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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

715 managers (723 13F filers) reported a position in DFIV shares at 2025-09-30, 238,916,146 shares in all. 63 filers opened a position and 21 filers sold out during the quarter.

Managers
715
13F filers
723
New
63
Added
338
Reduced
197
Sold out
21
Shares held by filers
238,916,146

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RF&L WEALTH MANAGEMENT, LLC127,854$5.9M3.46%+5,20013F-HRTimeline
1900 WEALTH MANAGEMENT LLC125,185$5.77M0.39%-1,14913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC124,733$5.75M0.14%+117,52913F-HRTimelineGroup
OLD MISSION CAPITAL LLC122,146$5.63M0.2%-62,93713F-HRTimeline
WHITTIER TRUST CO119,178$5.56M0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…119,802$5.53M0.22%+1,75413F-HRTimelineGroup
Avior Wealth Management, LLC119,764$5.52M0.18%+21,27813F-HRTimeline
Causey Wealth LLC119,391$5.51M2.69%+4,25413F-HRTimeline
Strategic Investment Solutions, Inc. /IL116,973$5.39M1.43%+7,96413F-HRTimeline
Estate Counselors, LLC114,400$5.28M0.45%new13F-HRTimeline
Laurel Wealth Planning LLC113,421$5.23M2.77%-3,88713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management112,504$5.19M0.06%+7,14913F-HRTimelineGroup
Composition Wealth, LLC112,060$5.17M0.08%new13F-HRTimeline
Sterling Wealth Management, Inc.111,933$5.16M1.56%+7,73413F-HRTimeline
Glass Jacobson Investment Advisors llc110,329$5.09M1.84%+3713F-HRTimeline
Alpha Advisors, LLC/VA110,208$5.08M3.82%+1,19113F-HRTimeline
Del-Sette Capital Management, LLC109,609$5.06M3.14%+11,74113F-HRTimeline
LAM GROUP, INC.108,433$5M3.1%+1513F-HRTimeline
Betterment LLC105,966$4.89M0.01%-2,41013F-HRTimeline
OMNI 360 Wealth, Inc.105,849$4.88M2.74%+5,31413F-HRTimeline
Valued Retirements, Inc.112,558$4.82M5.44%013F-HRTimeline
Turning Point Benefit Group, Inc.101,119$4.68M2.82%+73,18713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC101,301$4.67M2.56%-3413F-HRTimeline
Armbruster Capital Management, Inc.99,820$4.6M0.78%-82513F-HRTimeline
KELLY FINANCIAL GROUP LLC99,282$4.58M1.21%+2,91713F-HRTimeline
Porter White Investment Advisors, Inc.98,762$4.55M1.96%-80913F-HRTimeline
Advisory Alpha, LLC98,469$4.55M0.13%+4,94313F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC98,379$4.54M3.58%+1,89113F-HRTimeline
Graver Capital Management, LLC98,275$4.53M3.82%-1,81113F-HRTimeline
InTrack Investment Management Inc97,275$4.49M2.68%+25,26413F-HRTimeline
Tilson Financial Group, Inc.95,942$4.42M1.45%-2,74513F-HRTimeline
EVOKE WEALTH, LLC95,368$4.4M0.09%-15113F-HRTimeline
Burk Holdings LLC94,689$4.37M2.33%+2,01913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management94,607$4.36M0.15%-2,22113F-HRTimelineGroup
CWM, LLCin group CWM, LLC94,037$4.34M0.01%+4,37113F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC93,791$4.33M0.51%-53113F-HRTimeline
Addison Advisors LLC93,268$4.3M1%+76813F-HRTimeline
Verum Partners LLC92,331$4.26M0.91%-58213F-HRTimeline
Private Advisor Group, LLC91,351$4.21M0.02%+8,47513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC89,810$4.14M3.5%-1,66613F-HRTimeline
Wealthspire Advisors, LLC89,316$4.12M0.02%-15,69113F-HRTimeline
Cambridge Financial Group, LLC88,505$4.08M1.31%-21,32713F-HRTimeline
Quantinno Capital Management LP88,337$4.07M0.01%+28,07013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.87,693$4.04M0.94%+11113F-HRTimeline
