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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

639 managers (645 13F filers) reported a position in DFIV shares at 2025-03-31, 212,408,531 shares in all. 69 filers opened a position and 18 filers sold out during the quarter.

Managers
639
13F filers
645
New
69
Added
271
Reduced
195
Sold out
18
Shares held by filers
212,408,531

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Signal Advisors Wealth, LLC16,256$640K0.06%+90513F-HRTimeline
Asset Dedication, LLC15,982$629K0.05%013F-HRTimeline
Clayton Financial Group LLC15,930$627K0.23%-2,38913F-HRTimeline
MN Wealth Advisors, LLC15,824$623K0.37%-31,08813F-HRTimeline
Iowa State Bank15,812$622K0.13%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC15,706$618K0.13%+1,11913F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,635$615K0.02%013F-HRTimeline
Mullaney, Keating & Wright, Inc.15,527$611K0.41%+3213F-HRTimeline
Capital Investment Advisory Services, L…15,089$594K0.05%+60013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,827$584K0.14%new13F-HRTimeline
Formidable Asset Management, LLC14,752$581K0.1%+1,08813F-HRTimeline
Abacus Wealth Partners, LLC14,472$570K0.09%013F-HRTimeline
Beacon Financial Advisory LLC14,242$561K0.17%+6,68113F-HRTimeline
Ironwood Financial, llc14,227$560K0.12%-20013F-HRTimeline
Ballentine Partners, LLC14,023$552K0.01%-1,29013F-HRTimeline
RAM Investment Partners, LLC13,840$545K0.13%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$537K<0.01%013F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC13,395$527K0.37%+5,82413F-HRTimeline
Blume Capital Management, Inc.13,150$518K0.12%013F-HRTimeline
IFP Advisors, Inc12,994$511K0.02%+8,68213F-HRTimeline
Simplicity Wealth,LLC12,868$506K0.04%+4,56313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,076$500K0.21%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,644$498K0.11%+60213F-HRTimeline
Acorn Wealth Advisors, LLC12,623$497K0.21%+4,57813F-HRTimeline
Tassel Capital Management, Inc.12,431$489K0.43%-2,38613F-HRTimeline
Brand Asset Management Group, Inc.12,257$482K0.2%+1,88613F-HRTimeline
Compass Ion Advisors, LLC12,254$482K0.06%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,236$482K0.01%+1,11813F-HRTimelineGroup
Oak Wealth Advisors LLC12,180$479K0.35%013F-HRTimeline
Unison Advisors LLC11,822$465K0.06%-1213F-HRTimeline
Kathmere Capital Management, LLC11,808$465K0.04%013F-HRTimeline
Tarbox Family Office, Inc.11,789$464K0.08%-1,15313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,743$462K0.02%+20013F-HRTimeline
One Charles Private Wealth Services, LLC11,721$461K0.15%013F-HRTimeline
BRIGHTON JONES LLC11,596$456K0.01%+1813F-HRTimeline
Hemington Wealth Management11,582$455K0.07%-61513F-HRTimeline
Waterfront Wealth Inc.11,387$448K0.11%013F-HRTimeline
Gemmer Asset Management LLC11,133$438K0.04%+113F-HRTimeline
CW Advisors, LLC11,043$437K0.01%new13F-HRTimeline
K2 Financial Inc.11,240$433K0.42%+21313F-HRTimeline
HANOVER ADVISORS INC10,983$432K0.19%-10713F-HRTimeline
Hardin Capital Partners, LLC10,940$431K0.26%+32413F-HRTimeline
Vision Capital Management, Inc.10,931$430K0.06%-2,29013F-HRTimeline
Sandy Spring Bank10,914$430K0.02%+96813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,824$426K0.01%-8,83813F-HRTimeline
FineMark National Bank & Trust10,786$425K0.02%+32713F-HRTimeline
IEQ CAPITAL, LLC10,632$418K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.10,552$415K0.05%013F-HRTimeline
GWN SECURITIES INC.10,400$409K0.02%new13F-HRTimeline
BIP Wealth, LLC10,306$406K0.03%+1,77813F-HRTimeline
Tranquility Partners, LLC10,296$405K0.16%-30713F-HRTimeline
Silver Oak Advisory Group, Inc.10,208$401K0.21%013F-HRTimeline
Parallel Advisors, LLC10,186$401K0.01%+8,79913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,811$396K0.02%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,983$393K<0.01%new13F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC9,971$392K0.18%+12713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,942$391K0.06%+1,28813F-HRTimeline
Klingman & Associates, LLC9,721$383K0.02%013F-HRTimeline
Argent Trust Co9,583$377K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,537$375K<0.01%+21813F-HRTimeline
James J. Burns & Company, LLC9,521$375K0.07%+1,74413F-HRTimeline
Five Oceans Advisors9,495$374K0.18%-2,58613F-HRTimeline
Benchmark Wealth Management, LLC9,482$373K0.18%new13F-HRTimeline
Quadcap Wealth Management, LLC9,476$373K0.05%-9,21813F-HRTimeline
Partners in Financial Planning9,462$372K0.07%+1613F-HRTimeline
