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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

846 managers (855 13F filers) reported a position in DFIV shares at 2026-03-31, 279,791,727 shares in all. 87 filers opened a position and 30 filers sold out during the quarter.

Managers
846
13F filers
855
New
87
Added
363
Reduced
274
Sold out
30
Shares held by filers
279,791,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Family Legacy, Inc.141,756$7.48M2.25%-6,75513F-HRTimeline
Perigon Wealth Management, LLC139,250$7.35M0.13%+98713F-HRTimeline
Bank of New Hampshire138,154$7.29M1.67%+10,44913F-HRTimeline
Shotwell Rutter Baer Inc138,113$7.29M4.28%-2913F-HRTimeline
MATHER GROUP, LLC.136,097$7.18M0.07%-413F-HRTimeline
Compass Financial Group, Inc.135,457$7.15M3.22%-1,36713F-HRTimeline
Causey Wealth LLC135,396$7.15M3.03%+9,94413F-HRTimeline
HMV Wealth Advisors, LLC131,307$6.93M3.26%-3,78813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding130,375$6.88M-17,038Timeline
Serenity Investment Advisors123,032$6.83M3.2%+24,01013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC128,164$6.76M5.06%-94213F-HRTimeline
Larson Financial Group LLC127,745$6.74M0.22%-4,03713F-HRTimeline
SEGALL BRYANT & HAMILL, LLC124,942$6.59M0.09%+1,42313F-HR/ATimeline
N.E.W. Advisory Services LLC124,646$6.58M0.49%-9,05313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/124,116$6.55M<0.01%+109,50713F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC123,781$6.53M2.85%+21,26013F-HRTimeline
1900 WEALTH MANAGEMENT LLC123,188$6.5M0.42%-2,83013F-HRTimeline
Vistica Wealth Advisors, LLC122,846$6.48M6.46%-8,55713F-HRTimeline
WHITTIER TRUST CO119,178$6.37M0.07%013F-HRTimeline
Composition Wealth, LLC120,530$6.36M0.09%+5,39413F-HRTimeline
&PARTNERS120,493$6.36M0.03%+6,09713F-HRTimeline
OMNI 360 Wealth, Inc.119,763$6.32M3.26%+7,74413F-HRTimeline
Glass Jacobson Investment Advisors llc119,689$6.32M2.18%+6,45113F-HRTimeline
Accel Wealth Management118,843$6.27M1.64%+23,06213F-HRTimeline
ATLas Financial Planning LLC118,599$6.26M5.61%+7,03313F-HRTimeline
Avior Wealth Management, LLC118,206$6.24M0.18%+1,43713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117,830$6.22M0.19%-19613F-HR/ATimelineGroup
Avise Financial Cooperative, Inc.117,507$6.2M5.13%+1,29313F-HRTimeline
Sterling Wealth Management, Inc.116,203$6.13M1.68%-2,12513F-HRTimeline
Estate Counselors, LLC115,730$6.11M0.54%-91013F-HRTimeline
Alpha Advisors, LLC/VA113,836$6.01M4.74%+65413F-HRTimeline
DeLarme Wealth Management, Inc.111,474$5.88M3.79%-1,24313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management111,433$5.88M0.07%+3,54013F-HRTimelineGroup
Valued Retirements, Inc.110,591$5.84M5.7%+2,16113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC107,678$5.68M0.13%-20,65713F-HRTimelineGroup
LAM GROUP, INC.106,938$5.64M3.1%+53013F-HRTimeline
Frankly Finances, LLC105,851$5.59M5.06%+17213F-HRTimeline
COGENT STRATEGIC WEALTH LLC105,793$5.58M5.74%+1,66513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC104,631$5.52M0.04%+15,38313F-HRTimelineGroup
Private Advisor Group, LLC104,606$5.52M0.03%+46,45513F-HRTimeline
Graver Capital Management, LLC103,135$5.44M4.14%+3,47013F-HRTimeline
World Investment Advisors101,568$5.36M0.09%+30,38713F-HRTimeline
Tilson Financial Group, Inc.101,443$5.35M1.61%+2,52013F-HRTimeline
VANCE WEALTH, LLC101,250$5.34M1.54%+30,50613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100,519$5.31M0.18%-2213F-HRTimelineGroup
