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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

796 managers (804 13F filers) reported a position in DFIV shares at 2025-12-31, 263,742,498 shares in all. 54 filers opened a position and 27 filers sold out during the quarter.

Managers
796
13F filers
804
New
54
Added
330
Reduced
219
Sold out
27
Shares held by filers
263,742,498

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Perigon Wealth Management, LLC138,263$6.9M0.12%+7,02013F-HRTimeline
Compass Financial Group, Inc.136,824$6.83M3.01%-7213F-HRTimeline
MATHER GROUP, LLC.136,101$6.79M0.07%-24,48913F-HRTimeline
HMV Wealth Advisors, LLC135,095$6.74M3.37%+1,28913F-HRTimeline
N.E.W. Advisory Services LLC133,699$6.67M0.49%-4,14813F-HRTimeline
Larson Financial Group LLC131,782$6.58M0.22%-1,09313F-HRTimeline
Vistica Wealth Advisors, LLC131,403$6.56M6.53%13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC129,106$6.44M3.61%+1,25213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC128,335$6.4M0.16%+3,60213F-HRTimelineGroup
Bank of New Hampshire127,705$6.37M1.43%+60,37013F-HRTimeline
1900 WEALTH MANAGEMENT LLC126,018$6.29M0.4%+83313F-HRTimeline
Causey Wealth LLC125,452$6.26M2.84%+6,06113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC123,519$6.16M0.08%new13F-HRTimeline
Turning Point Benefit Group, Inc.122,523$6.11M3.19%+21,40413F-HRTimeline
WHITTIER TRUST CO119,178$6.03M0.07%013F-HRTimeline
Timonier Family Office, LTD.119,333$5.95M1.89%-14,77713F-HRTimeline
Sterling Wealth Management, Inc.118,328$5.9M1.68%+6,39513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,026$5.89M0.22%-1,77613F-HRTimelineGroup
Avior Wealth Management, LLC116,769$5.83M0.18%-2,99513F-HRTimeline
Estate Counselors, LLC116,640$5.82M0.49%+2,24013F-HRTimeline
Avise Financial Cooperative, Inc.116,214$5.8M5.22%13F-HRTimeline
OMNI 360 Wealth, Inc.112,019$5.77M2.96%+6,17013F-HRTimeline
Composition Wealth, LLC115,136$5.75M0.08%+3,07613F-HRTimeline
Quantinno Capital Management LP114,651$5.72M0.01%+26,31413F-HRTimeline
&PARTNERS114,396$5.71M0.03%+33,10313F-HRTimeline
Glass Jacobson Investment Advisors llc113,238$5.65M2.03%+2,90913F-HRTimeline
Alpha Advisors, LLC/VA113,182$5.65M4.35%+2,97413F-HRTimeline
Del-Sette Capital Management, LLC113,006$5.64M3.48%+3,39713F-HRTimeline
DeLarme Wealth Management, Inc.112,717$5.62M3.99%13F-HRTimeline
ATLas Financial Planning LLC111,566$5.57M5.46%13F-HRTimeline
Laurel Wealth Planning LLC109,702$5.47M3.03%-3,71913F-HRTimeline
COGENT STRATEGIC WEALTH LLC104,128$5.43M5.92%13F-HRTimeline
Valued Retirements, Inc.108,430$5.41M5.29%-4,12813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management107,893$5.38M0.06%-4,61113F-HRTimelineGroup
LAM GROUP, INC.106,408$5.31M3.04%-2,02513F-HRTimeline
Frankly Finances, LLC105,679$5.27M5%13F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers104,785$5.23M0.01%+45,14013F-HRTimelineGroup
Advisory Alpha, LLC102,680$5.12M0.14%+4,21113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC102,521$5.12M2.53%+1,22013F-HRTimeline
Breakwater Capital Group100,861$5.03M0.7%-35,37713F-HRTimeline
KELLY FINANCIAL GROUP LLC100,610$5.02M1.28%+1,32813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100,541$5.02M0.17%+5,93413F-HRTimelineGroup
Serenity Investment Advisors99,022$5M2.92%13F-HRTimeline
Graver Capital Management, LLC99,665$4.97M3.93%+1,39013F-HRTimeline
Tilson Financial Group, Inc.98,923$4.94M1.52%+2,98113F-HRTimeline