Journey Beyond Wealth, LLC86,849$4.01M3.3%+3,09413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC86,643$4M1.35%new13F-HRTimeline
Bedel Financial Consulting, Inc.86,418$3.99M0.51%+97713F-HRTimeline
AWM CAPITAL, LLC85,974$3.97M0.36%+16713F-HRTimeline
Investmark Advisory Group LLC84,402$3.89M1.69%-3,62413F-HRTimeline
TruNorth Capital Management, LLC83,673$3.86M0.76%+613F-HRTimeline
FMB WEALTH MANAGEMENT82,606$3.81M1.61%-8713F-HRTimeline
Per Stirling Capital Management, LLC.82,362$3.8M0.45%-3,04913F-HRTimeline
&PARTNERS81,293$3.79M0.02%+27,85313F-HRTimeline
Sanctuary Advisors, LLC82,042$3.78M0.02%+5,05113F-HR/ATimeline
Ariadne Wealth Management, LP78,226$3.75M1.68%-88113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP80,706$3.72M0.02%+9,63913F-HR/ATimelineGroup
Symmetry Partners, LLC80,286$3.7M0.4%-23713F-HRTimeline
Avidian Wealth Enterprises, LLC78,334$3.61M0.14%+8,25513F-HRTimeline
CVA Family Office, LLC77,480$3.57M0.46%013F-HRTimeline
L.K. Benson & Company, P.C.76,605$3.53M1.9%+44113F-HRTimeline
Corus Family Wealth Advisors76,569$3.53M2.6%+3,01313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC74,660$3.44M0.4%+1,52113F-HRTimeline
Pillar Financial Advisors, LLC73,864$3.41M2.14%-38813F-HRTimeline
Aviance Capital Partners, LLC73,024$3.37M0.4%+1,47013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…71,355$3.29M1.15%-1,08313F-HRTimeline
Merit Financial Group, LLC69,845$3.22M0.03%-34413F-HR/ATimeline
Accel Wealth Management69,842$3.22M0.94%+46,50813F-HRTimeline
Beckerman Institutional, LLC68,120$3.14M1.85%+4,91613F-HRTimeline
Aegis Wealth Management LLC67,764$3.13M1.67%013F-HRTimeline
LexAurum Advisors, LLC67,685$3.12M0.44%+1,32613F-HRTimeline
Bank of New Hampshire67,335$3.11M0.72%+22,30913F-HRTimeline
Aerodigm Wealth, LLC66,885$3.1M1.3%-3,60413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding66,854$3.08M+30,485Timeline
U.S. Capital Wealth Advisors, LLC66,671$3.07M0.08%new13F-HRTimeline
Cresset Asset Management, LLC66,288$3.06M0.01%+10,92813F-HR/ATimeline
City State Bank66,280$3.06M0.88%+11,59213F-HRTimeline
Lakeshore Financial Planning, Inc.66,101$3.05M1.13%+1,11313F-HRTimeline
Herold Advisors, Inc.65,725$3.03M0.7%+7,96313F-HRTimeline
VANCE WEALTH, LLC65,340$3.01M0.93%+13,09413F-HRTimeline
Family CFO Inc64,168$2.96M1.36%+1,31813F-HRTimeline
McKinley Carter Wealth Services, Inc.63,684$2.94M0.15%+18513F-HRTimeline
IFP Advisors, Inc63,136$2.91M0.08%+12,20713F-HR/ATimeline
Hippocratic Financial Advisors, LLC62,196$2.87M1.38%+6,02613F-HRTimeline
CLG LLC62,130$2.87M0.78%+3,73513F-HRTimeline
Financial Synergies Wealth Advisors, In…61,142$2.82M0.29%+23413F-HRTimeline
SwitchPoint Financial Planning, LLC60,971$2.81M2.04%+18913F-HRTimeline
Kraft, Davis & Associates, LLC60,031$2.8M0.68%+1,28113F-HRTimeline
Advisory Services Network, LLC60,485$2.79M0.04%+3,69213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC60,384$2.79M0.02%+26,31813F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…60,018$2.77M0.64%-3,33113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers59,645$2.75M<0.01%+20,82813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…59,560$2.75M0.08%-3,31913F-HRTimeline
Fund Evaluation Group, LLC58,851$2.71M0.1%+3213F-HRTimeline
Diversified Portfolios, Inc.58,674$2.71M0.24%+30513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…57,896$2.67M0.06%new13F-HRTimelineGroup
Kaufman Rossin Wealth, LLC57,122$2.63M1.44%-2,71913F-HRTimeline
AG Asset Advisory, LLC56,138$2.59M2.15%-15,39113F-HRTimeline