Armbruster Capital Management, Inc.100,170$5.29M0.87%+3,02513F-HRTimeline
Breakwater Capital Group99,746$5.26M0.7%-1,11513F-HRTimeline
InTrack Investment Management Inc99,466$5.25M2.99%+9,86713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bleakley Financial Group, LLC98,542$5.2M0.08%new13F-HRTimeline
Avidian Wealth Enterprises, LLC98,346$5.19M0.16%+12,60213F-HRTimeline
Addison Advisors LLC98,046$5.17M1.14%+71313F-HRTimeline
Betterment LLC96,067$5.07M0.01%-1,45313F-HRTimeline
Del-Sette Capital Management, LLC95,714$5.05M3.02%-17,29213F-HRTimeline
Porter White Investment Advisors, Inc.95,133$5.02M2.01%-61313F-HRTimeline
KELLY FINANCIAL GROUP LLC94,184$4.97M1.25%-6,42613F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC93,817$4.95M3.91%-1,87813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC92,859$4.9M1.59%+3,59213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK92,758$4.9M0.02%+86,73713F-HRTimelineGroup
Burk Holdings LLC92,183$4.87M2.09%-53813F-HRTimeline
FMR LLCin group FMR LLC91,474$4.83M<0.01%+14,00913F-HRTimelineGroup
CVA Family Office, LLC90,995$4.8M0.51%+3,24513F-HRTimeline
Verum Partners LLC90,376$4.77M0.91%-1,67113F-HRTimeline
Kraft, Davis & Associates, LLC85,567$4.72M1.01%+24,17713F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.89,431$4.72M0.99%-3113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC89,425$4.72M3.73%-3,49913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC89,017$4.7M0.5%-3,88213F-HRTimeline
Platt Wealth Management LLC88,920$4.69M4.58%+10,76313F-HRTimeline
Winter & Associates, Inc.87,099$4.66M4.08%+22,04713F-HRTimeline
Bedel Financial Consulting, Inc.87,418$4.61M0.53%+213F-HRTimeline
Navigate Wealth Management, LLC84,550$4.6M3.23%13F-HRTimeline
AWM CAPITAL, LLC85,050$4.49M0.41%+2,40013F-HRTimeline
Investmark Advisory Group LLC83,490$4.41M1.89%-77213F-HRTimeline
TruNorth Capital Management, LLC83,388$4.4M0.84%-18513F-HRTimeline
City State Bank83,370$4.4M1.14%+6,63113F-HRTimeline
Valued Wealth Advisors LLC82,591$4.36M1.77%+46,98613F-HRTimeline
Journey Beyond Wealth, LLC82,459$4.35M3.74%-7,11113F-HRTimeline
Wealthspire Advisors, LLC82,386$4.35M0.03%-6,57413F-HRTimeline
NewEdge Wealth, LLC81,806$4.32M0.05%new13F-HRTimeline
FMB WEALTH MANAGEMENT81,147$4.28M1.77%-1,42913F-HRTimeline
Herold Advisors, Inc.80,163$4.23M0.93%+9,93713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP79,972$4.22M0.03%-42113F-HRTimelineGroup
Opus Financial Solutions LLC78,964$4.17M3.93%+11,10413F-HRTimeline
AG Asset Advisory, LLC78,697$4.15M3.44%+7,39013F-HRTimeline
Aviance Capital Partners, LLC78,123$4.12M0.48%+5,44913F-HRTimeline
Ariadne Wealth Management, LP77,636$4.1M1.84%-36113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC77,200$4.07M0.46%+1,75113F-HRTimeline
L.K. Benson & Company, P.C.77,113$4.07M1.35%+14313F-HRTimeline
LexAurum Advisors, LLC76,368$4.03M0.52%13F-HRTimeline
Beckerman Institutional, LLC76,368$4.03M2.14%+4,65713F-HRTimeline
Advisory Services Network, LLC75,232$3.97M0.05%+12,67213F-HRTimeline
Symmetry Partners, LLC74,192$3.92M0.22%-1,88513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding74,136$3.91M+11,485Timeline
Alliance Wealth Strategies, LLC d/b/a B…74,105$3.91M3.51%+5,31213F-HRTimeline
Cambridge Financial Group, LLC73,932$3.9M1.32%-33,53813F-HRTimeline
Pillar Financial Advisors, LLC73,813$3.9M2.28%-5113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC72,059$3.8M<0.01%+7,60613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…71,122$3.75M0.08%-28313F-HRTimelineGroup
