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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

601 managers (606 13F filers) reported a position in DFIV shares at 2024-12-31, 200,782,035 shares in all. 34 filers opened a position and 28 filers sold out during the quarter.

Managers
601
13F filers
606
New
34
Added
265
Reduced
141
Sold out
28
Shares held by filers
200,782,035

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Carlton Hofferkamp & Jenks Wealth Manag…13,076$490K0.18%013F-HRTimeline
Formidable Asset Management, LLC13,664$485K0.08%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$484K<0.01%013F-HRTimelineGroup
Vision Capital Management, Inc.13,221$469K0.07%013F-HRTimeline
EVOKE WEALTH, LLC13,195$468K0.01%+2913F-HRTimeline
Blume Capital Management, Inc.13,150$467K0.1%-1,00013F-HRTimeline
Tarbox Family Office, Inc.12,942$459K0.08%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,725$451K<0.01%new13F-HRTimelineGroup
Heritage Financial Services, LLC12,643$449K0.06%013F-HRTimeline
Cassady Schiller Wealth Management, LLC12,413$440K0.16%+2,24813F-HRTimeline
Medallion Wealth Advisors, LLC12,240$436K0.22%13F-HRTimeline
Compass Ion Advisors, LLC12,254$435K0.05%013F-HRTimeline
Oak Wealth Advisors LLC12,180$432K0.33%13F-HRTimeline
Hemington Wealth Management12,197$432K0.11%013F-HRTimeline
Five Oceans Advisors12,081$429K0.2%+22513F-HRTimeline
Old Mission Investment Co LLC12,078$429K0.13%-2,91513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,042$427K0.1%013F-HRTimeline
Unison Advisors LLC11,834$420K0.05%-20713F-HRTimeline
Kathmere Capital Management, LLC11,808$419K0.04%013F-HRTimeline
One Charles Private Wealth Services, LLC11,721$416K0.14%013F-HRTimeline
BRIGHTON JONES LLC11,578$411K0.01%+10513F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,543$410K0.01%+73913F-HRTimeline
Waterfront Wealth Inc.11,387$404K0.1%013F-HRTimeline
Gemmer Asset Management LLC11,132$395K0.04%-24,32313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,118$394K0.01%+11013F-HRTimelineGroup
HANOVER ADVISORS INC11,090$393K0.17%013F-HRTimeline
K2 Financial Inc.11,027$390K0.39%13F-HRTimeline
IEQ CAPITAL, LLC10,632$377K<0.01%013F-HRTimeline
Hardin Capital Partners, LLC10,616$377K0.23%+1,73113F-HRTimeline
Tranquility Partners, LLC10,603$376K0.14%-3,04713F-HRTimeline
Institute for Wealth Management, LLC.10,552$374K0.05%013F-HRTimeline
FineMark National Bank & Trust10,459$371K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC10,450$371K0.16%-81613F-HRTimeline
Brand Asset Management Group, Inc.10,371$368K0.15%+2313F-HRTimeline
Silver Oak Advisory Group, Inc.10,208$362K0.19%013F-HRTimeline
Private Portfolio Partners LLC10,123$359K0.07%+80013F-HRTimeline
Turning Point Benefit Group, Inc.10,126$358K0.34%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,089$358K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank9,946$353K0.01%+89213F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,844$349K0.17%-19813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,811$347K0.02%-4,69513F-HRTimelineGroup
SageOak Financial, LLC9,744$346K0.32%13F-HRTimeline
Klingman & Associates, LLC9,721$345K0.02%013F-HRTimeline
RTD Financial Advisors, Inc.9,678$343K0.04%013F-HRTimeline
Beta Wealth Group, Inc.9,625$341K0.15%+41013F-HRTimeline
Argent Trust Co9,583$340K0.01%-4913F-HRTimeline
Dynamic Advisor Solutions LLC9,514$338K0.01%+18213F-HRTimeline
Partners in Financial Planning9,446$335K0.07%+4113F-HRTimeline
Narus Financial Partners, LLC9,434$335K0.11%-33613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,319$331K<0.01%-2,18013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,209$330K<0.01%-33113F-HRTimelineGroup
MIdWestOne Financial Group, Inc.9,171$325K0.05%013F-HRTimeline
ALKEME WEALTH, LLC9,127$324K0.15%+9013F-HRTimeline
Financial Symmetry Inc9,010$320K0.22%013F-HRTimeline
Clearstead Advisors, LLC8,986$319K<0.01%013F-HRTimeline
Golden Bell Financial Planning LLC8,935$317K0.32%13F-HRTimeline
Pure Financial Advisors, LLC8,895$316K0.01%+25913F-HRTimeline
Parkside Financial Bank & Trust8,842$314K0.04%+7,38213F-HRTimeline
Empower Advisory Group, LLC8,784$312K<0.01%+3,01213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,760$311K0.05%+68613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,717$309K<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC8,654$307K0.04%013F-HRTimeline
