Skip to content
Disclosery

DFIV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

883 managers (895 13F filers) reported a position in DFIV shares at 2026-06-30, 296,985,692 shares in all. 86 filers opened a position and 40 filers sold out during the quarter.

Managers
883
13F filers
895
New
86
Added
428
Reduced
219
Sold out
40
Shares held by filers
296,985,692

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Focus Financial Network, Inc.34,512$1.86M0.06%+1,33213F-HRTimeline
Curi Capital, LLC34,108$1.84M0.03%-94613F-HRTimeline
CSS LLC/IL33,970$1.84M0.08%013F-HRTimeline
BluePrint Investing LLC33,631$1.82M1.53%-3,17013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,501$1.81M0.11%-1,46813F-HRTimeline
HBE Wealth Management, LLC33,401$1.8M1.3%013F-HRTimeline
TFO Wealth Partners, LLC33,214$1.79M0.2%+16413F-HRTimeline
Integras Partners LLC32,401$1.75M0.97%-62113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,700$1.71M<0.01%+4,72713F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC30,809$1.66M1.37%-40013F-HRTimeline
Oath Planning, LLC30,785$1.66M1.23%+2,45213F-HRTimeline
Cresset Asset Management, LLC30,769$1.66M0.01%+1,05313F-HRTimeline
Heritage Wealth Management, Inc./Texas30,505$1.65M0.63%-23813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,418$1.64M<0.01%+4,72913F-HRTimelineGroup
Gotham Asset Management, LLC30,008$1.62M<0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.29,940$1.62M0.01%new13F-HRTimeline
RB Capital Management, LLC29,763$1.61M0.31%+4,80613F-HRTimeline
Beacon Financial Advisory LLC29,672$1.6M0.32%+5,11513F-HRTimeline
Chicago Partners Investment Group LLC28,679$1.59M0.03%+46613F-HRTimeline
Berger Financial Group, Inc29,516$1.59M0.08%+1,60613F-HRTimeline
Geneos Wealth Management Inc.29,427$1.59M0.03%+1,19413F-HRTimeline
Lutz Financial Services LLC29,015$1.57M0.1%-5213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.29,000$1.57M0.03%+14,50013F-HRTimelineGroup
Optivise Advisory Services LLC28,807$1.56M0.79%+6,97213F-HRTimeline
Dorsey & Whitney Trust CO LLC28,777$1.55M0.08%+49513F-HRTimeline
Wedmont Private Capital28,039$1.55M0.04%-2,24613F-HRTimeline
Powerhouse Assets LLC28,698$1.55M1.26%-1,74413F-HRTimeline
Secure Asset Management, LLC28,629$1.55M0.22%-29113F-HRTimeline
25 LLC28,394$1.53M0.42%+20213F-HRTimeline
Americana Partners, LLC28,374$1.53M0.03%013F-HRTimeline
ProCore Advisors, LLC28,179$1.52M1.89%+92613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC27,809$1.5M0.41%+15,11613F-HR/ATimeline
Broadhurst Jeffrey B27,717$1.5M3.19%-22,50513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC27,467$1.48M0.69%+1,04713F-HRTimeline
OneDigital Investment Advisors LLC27,285$1.47M0.01%+4013F-HRTimeline
Rehmann Capital Advisory Group27,245$1.47M0.07%-48613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding27,030$1.46M+22,290Timeline
Advyzon Investment Management, LLC26,918$1.45M0.11%+2,59513F-HRTimeline
McGrath & Associates, Inc.26,692$1.44M1.88%+3,14313F-HRTimeline
XY Planning Network, Inc.26,346$1.42M0.18%+7,40813F-HRTimeline
STAGE HARBOR FINANCIAL, LLC25,914$1.4M0.81%+6,14113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,857$1.4M0.25%-46113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC25,732$1.39M0.71%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC25,691$1.39M0.23%+8,97813F-HRTimeline