Per Stirling Capital Management, LLC.71,058$3.75M0.41%-9,01113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…70,015$3.7M1.25%-1,34013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.69,473$3.67M3.51%+1,83613F-HRTimeline
OLD MISSION CAPITAL LLC69,303$3.66M0.09%-3,92113F-HRTimeline
Corus Family Wealth Advisors69,211$3.65M2.97%+5,37613F-HRTimeline
CLG LLC68,603$3.62M0.9%+2,30213F-HRTimeline
Prospera Financial Services Inc67,934$3.59M0.06%+58,88013F-HRTimeline
Hippocratic Financial Advisors, LLC67,814$3.58M1.57%-1,24513F-HRTimeline
Baring Financial LLC67,643$3.57M2.18%+1,32613F-HRTimeline
Aegis Wealth Management LLC67,622$3.57M2.04%-14213F-HRTimeline
Valmark Advisers, Inc.67,231$3.55M0.04%new13F-HRTimeline
Aerodigm Wealth, LLC66,885$3.53M1.33%013F-HRTimeline
Lakeshore Financial Planning, Inc.66,822$3.53M1.28%+28613F-HRTimeline
Klingman & Associates, LLC66,457$3.51M0.17%+9013F-HRTimeline
Family CFO Inc64,609$3.41M1.53%+34713F-HRTimeline
Belleair Asset Management, LLC64,585$3.41M3.11%-24013F-HRTimeline
U.S. Capital Wealth Advisors, LLC64,090$3.38M0.09%+2,11313F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC63,787$3.37M2.68%new13F-HRTimeline
Turning Point Benefit Group, Inc.62,584$3.35M2.13%-59,93913F-HRTimeline
IFP Advisors, Inc63,001$3.33M0.07%-3,85113F-HRTimeline
Janney Montgomery Scott LLC62,617$3.31M0.01%+8,56913F-HRTimeline
Family Manage LLC62,118$3.28M0.39%new13F-HRTimeline
Donalies Financial Planning, LLC61,985$3.27M2.79%-2,32913F-HRTimeline
Financial Synergies Wealth Advisors, In…60,573$3.2M0.31%-3,77113F-HRTimeline
Robertson Stephens Wealth Management, L…59,579$3.14M0.09%-37813F-HRTimeline
Fund Evaluation Group, LLC58,850$3.11M0.1%013F-HRTimeline
McKinley Carter Wealth Services, Inc.56,658$2.99M0.17%-1,58013F-HRTimeline
KILNER CAPITAL ADVISORS, LLC55,624$2.94M2.81%-5,34813F-HRTimeline
Clark Asset Management, LLC54,742$2.89M0.27%+11,43213F-HRTimeline
SwitchPoint Financial Planning, LLC54,369$2.87M1.95%+59213F-HRTimeline
Evergreen Wealth Partners LLC54,068$2.85M2.18%+28,84313F-HRTimeline
Strathmore Capital Advisors, Inc.52,640$2.85M0.81%-2,63613F-HRTimeline
MAI Capital Management53,371$2.82M0.02%+75613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,036$2.8M<0.01%-3,91213F-HRTimelineGroup
JMG Financial Group, Ltd.52,880$2.79M0.08%+4,40613F-HRTimeline
Mutual Advisors, LLC52,172$2.75M0.06%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…51,808$2.73M0.54%-5,62613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC51,737$2.73M0.61%-2,46513F-HRTimeline
Broadhurst Jeffrey B50,222$2.65M2.72%+613F-HRTimeline
Ferguson Johnson Wealth Management Inc50,105$2.64M2.15%-2,40813F-HRTimeline
Joel Isaacson & Co., LLC50,044$2.64M0.09%+89813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,894$2.63M0.01%-3,40713F-HR/ATimelineGroup
Legacy Financial Advisors, Inc.49,128$2.59M0.36%+1,90913F-HRTimeline
Prism Planning Partners LLC48,995$2.59M3.06%-55413F-HRTimeline
McCartney Wealth Management LLC48,852$2.58M2.17%-73113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp49,953$2.56M<0.01%+9,76313F-HRTimelineGroup
Cloud Capital Management, LLC46,798$2.47M1.07%+1,30113F-HRTimeline
RTD Financial Advisors, Inc.46,551$2.46M0.3%+21,59813F-HRTimeline
Lodestone Wealth Management LLC46,227$2.44M0.97%+1,06313F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp46,113$2.43M0.05%+5,96413F-HRTimelineGroup