Strathmore Capital Advisors, Inc.55,769$2.57M1.05%-1613F-HRTimeline
Interchange Capital Partners, LLC53,680$2.48M0.49%+5713F-HRTimeline
MAI Capital Management52,363$2.41M0.02%+2,37713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC50,939$2.35M0.56%+37413F-HRTimeline
Pacific Asset Management, LLC50,297$2.32M1.58%-8413F-HRTimeline
Pettinga Financial Advisors LLC49,994$2.31M0.45%-6,57513F-HRTimeline
JMG Financial Group, Ltd.48,906$2.26M0.06%+8,87513F-HRTimeline
Aurelius Family Office LLC48,870$2.25M1%-68113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV48,127$2.22M0.5%-50613F-HRTimeline
Lodestone Wealth Management LLC46,878$2.16M0.97%+1,39113F-HRTimeline
Legacy Financial Advisors, Inc.46,117$2.13M0.29%+4,17313F-HRTimeline
Janney Montgomery Scott LLC45,684$2.11M<0.01%+7,16913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp45,600$2.1M0.01%-13,62913F-HRTimelineGroup
Strata Wealth Advisors, LLC45,367$2.09M0.55%-42013F-HRTimeline
Red Tortoise LLC45,016$2.08M0.91%+16513F-HRTimeline
FMR LLCin group FMR LLC44,543$2.05M<0.01%+14,77913F-HRTimelineGroup
Cloud Capital Management, LLC44,523$2.05M1.08%+21513F-HRTimeline
Trace Wealth Advisors, LLC44,424$2.05M1.53%013F-HRTimeline
NewEdge Advisors, LLC44,394$2.05M0.01%+2,15313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,523$2.01M0.04%+1,55113F-HRTimeline
Freedom Investment Management, Inc.43,352$2M0.53%-18,40813F-HRTimeline
Krilogy Financial LLC42,190$1.96M0.07%+93913F-HRTimeline
Atria Investments, Inc42,294$1.95M0.02%+22,51513F-HRTimeline
AlphaCore Capital LLC41,621$1.92M0.06%+32,62613F-HRTimeline
BWM Planning, LLC40,979$1.89M0.56%013F-HRTimeline
CSS LLC/IL40,350$1.86M0.11%013F-HRTimeline
Triangle Securities Wealth Management40,130$1.85M0.42%+1,08713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Zhang Financial LLC39,965$1.84M0.07%+76013F-HRTimeline
Nautilus Advisors LLC39,773$1.83M1.23%+1,78313F-HRTimeline
QUARRY HILL ADVISORS, LLC39,745$1.83M0.94%-22213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp39,057$1.8M<0.01%new13F-HRTimelineGroup
Applied Capital LLC38,926$1.8M0.72%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC38,416$1.77M0.56%-8,07713F-HRTimeline
Summit Financial, LLC38,330$1.77M0.03%new13F-HRTimeline
Washington Trust Advisors, Inc.37,699$1.74M0.13%new13F-HRTimeline
Seven Springs Wealth Group, LLC37,652$1.74M0.42%+2,04313F-HRTimeline
JFS WEALTH ADVISORS, LLC37,248$1.72M0.1%-6,70713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,183$1.71M0.13%-1,42513F-HRTimeline
TFO Wealth Partners, LLC36,598$1.69M0.28%-2,01913F-HRTimeline
Vantage Point Financial LLC36,299$1.67M0.65%-3,43813F-HRTimeline
Valued Wealth Advisors LLC36,204$1.67M0.77%-3113F-HRTimeline
American Investment Services, Inc.35,997$1.66M0.4%013F-HRTimeline
PEOPLES BANK /OH35,603$1.64M1.01%-3,39213F-HRTimeline
SOL Capital Management CO35,580$1.64M0.15%+1,40013F-HRTimeline
Investment Advisory Group, LLC35,274$1.63M0.44%+4,10513F-HRTimeline
Global Assets Advisory, LLC35,214$1.62M0.48%new13F-HRTimeline
Ballentine Partners, LLC34,870$1.61M0.02%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC34,713$1.6M1.49%013F-HRTimeline
Curi Capital, LLC34,374$1.59M0.03%+3813F-HRTimeline
Medallion Wealth Advisors, LLC34,065$1.57M0.56%+4,36113F-HRTimeline
Running Point Capital Advisors, LLC33,765$1.56M0.42%+12,67313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC33,191$1.53M1.02%-42,59513F-HRTimeline