Betterment LLC97,520$4.87M0.01%-8,44613F-HRTimeline
Addison Advisors LLC97,333$4.86M1.09%+4,06513F-HRTimeline
Armbruster Capital Management, Inc.97,145$4.85M0.81%-2,67513F-HRTimeline
Accel Wealth Management95,781$4.78M1.31%+25,93913F-HRTimeline
Porter White Investment Advisors, Inc.95,746$4.78M1.96%-3,01613F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC95,695$4.78M3.74%-2,68413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC92,924$4.64M3.66%+3,11413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC92,899$4.64M0.52%-89213F-HRTimeline
Burk Holdings LLC92,721$4.63M2.21%-1,96813F-HRTimeline
Verum Partners LLC92,047$4.59M0.93%-28413F-HRTimeline
Cambridge Financial Group, LLC107,470$4.48M1.56%+18,96513F-HRTimeline
InTrack Investment Management Inc89,599$4.47M2.5%-7,67613F-HRTimeline
Journey Beyond Wealth, LLC89,570$4.47M3.56%+2,72113F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.89,462$4.46M0.99%+1,76913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC89,267$4.45M1.48%+2,62413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,248$4.45M0.04%+28,86413F-HRTimelineGroup
Wealthspire Advisors, LLC88,960$4.44M0.04%-35613F-HRTimeline
CVA Family Office, LLC87,750$4.38M0.5%+10,27013F-HRTimeline
Bedel Financial Consulting, Inc.87,416$4.36M0.47%+99813F-HRTimeline
Ariadne Wealth Management, LP77,997$4.31M1.78%-22913F-HRTimeline
Avidian Wealth Enterprises, LLC85,744$4.28M0.16%+7,41013F-HRTimeline
Investmark Advisory Group LLC84,262$4.2M1.79%-14013F-HRTimeline
TruNorth Capital Management, LLC83,573$4.17M0.79%-10013F-HRTimeline
AWM CAPITAL, LLC82,650$4.12M0.37%-3,32413F-HRTimeline
FMB WEALTH MANAGEMENT82,576$4.12M1.63%-3013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP80,393$4.01M0.03%-31313F-HRTimelineGroup
Per Stirling Capital Management, LLC.80,069$4M0.45%-2,29313F-HRTimeline
Platt Wealth Management LLC78,157$3.9M3.87%13F-HRTimeline
FMR LLCin group FMR LLC77,465$3.87M<0.01%+32,92213F-HRTimelineGroup
L.K. Benson & Company, P.C.76,970$3.84M1.93%+36513F-HRTimeline
City State Bank76,739$3.83M1.05%+10,45913F-HRTimeline
FineMark National Bank & Trust76,467$3.82M0.12%+43,85313F-HRTimeline
Symmetry Partners, LLC76,077$3.8M0.22%-4,20913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC75,449$3.76M0.42%+78913F-HRTimeline
Pillar Financial Advisors, LLC73,864$3.69M2.22%013F-HRTimeline
Merit Financial Group, LLC73,730$3.68M0.03%+3,88513F-HRTimeline
OLD MISSION CAPITAL LLC73,224$3.65M0.14%-48,92213F-HRTimeline
Aviance Capital Partners, LLC72,674$3.63M0.42%-35013F-HRTimeline
Beckerman Institutional, LLC71,711$3.58M2.01%+3,59113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…71,405$3.56M0.07%+13,50913F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…71,355$3.56M1.27%013F-HRTimeline
AG Asset Advisory, LLC71,307$3.56M3.05%+15,16913F-HRTimeline
World Investment Advisors71,181$3.55M0.06%+49,10213F-HR/ATimeline
VANCE WEALTH, LLC70,744$3.53M1.05%+5,40413F-HR/ATimeline
Herold Advisors, Inc.70,226$3.5M0.78%+4,50113F-HRTimeline
Hippocratic Financial Advisors, LLC69,059$3.45M1.59%+6,86313F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…68,793$3.43M3.22%13F-HRTimeline
Cresset Asset Management, LLC67,969$3.39M0.01%+1,68113F-HRTimeline
Opus Financial Solutions LLC67,860$3.39M3.2%13F-HRTimeline
Aegis Wealth Management LLC67,764$3.38M1.91%013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.67,637$3.38M3.32%13F-HRTimeline