Seaside Wealth Management, Inc.8,651$307K0.11%+8113F-HRTimeline
BOK Financial Private Wealth, Inc.8,545$303K0.02%-93113F-HRTimeline
BIP Wealth, LLC8,528$303K0.02%+1,74213F-HRTimeline
Safeguard Financial, LLC8,502$302K0.07%new13F-HRTimeline
Curi Capital, LLC8,421$299K0.01%-29813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,359$297K0.01%-5,02613F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,347$296K0.03%13F-HRTimeline
Pinnacle Financial Partners Inc8,335$296K0.01%013F-HRTimeline
Simplicity Wealth,LLC8,305$295K0.06%-9,78213F-HRTimeline
Capital Investment Advisors, LLC8,216$292K0.01%013F-HRTimeline
Advyzon Investment Management, LLC8,197$291K0.11%13F-HRTimeline
Flagstone Financial Management8,152$289K0.1%013F-HRTimeline
Acorn Wealth Advisors, LLC8,045$285K0.12%-24,06013F-HRTimeline
Litman Gregory Wealth Management LLC7,861$279K0.02%-1,19313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,832$278K0.12%+5,05813F-HRTimeline
James J. Burns & Company, LLC7,777$276K0.05%+55413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,571$269K0.2%13F-HRTimeline
Beacon Financial Advisory LLC7,561$268K0.09%+1,39213F-HRTimeline
Baker Avenue Asset Management, LP7,400$263K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,306$259K<0.01%013F-HRTimelineGroup
Red Tortoise LLC7,288$259K0.14%013F-HRTimeline
RS CRUM INC.7,272$258K0.06%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,210$256K<0.01%-58113F-HRTimelineGroup
Goldstein Advisors, LLC7,116$252K0.04%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC7,097$252K0.03%new13F-HRTimeline
BOS Asset Management, LLC7,053$250K0.09%+1313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,021$249K0.06%013F-HRTimeline
Matisse Capital7,000$248K0.13%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,978$248K0.2%13F-HRTimeline
RENASANT BANK6,941$246K0.16%013F-HRTimeline
Resonant Capital Advisors, LLC6,903$245K0.02%new13F-HRTimeline
FINANCIAL COUNSELORS INC6,843$243K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC6,838$243K0.02%-10113F-HRTimeline
SVB WEALTH LLC6,809$242K<0.01%new13F-HRTimeline
VERITY Wealth Advisors6,771$240K0.17%013F-HRTimeline
Faithward Advisors, LLC6,731$239K0.04%+48013F-HRTimeline
Laird Norton Wetherby Wealth Management…6,443$229K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.6,219$221K0.04%013F-HRTimeline
Grant Street Asset Management, Inc.6,115$217K0.06%+3113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,005$213K0.06%013F-HRTimeline
Fortis Advisors, LLC5,972$212K0.14%+5813F-HRTimeline
Rockwood Wealth Management, LLC5,978$212K0.02%+12213F-HRTimeline
Vestment Financial LLC5,923$212K0.16%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,956$211K<0.01%new13F-HRTimeline
Intrua Financial, LLC5,945$211K0.03%013F-HRTimeline
GRANDFIELD & DODD, LLC5,856$208K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,806$206K<0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.5,764$205K0.03%-5713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,697$202K0.01%13F-HRTimelineGroup
KDK Private Wealth Management, LLC5,641$200K0.21%13F-HRTimeline
Global Retirement Partners, LLC5,575$198K0.01%+2,43913F-HRTimeline
PRIVATE TRUST CO NA5,413$192K0.02%013F-HRTimeline
Caldwell Trust Co5,130$182K0.02%new13F-HRTimeline
Roble, Belko & Company, Inc4,489$159K0.03%013F-HRTimeline
IFP Advisors, Inc4,312$153K0.01%+1,68613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,106$146K<0.01%+16513F-HRTimelineGroup
Aptus Capital Advisors, LLC3,720$132K<0.01%-21213F-HRTimeline
Transce3nd, LLC3,516$128K0.04%13F-HRTimeline
McIlrath & Eck, LLC3,519$125K0.02%-15913F-HRTimeline
Sage Mountain Advisors LLC3,329$118K0.01%013F-HRTimeline
True Wealth Design, LLC3,237$115K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,213$114K<0.01%+3213F-HRTimelineGroup
Ridgewood Investments LLC3,153$112K0.05%+2313F-HRTimeline
SIGNATUREFD, LLC3,034$108K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.3,003$107K0.02%+3013F-HRTimeline
Pinnacle Bancorp, Inc.2,940$104K0.03%-22313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,900$103K0.01%013F-HRTimeline
Dogwood Wealth Management LLC2,857$101K0.05%+22113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,659$98.9K<0.01%+1,79013F-HRTimelineGroup