Elmwood Wealth Management, Inc.25,585$1.38M0.35%-6313F-HRTimeline
Clarity Capital Advisors, LLC25,391$1.37M0.58%+29413F-HRTimeline
Arcadia Wealth Management, LLC25,346$1.37M0.43%-3,91213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC25,076$1.35M0.38%-66813F-HRTimeline
SUTTON PLACE INVESTORS LLC24,173$1.31M0.63%+12813F-HRTimeline
Wealth Enhancement Trust Services, Inc.24,140$1.3M0.14%-1,17013F-HR/ATimeline
UPTICK PARTNERS, LLC24,112$1.3M0.2%+12,67113F-HRTimeline
HBW ADVISORY SERVICES LLC24,089$1.3M0.12%+1,16613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC24,079$1.3M0.15%+8,77013F-HRTimeline
Foundation Wealth Management, LLC\PA23,632$1.28M0.39%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV21,749$1.26M0.41%-3713F-HRTimeline
Archvest Wealth Advisors, Inc.22,874$1.24M0.71%+4013F-HRTimeline
Longview Financial Advisors LLC22,729$1.23M0.61%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,665$1.22M0.12%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.22,547$1.22M0.04%+14,11213F-HRTimeline
Mills Wealth Advisors LLC22,455$1.21M0.38%-15013F-HRTimeline
E6 Portfolios, LLC22,454$1.21M0.97%+2,10013F-HRTimeline
New Dimensions Wealth Management, LLC22,436$1.21M0.92%-45513F-HRTimeline
Coston, McIsaac & Partners22,439$1.21M0.24%+4,35213F-HRTimeline
Everest Financial Group LLC22,311$1.21M0.16%+32113F-HRTimeline
Long Island Wealth Management, Inc.22,054$1.19M0.49%+9,43013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,000$1.19M0.02%new13F-HRTimeline
Midwest Trust Co21,856$1.18M0.01%+6,36413F-HRTimeline
Approach Retirement Advisors, LLC21,625$1.17M0.85%-29813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC21,605$1.17M0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,571$1.17M<0.01%-46013F-HRTimelineGroup
Hardin Capital Partners, LLC21,463$1.16M0.54%+1,96813F-HRTimeline
HARBOUR INVESTMENTS, INC.21,284$1.15M0.02%+39813F-HRTimeline
Eaton Financial Holdings Company, LLC21,236$1.15M0.32%+28613F-HRTimeline
Cornerstone National Bank & Trust Co21,132$1.14M0.39%+10,62713F-HRTimeline
Brand Asset Management Group, Inc.21,043$1.14M0.25%+10,59113F-HRTimeline
J.W. COLE ADVISORS, INC.20,989$1.13M0.02%+513F-HRTimeline
GWN SECURITIES INC.20,908$1.13M0.19%+1,87513F-HRTimeline
SJS Investment Consulting Inc.20,785$1.12M0.12%-42013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20,668$1.12M0.51%+8613F-HRTimeline
BFSG, LLC20,580$1.11M0.1%+3,34713F-HRTimeline
CogentBlue Wealth Advisors, LLC20,471$1.11M0.63%-12913F-HRTimeline
D.A. DAVIDSON & CO.20,206$1.09M0.01%+1,71613F-HRTimeline
IEQ CAPITAL, LLC20,160$1.09M0.01%+6,31213F-HRTimeline
Avant Financial Advisors LLC20,080$1.08M0.68%013F-HRTimeline
Mustard Seed Financial, LLC20,019$1.08M0.56%+3,69513F-HRTimeline
Bragg Financial Advisors, Inc20,004$1.08M0.03%new13F-HRTimeline
Level Financial Advisors19,900$1.07M0.24%-5713F-HRTimeline
Capital Investment Management, Inc.19,733$1.07M0.33%+4813F-HRTimeline
Prosperity Planning, Inc.19,384$1.05M0.24%-2,82313F-HRTimeline
CURIO WEALTH, LLC19,201$1.04M0.32%+14913F-HRTimeline
IFG Advisors, LLC19,152$1.03M0.14%013F-HRTimeline
Capital Investment Advisory Services, L…19,093$1.03M0.06%+1,60413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC19,012$1.03M0.32%-3913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.18,801$1.02M0.55%+33213F-HRTimeline