Aerodigm Wealth, LLC66,885$3.34M1.29%013F-HR/ATimeline
IFP Advisors, Inc66,852$3.34M0.07%+3,71613F-HRTimeline
Lakeshore Financial Planning, Inc.66,536$3.32M1.19%+43513F-HRTimeline
Klingman & Associates, LLC66,367$3.31M0.16%+56,64613F-HRTimeline
Baring Financial LLC66,317$3.31M2.01%new13F-HRTimeline
CLG LLC66,301$3.31M0.82%+4,17113F-HRTimeline
Winter & Associates, Inc.65,052$3.25M3%13F-HRTimeline
Belleair Asset Management, LLC64,825$3.23M3.08%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,453$3.22M<0.01%-230,42613F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…64,344$3.21M0.31%+3,20213F-HRTimeline
Donalies Financial Planning, LLC64,314$3.21M2.73%13F-HRTimeline
Family CFO Inc64,262$3.21M1.43%+9413F-HRTimeline
Corus Family Wealth Advisors63,835$3.19M2.54%-12,73413F-HRTimeline
Kraft, Davis & Associates, LLC61,390$3.13M0.7%+1,35913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding62,651$3.13M-4,203Timeline
Advisory Services Network, LLC62,560$3.12M0.04%+2,07513F-HRTimeline
U.S. Capital Wealth Advisors, LLC61,977$3.09M0.08%-4,69413F-HRTimeline
Atria Investments, Inc61,696$3.08M0.03%+19,40213F-HRTimeline
KILNER CAPITAL ADVISORS, LLC60,972$3.04M2.9%13F-HRTimeline
Robertson Stephens Wealth Management, L…59,957$2.99M0.08%+39713F-HRTimeline
Fund Evaluation Group, LLC58,850$2.94M0.1%-113F-HRTimeline
McKinley Carter Wealth Services, Inc.58,238$2.91M0.16%-5,44613F-HRTimeline
Private Advisor Group, LLC58,151$2.9M0.01%-33,20013F-HRTimeline
Allegiance Financial Group Advisory Ser…57,434$2.87M0.6%-2,58413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,948$2.84M<0.01%new13F-HR/ATimelineGroup
Strathmore Capital Advisors, Inc.55,276$2.76M0.9%-49313F-HRTimeline
Kaufman Rossin Wealth, LLC54,961$2.74M1.43%-2,16113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC54,202$2.7M0.62%+3,26313F-HRTimeline
Janney Montgomery Scott LLC54,048$2.7M0.01%+8,36413F-HRTimeline
SwitchPoint Financial Planning, LLC53,777$2.68M1.88%-7,19413F-HRTimeline
Interchange Capital Partners, LLC53,680$2.68M0.5%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp53,301$2.66M0.01%+7,70113F-HR/ATimelineGroup
MAI Capital Management52,615$2.63M0.02%+25213F-HRTimeline
Ferguson Johnson Wealth Management Inc52,513$2.62M2.18%13F-HRTimeline
Broadhurst Jeffrey B50,216$2.51M2.6%13F-HRTimeline
McCartney Wealth Management LLC49,583$2.47M2.13%13F-HRTimeline
Prism Planning Partners LLC49,549$2.47M2.77%13F-HRTimeline
Joel Isaacson & Co., LLC49,146$2.45M0.08%new13F-HRTimeline
JMG Financial Group, Ltd.48,474$2.42M0.07%-43213F-HRTimeline
Navis Wealth Advisors, LLC47,874$2.39M1.01%new13F-HRTimeline
Legacy Financial Advisors, Inc.47,219$2.36M0.33%+1,10213F-HRTimeline
Platform Wealth Management, LLC46,646$2.33M0.62%13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV46,400$2.32M0.5%-1,72713F-HRTimeline
Pacific Asset Management, LLC45,756$2.28M1.37%-4,54113F-HRTimeline
Summit Financial, LLC45,625$2.28M0.03%+7,29513F-HRTimeline
NewEdge Advisors, LLC45,501$2.27M0.01%+1,10713F-HRTimeline
Cloud Capital Management, LLC45,497$2.27M1.07%+97413F-HRTimeline
Greenspring Advisors, LLC45,314$2.26M0.14%+14,47713F-HRTimeline
Red Tortoise LLC45,302$2.26M0.97%+28613F-HRTimeline
Lodestone Wealth Management LLC45,164$2.25M0.92%-1,71413F-HRTimeline
Total Wealth Planning, LLC45,087$2.25M4.81%-835,93413F-HRTimeline
Krilogy Financial LLC42,491$2.23M0.08%+30113F-HRTimeline