NewEdge Advisors, LLC45,746$2.41M0.01%+24513F-HR/ATimeline
Greenspring Advisors, LLC45,626$2.41M0.15%+31213F-HRTimeline
Red Tortoise LLC45,376$2.39M1.01%+7413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC45,326$2.39M<0.01%+27,52013F-HRTimelineGroup
Investment Advisory Group, LLC44,758$2.36M0.6%+3,08413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC44,644$2.36M1.06%new13F-HRTimeline
Krilogy Financial LLC42,500$2.35M0.08%+913F-HRTimeline
Trace Wealth Advisors, LLC44,424$2.34M1.76%013F-HRTimeline
Sage Mountain Advisors LLC44,203$2.33M0.16%+40,87413F-HRTimeline
Nautilus Advisors LLC44,181$2.33M1.6%+2,65013F-HRTimeline
Triumph Capital Management43,957$2.32M0.47%+5,21213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV43,939$2.32M0.5%-2,46113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.43,670$2.3M0.78%+9,64113F-HRTimeline
Pacific Asset Management, LLC43,540$2.3M1.28%-2,21613F-HRTimeline
Triangle Securities Wealth Management42,807$2.26M0.51%+3,85713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC42,484$2.24M0.38%+9,84613F-HRTimeline
Freedom Investment Management, Inc.42,476$2.24M0.67%-83613F-HRTimeline
PEOPLES BANK /OH42,444$2.24M1.38%+7,69813F-HRTimeline
Strata Wealth Advisors, LLC41,933$2.21M0.61%-1,77213F-HRTimeline
QUARRY HILL ADVISORS, LLC39,712$2.21M0.91%-3313F-HRTimeline
Arkadios Wealth Advisors41,575$2.19M0.04%new13F-HRTimeline
BWM Planning, LLC41,109$2.17M0.57%+13013F-HRTimeline
Navis Wealth Advisors, LLC41,048$2.17M1.11%-6,82613F-HRTimeline
Sovereign Financial Group, Inc.40,981$2.16M0.38%+1,38813F-HRTimeline
AlphaCore Capital LLC40,735$2.15M0.05%-13913F-HRTimeline
Aurelius Family Office LLC39,853$2.1M0.91%-3,31113F-HRTimeline
Pettinga Financial Advisors LLC38,991$2.06M0.39%-3,75013F-HRTimeline
Zhang Financial LLC38,987$2.06M0.07%-1,86213F-HRTimeline
Applied Capital LLC38,926$2.05M0.77%013F-HRTimeline
Kaufman Rossin Wealth, LLC38,890$2.05M1.18%-16,07113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT38,669$2.04M0.02%+7,98813F-HRTimeline
ARK & TLK INVESTMENTS, LLC38,281$2.02M0.55%-1013F-HRTimeline
Steelhead Wealth Management LLC38,283$2.02M1.02%13F-HRTimeline
Medallion Wealth Advisors, LLC38,203$2.02M0.66%+1,56413F-HRTimeline
Seven Springs Wealth Group, LLC37,585$1.98M0.46%013F-HRTimeline
Cornerstone Wealth Management, LLC36,846$1.94M0.1%+7,92013F-HRTimeline
BluePrint Investing LLC36,801$1.94M1.73%-2,23713F-HRTimeline
American Investment Services, Inc.35,620$1.88M0.42%013F-HRTimeline
JFS WEALTH ADVISORS, LLC35,441$1.87M0.1%-1,64113F-HRTimeline
Curi Capital, LLC35,054$1.85M0.03%+45613F-HRTimeline
Ballentine Partners, LLC35,020$1.85M0.03%+15013F-HRTimeline
Aspirean Wealth, LLC34,978$1.85M2.01%-1,43013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,969$1.85M0.13%-79113F-HRTimeline
Washington Trust Advisors, Inc.34,295$1.81M0.15%-3,22613F-HRTimeline
CSS LLC/IL33,970$1.79M0.1%-6,38013F-HRTimeline
HBE Wealth Management, LLC33,401$1.76M1.54%-72813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,186$1.75M<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.33,180$1.75M0.06%new13F-HRTimeline
TFO Wealth Partners, LLC33,050$1.74M0.24%-1,98113F-HRTimeline
Integras Partners LLC33,022$1.74M1.14%+26,63913F-HRTimeline
Vantage Point Financial LLC33,002$1.74M0.61%-1,42813F-HRTimeline
APS Management Group, Inc.32,519$1.72M1.47%-32513F-HRTimeline
Cherry Tree Wealth Management, LLC31,854$1.68M0.36%-31613F-HRTimeline