Redwood Park Advisors LLC2,736$97.1K0.08%13F-HRTimeline
FIRST COMMUNITY TRUST NA2,628$93.2K0.07%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,593$92K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,460$87.3K0.01%013F-HRTimeline
Coston, McIsaac & Partners2,351$83K0.02%+2313F-HRTimeline
Wilmington Savings Fund Society, FSB2,324$82.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,305$81.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,248$79.8K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…2,212$78K0.06%+13213F-HRTimeline
Reyes Financial Architecture, Inc.2,184$77.5K0.06%13F-HRTimeline
Orion Capital Management LLC2,155$76.4K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,004$71.1K<0.01%+43313F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/1,995$70.8K0.03%new13F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$69.6K0.01%013F-HRTimeline
Pacific Center for Financial Services1,852$65.7K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,738$63.7K<0.01%-5,15513F-HRTimeline
Blue Trust, Inc.1,772$62.9K<0.01%013F-HR/ATimeline
SITTNER & NELSON, LLC1,721$61.1K0.03%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,700$60K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC1,589$56.3K0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,583$56.2K0.02%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,424$50.5K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,423$50K0.01%013F-HRTimeline
Parallel Advisors, LLC1,387$49.2K<0.01%+1,16913F-HRTimeline
Paladin Advisory Group, LLC1,335$47.4K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,074$38.1K<0.01%-21213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,053$37.4K0.07%-8,15213F-HRTimeline
Glen Eagle Advisors, LLC1,050$37.3K0.01%013F-HRTimeline
DecisionPoint Financial, LLC1,035$36.7K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,020$36.2K<0.01%013F-HRTimeline
Providence First Trust Co980$34.8K0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.970$34.4K0.02%13F-HRTimeline
American Capital Advisory, LLC939$33.3K0.02%-2713F-HRTimeline
Private Wealth Management Group, LLC904$32.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC891$31.6K<0.01%+54913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…857$30.4K0.01%013F-HRTimeline
BFSG, LLC850$30.2K<0.01%+79813F-HRTimeline
First PREMIER Bank800$28K0.01%new13F-HRTimeline
GeoWealth Management, LLC784$27.8K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP771$27.3K0.01%+48913F-HRTimeline
Hara Capital LLC750$26.6K0.02%-25013F-HR/ATimeline
West Financial Advisors, LLC666$23.6K<0.01%013F-HRTimeline
SYM FINANCIAL Corp616$21.9K<0.01%013F-HRTimeline
Key Financial Inc576$20.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC550$20K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.549$19.5K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.520$18.4K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC418$14.8K<0.01%+30713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.408$14.5K<0.01%013F-HRTimeline
GODSEY & GIBB, INC401$14.2K<0.01%013F-HRTimeline
Pineridge Advisors LLC373$13.2K<0.01%+413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC328$11.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC313$11.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$10.8K0.01%013F-HRTimeline
NorthRock Partners, LLC258$9.15K<0.01%013F-HR/ATimeline
Truvestments Capital LLC223$7.91K<0.01%-29813F-HRTimeline
Legacy Investment Solutions, LLC200$7.53K<0.01%-19213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$7.53K<0.01%-19213F-HRTimelineGroup
MGB Wealth Management, LLC207$7.34K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/185$6.56K<0.01%-96513F-HRTimelineGroup
Fortitude Family Office, LLC172$6.1K<0.01%new13F-HRTimeline
Archer Investment Corp153$5.43K<0.01%013F-HRTimeline
Operose Advisors LLC148$5.25K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.141$5K<0.01%+113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC102$3.62K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC74$2.62K<0.01%13F-HRTimeline
Millstone Evans Group, LLC64$2.27K<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.43$1.51K<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$35<0.01%new13F-HRTimelineGroup