Trace Wealth Advisors, LLC44,424$2.22M1.6%013F-HRTimeline
Aurelius Family Office LLC43,164$2.19M0.94%-5,70613F-HRTimeline
Strata Wealth Advisors, LLC43,705$2.18M0.61%-1,66213F-HRTimeline
LJI Wealth Management, LLC43,388$2.17M0.33%+36,70713F-HRTimeline
Freedom Investment Management, Inc.43,312$2.16M0.63%-4013F-HRTimeline
Clark Asset Management, LLC43,310$2.16M0.22%+17,71213F-HRTimeline
Pettinga Financial Advisors LLC42,741$2.13M0.4%-7,25313F-HRTimeline
Investment Advisory Group, LLC41,674$2.08M0.54%+6,40013F-HRTimeline
Nautilus Advisors LLC41,531$2.07M1.35%+1,75813F-HRTimeline
BWM Planning, LLC40,979$2.04M0.55%013F-HRTimeline
AlphaCore Capital LLC40,874$2.04M0.05%-74713F-HRTimeline
Zhang Financial LLC40,849$2.04M0.08%+88413F-HRTimeline
CSS LLC/IL40,350$2.01M0.11%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp40,190$2.01M<0.01%+1,13313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40,149$2M0.04%+13,70913F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC39,745$1.98M0.92%013F-HRTimeline
Sovereign Financial Group, Inc.39,593$1.98M0.35%+8,22713F-HRTimeline
BluePrint Investing LLC39,038$1.95M1.75%13F-HRTimeline
Triangle Securities Wealth Management38,950$1.94M0.41%-1,18013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Applied Capital LLC38,926$1.94M0.75%013F-HRTimeline
Triumph Capital Management38,745$1.93M0.42%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC38,291$1.91M0.53%-12513F-HRTimeline
SOL Capital Management CO37,830$1.89M0.17%+2,25013F-HRTimeline
Seven Springs Wealth Group, LLC37,585$1.88M0.54%-6713F-HRTimeline
Washington Trust Advisors, Inc.37,521$1.87M0.14%-17813F-HRTimeline
JFS WEALTH ADVISORS, LLC37,082$1.85M0.1%-16613F-HRTimeline
Medallion Wealth Advisors, LLC36,639$1.83M0.61%+2,57413F-HRTimeline
Aspirean Wealth, LLC36,408$1.82M1.98%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,760$1.79M0.12%-1,42313F-HRTimeline
American Investment Services, Inc.35,620$1.78M0.41%-37713F-HRTimeline
Valued Wealth Advisors LLC35,605$1.78M0.78%-59913F-HRTimeline
TFO Wealth Partners, LLC35,031$1.75M0.26%-1,56713F-HRTimeline
Ballentine Partners, LLC34,870$1.74M0.02%013F-HRTimeline
PEOPLES BANK /OH34,746$1.73M1.08%-85713F-HRTimeline
Curi Capital, LLC34,598$1.73M0.03%+22413F-HRTimeline
Vantage Point Financial LLC34,430$1.72M0.61%-1,86913F-HRTimeline
HBE Wealth Management, LLC34,129$1.7M1.6%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.34,029$1.7M0.59%+3,78213F-HRTimeline
Running Point Capital Advisors, LLC33,765$1.68M0.46%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC33,191$1.66M1.03%013F-HRTimeline
APS Management Group, Inc.32,844$1.64M1.4%+1,00513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC32,638$1.63M0.29%+7,58713F-HRTimeline
Diversified Portfolios, Inc.32,596$1.63M0.14%-26,07813F-HRTimeline
OneDigital Investment Advisors LLC32,227$1.61M0.02%+2,85113F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC32,209$1.61M1.5%-2,50413F-HRTimeline
Cherry Tree Wealth Management, LLC32,170$1.61M0.34%-15913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,431$1.57M<0.01%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT30,681$1.53M0.01%+7,67713F-HRTimeline
Heritage Wealth Management, Inc./Texas30,654$1.53M0.66%-21213F-HRTimeline
Arcadia Wealth Management, LLC30,508$1.52M0.57%-61813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …29,683$1.48M0.01%13F-HR/ATimelineGroup
Lutz Financial Services LLC29,623$1.48M0.1%+1,06513F-HRTimeline