NerdWallet Wealth Partners, LLC18,783$1.01M0.35%new13F-HRTimeline
Ellenbecker Investment Group18,747$1.01M0.12%-71013F-HRTimeline
IFG Advisory, LLC18,711$1.01M0.04%+18,51113F-HRTimeline
TENET WEALTH PARTNERS, LLC17,981$1.01M0.75%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC18,680$1.01M0.31%-2,11113F-HRTimeline
Tandem Financial, LLC18,403$994K0.32%+72613F-HRTimeline
JT Stratford LLC18,296$988K0.11%+18913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …18,040$975K0.01%-3,01113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,871$965K0.01%+51713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.17,843$964K<0.01%+15,98713F-HRTimelineGroup
J. Derek Lewis & Associates Inc.17,767$960K0.18%+27813F-HRTimeline
Versant Capital Management, Inc17,755$959K0.09%+6813F-HRTimeline
Oder Investment Management, LLC17,680$955K0.64%+5,54713F-HRTimeline
Acorn Wealth Advisors, LLC17,668$954K0.23%+3513F-HRTimeline
Mullaney, Keating & Wright, Inc.17,482$944K0.46%+15413F-HRTimeline
Abacus Wealth Partners, LLC17,434$942K0.1%013F-HRTimeline
Nicholas Hoffman & Company, LLC.17,255$932K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,199$929K<0.01%-27313F-HRTimelineGroup
Interchange Capital Partners, LLC17,152$927K0.17%+5713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,045$921K0.04%+1,84113F-HRTimeline
Global Retirement Partners, LLC17,014$919K0.01%13F-HRTimeline
Parallel Advisors, LLC16,936$915K0.01%-82113F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,551$894K0.28%-66913F-HRTimeline
Balentine LLC16,373$884K0.03%013F-HRTimeline
Sunesis Advisors, LLC16,314$881K0.36%013F-HRTimeline
Dana Investment Advisors, Inc.16,138$872K0.02%+4,53413F-HRTimeline
Kane Co Wealth Management, Inc.15,985$864K0.66%+213F-HRTimeline
MN Wealth Advisors, LLC15,946$861K0.37%-66413F-HRTimeline
Modern Wealth Management, LLC15,911$860K0.01%+27013F-HRTimeline
Signal Advisors Wealth, LLC15,816$854K0.04%-7213F-HRTimeline
Iowa State Bank15,812$854K0.14%013F-HRTimeline
MB Generational Wealth, LLC15,522$838K0.41%-9213F-HRTimeline
Madison Wealth Partners, Inc15,459$835K0.11%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,380$831K0.02%013F-HRTimeline
Sovran Advisors, LLC14,577$819K0.06%+98813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,870$803K<0.01%+22513F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC14,802$800K0.43%-4,93813F-HRTimeline
Coastal Bridge Advisors, LLC14,680$793K0.05%+43713F-HRTimeline
Tranquility Partners, LLC14,620$790K0.27%+2,02413F-HRTimeline
Ironwood Financial, llc14,227$787K0.12%013F-HRTimeline
Elser Financial Planning, Inc14,325$774K0.03%013F-HRTimeline
RAM Investment Partners, LLC14,226$768K0.12%+18913F-HRTimeline
GTS SECURITIES LLC14,109$762K0.02%new13F-HRTimeline
Owl Creek Wealth Partners LLC14,008$757K0.22%+90913F-HRTimeline
Simplicity Wealth,LLC13,858$749K0.03%-2,79013F-HRTimeline
Fort Point Capital Partners LLC13,767$744K0.08%new13F-HRTimeline
Goepper Burkhardt LLC13,742$742K0.22%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$737K<0.01%013F-HRTimelineGroup
NWAM LLC13,623$736K0.04%+3513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,076$735K0.24%013F-HRTimeline
Navis Wealth Advisors, LLC13,573$733K0.28%-27,47513F-HRTimeline
Compass Ion Advisors, LLC13,509$730K0.06%+9013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,497$729K0.01%+30013F-HRTimelineGroup
