimeline
Beacon Financial Advisory LLC19,547$837K0.22%+5,30513F-HRTimeline
First Western Trust Bank19,497$835K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,450$833K0.02%new13F-HRTimelineGroup