FineMark National Bank & Trust32,614$1.5M0.05%+19,69613F-HRTimeline
Cherry Tree Wealth Management, LLC32,329$1.49M0.33%+33313F-HRTimeline
APS Management Group, Inc.31,839$1.47M1.3%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,431$1.45M<0.01%-39613F-HRTimelineGroup
Sovereign Financial Group, Inc.31,366$1.45M0.27%+3,06313F-HRTimeline
SYNOVUS FINANCIAL CORP31,202$1.44M0.02%+18,56713F-HRTimeline
Arcadia Wealth Management, LLC31,126$1.44M0.57%-1,08013F-HRTimeline
Optivise Advisory Services LLC30,978$1.43M0.85%+4,25813F-HRTimeline
Heritage Wealth Management, Inc./Texas30,866$1.42M0.63%+3613F-HRTimeline
Greenspring Advisors, LLC30,837$1.42M0.25%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.30,247$1.39M0.5%+5,39413F-HRTimeline
OneDigital Investment Advisors LLC29,376$1.35M0.01%-71113F-HRTimeline
Lutz Financial Services LLC28,558$1.32M0.1%013F-HRTimeline
25 LLC28,290$1.3M0.44%+16413F-HRTimeline
My Personal CFO, LLC28,249$1.3M0.5%new13F-HRTimeline
Foundation Wealth Management, LLC\PA28,249$1.3M0.5%+513F-HRTimeline
Valeo Financial Advisors, LLC28,210$1.3M0.03%+513F-HRTimeline
Berger Financial Group, Inc27,887$1.29M0.08%+1013F-HRTimeline
Chicago Partners Investment Group LLC27,244$1.28M0.03%+18913F-HRTimeline
Rehmann Capital Advisory Group27,528$1.27M0.07%-17613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,172$1.25M0.02%+14,18513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp26,440$1.22M0.02%+6,99013F-HRTimelineGroup
COMERICA BANK26,019$1.2M<0.01%-2,50013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC25,917$1.2M0.38%-2,39613F-HRTimeline
Dorsey & Whitney Trust CO LLC25,658$1.18M0.06%-85013F-HRTimeline
Clark Asset Management, LLC25,598$1.18M0.14%+5,06013F-HRTimeline
McGrath & Associates, Inc.25,408$1.17M1.74%+9813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC25,051$1.16M0.22%-8,96313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV24,092$1.15M0.5%-28,00013F-HRTimeline
SUTTON PLACE INVESTORS LLC24,943$1.15M0.66%-2,16613F-HRTimeline
Clarity Capital Advisors, LLC24,909$1.15M0.63%+8613F-HRTimeline
New Dimensions Wealth Management, LLC24,778$1.14M1%-3,15513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…24,435$1.13M0.13%+7,78613F-HRTimeline
RB Capital Management, LLC23,232$1.07M0.22%-25613F-HRTimeline
Longview Financial Advisors LLC23,105$1.07M0.61%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC23,091$1.06M0.36%-4013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT23,004$1.06M0.01%+10013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC22,949$1.06M0.7%-3,56813F-HRTimeline
Archvest Wealth Advisors, Inc.22,852$1.05M0.94%+83713F-HRTimeline
Mills Wealth Advisors LLC22,822$1.05M0.43%013F-HRTimeline
Sunesis Advisors, LLC22,653$1.04M0.49%13F-HRTimeline
HBW ADVISORY SERVICES LLC22,541$1.04M0.12%+9313F-HRTimeline
Prosperity Planning, Inc.22,410$1.03M0.28%-23313F-HRTimeline
Parallel Advisors, LLC22,252$1.03M0.02%+2,40213F-HRTimeline
World Investment Advisors22,079$1.02M0.02%-4,15713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC21,979$1.01M0.57%+4,91013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,861$1.01M0.01%-85413F-HRTimeline
CogentBlue Wealth Advisors, LLC21,801$1.01M0.69%-2813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC21,605$996K0.03%-2,74513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,571$995K<0.01%-2,21513F-HRTimelineGroup
SJS Investment Consulting Inc.21,096$973K0.13%+4,65913F-HRTimeline