RFG Advisory, LLC13,334$720K0.01%-54813F-HRTimeline
Blume Capital Management, Inc.13,200$713K0.11%013F-HRTimeline
International Private Wealth Advisors L…13,104$708K0.36%+11513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,871$695K0.01%+1413F-HRTimeline
Compass Advisory Group LLC12,772$690K0.16%+2,86613F-HRTimeline
Santori & Peters, Inc.12,741$688K0.19%+11413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,625$682K<0.01%+1,22413F-HRTimelineGroup
Trailhead Planners LLC12,404$670K0.65%013F-HRTimeline
Oak Wealth Advisors LLC12,402$670K0.32%+8713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,208$659K<0.01%-37,68613F-HRTimelineGroup
HANOVER ADVISORS INC12,177$658K0.24%013F-HRTimeline
Vantus Wealth LLC12,120$655K0.35%13F-HRTimeline
Dynamic Advisor Solutions LLC12,049$651K0.02%+5,31313F-HRTimeline
Unison Advisors LLC12,047$651K0.05%+15113F-HRTimeline
Orcam Financial Group11,820$639K0.31%new13F-HRTimeline
Heritage Investment Group, Inc.11,724$633K0.09%+7,63013F-HRTimeline
Kathmere Capital Management, LLC11,722$633K0.03%-8613F-HRTimeline
Waterfront Wealth Inc.11,398$632K0.1%+1113F-HRTimeline
Ares Financial Consulting, LLC11,666$630K0.45%+15313F-HRTimeline
James J. Burns & Company, LLC11,587$626K0.07%+6913F-HRTimeline
Vision Capital Management, Inc.11,513$622K0.07%013F-HRTimeline
Pasadena Private Wealth, LLC11,483$620K0.08%+13313F-HRTimeline
Roundview Capital LLC11,288$610K0.03%013F-HRTimeline
Archer Investment Management, LLC11,222$606K0.21%-23213F-HRTimeline
Gemmer Asset Management LLC11,140$602K0.04%+213F-HRTimeline
Capital Investment Advisors, LLC11,090$599K0.01%+25513F-HRTimeline
Pure Financial Advisors, LLC11,009$595K0.01%+1913F-HRTimeline
Quadcap Wealth Management, LLC10,991$594K0.06%-70813F-HRTimeline
First Western Trust Bank10,876$588K0.03%-28313F-HRTimeline
BOS Asset Management, LLC10,788$583K0.14%-12013F-HRTimeline
WealthCollab, LLC10,754$581K0.21%+6413F-HRTimeline
Meredith Wealth Planning10,752$581K0.14%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,742$580K0.04%+80013F-HRTimeline
Argent Trust Co10,698$578K0.02%+95313F-HRTimeline
E-Wealth Partners, LLC10,674$577K0.42%-94713F-HRTimeline
Institute for Wealth Management, LLC.10,571$571K0.05%-3113F-HRTimeline
First Financial Group Corp10,433$564K0.41%+32313F-HRTimeline
Truepoint, Inc.10,353$559K0.01%013F-HRTimeline
HUB Investment Partners, LLC10,318$557K0.01%new13F-HRTimeline
Argyle Capital Partners, LLC10,194$551K0.35%+2,73513F-HRTimeline
Lansing Street Advisors10,110$546K0.12%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.9,874$533K0.05%+2,24513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,766$528K<0.01%-17913F-HRTimelineGroup
Narus Financial Partners, LLC9,752$527K0.14%+2913F-HRTimeline
Financial Symmetry Inc9,752$526K0.18%+1113F-HRTimeline
Permanent Capital Management, LP9,670$522K0.07%new13F-HRTimeline
Beta Wealth Group, Inc.9,657$522K0.2%013F-HRTimeline
ALKEME WEALTH, LLC9,591$518K0.2%+14013F-HRTimeline
Passive Capital Management, LLC.10,272$513K0.16%-2013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,397$508K0.01%+20813F-HRTimeline
Old Mission Investment Co LLC9,335$504K0.1%13F-HRTimeline
K2 Financial Inc.9,089$504K0.36%-1,30213F-HRTimeline
Orion Porfolio Solutions, LLC9,315$503K<0.01%013F-HRTimeline