Dynamic Advisor Solutions LLC9,410$370K0.01%-10413F-HRTimeline
MIdWestOne Financial Group, Inc.9,171$361K0.05%013F-HRTimeline
ALKEME WEALTH, LLC9,160$361K0.16%+3313F-HRTimeline
Golden Bell Financial Planning LLC9,144$360K0.35%+20913F-HRTimeline
Pettinga Financial Advisors LLC9,060$357K0.08%new13F-HRTimeline
Sculati Wealth Management, LLC9,058$357K0.14%new13F-HRTimeline
Financial Symmetry Inc9,010$355K0.22%013F-HRTimeline
GDS Wealth Management8,951$352K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,868$352K0.05%+10813F-HRTimeline
Beta Wealth Group, Inc.8,846$348K0.13%-77913F-HRTimeline
RTD Financial Advisors, Inc.8,696$342K0.05%-98213F-HRTimeline
Seaside Wealth Management, Inc.8,681$342K0.12%+3013F-HRTimeline
Johnson Financial Group, LLC8,649$340K0.04%new13F-HRTimeline
Heritage Financial Services, LLC8,646$340K0.03%-3,99713F-HRTimeline
Old Mission Investment Co LLC8,578$338K0.1%-3,50013F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,479$334K0.01%+13213F-HRTimeline
BOK Financial Private Wealth, Inc.8,457$333K0.03%-8813F-HRTimeline
Curi Capital, LLC8,451$333K0.01%+3013F-HRTimeline
Advyzon Investment Management, LLC8,442$332K0.12%+24513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,389$330K0.01%+3013F-HRTimeline
Pinnacle Financial Partners Inc8,335$328K0.01%013F-HRTimeline
Capital Investment Advisors, LLC8,216$323K0.01%013F-HRTimeline
CRA Financial Services, LLC8,082$318K0.05%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC8,059$317K0.04%+96213F-HRTimeline
Samalin Investment Counsel, LLC7,991$315K0.13%-2,45913F-HRTimeline
Pure Financial Advisors, LLC7,864$310K0.01%-1,03113F-HRTimeline
Litman Gregory Wealth Management LLC7,861$309K0.03%013F-HRTimeline
Elser Financial Planning, Inc7,789$307K0.42%-13,71013F-HRTimeline
Flagstone Financial Management7,785$306K0.1%-36713F-HRTimeline
Quantum Financial Advisors, LLC7,723$304K0.05%-7,22413F-HRTimeline
Parkside Financial Bank & Trust7,590$299K0.04%-1,25213F-HRTimeline
AlphaCore Capital LLC7,565$298K0.03%new13F-HRTimeline
Narus Financial Partners, LLC7,521$296K0.1%-1,91313F-HRTimeline
Faithward Advisors, LLC7,515$296K0.05%+78413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,463$294K<0.01%+15713F-HRTimelineGroup
Baker Avenue Asset Management, LP7,400$291K0.01%013F-HRTimeline
Accel Wealth Management7,308$288K0.1%new13F-HRTimeline
Red Tortoise LLC7,288$287K0.15%013F-HRTimeline
RS CRUM INC.7,272$286K0.08%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,251$285K<0.01%+1,44513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,210$284K<0.01%013F-HRTimelineGroup
Goldstein Advisors, LLC7,116$280K0.04%013F-HRTimeline
BOS Asset Management, LLC7,053$278K0.1%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,021$276K0.07%013F-HRTimeline
Matisse Capital7,000$276K0.15%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,978$275K0.22%013F-HRTimeline
RENASANT BANK6,941$273K0.18%013F-HRTimeline
Resonant Capital Advisors, LLC6,906$272K0.02%+313F-HRTimeline
SHUFRO ROSE & CO LLC6,838$269K0.02%013F-HRTimeline
SVB WEALTH LLC6,816$268K0.01%+713F-HRTimeline
VERITY Wealth Advisors6,771$267K0.2%013F-HRTimeline
FINANCIAL COUNSELORS INC6,763$266K<0.01%-8013F-HRTimeline
Empower Advisory Group, LLC6,493$256K<0.01%-2,29113F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC6,440$253K0.19%new13F-HRTimeline
Sowell Financial Services LLC6,351$250K0.01%new13F-HRTimeline
Pekin Hardy Strauss, Inc.6,270$247K0.03%new13F-HRTimeline
BluePointe Capital Management, LLC6,148$242K0.09%new13F-HRTimeline
Bridgewater Advisors Inc.5,987$242K0.02%new13F-HRTimeline
Grant Street Asset Management, Inc.6,137$242K0.06%+2213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,005$236K0.07%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,971$235K0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,956$234K<0.01%013F-HRTimeline
Intrua Financial, LLC5,945$234K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC5,856$230K0.02%-12213F-HRTimeline
GRANDFIELD & DODD, LLC5,856$230K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.5,843$230K0.04%-37613F-HRTimeline
Redhawk Wealth Advisors, Inc.5,798$228K0.03%+3413F-HRTimeline
Long Island Wealth Management, Inc.5,739$226K0.14%new13F-HRTimeline
Vestment Financial LLC5,643$223K0.16%-28013F-HRTimeline
KDK Private Wealth Management, LLC5,641$222K0.25%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,620$221K<0.01%new13F-HRTimelineGroup
Heritage Investment Group, Inc.5,567$219K0.04%new13F-HRTimeline
WNY Asset Management, LLC5,542$218K0.03%new13F-HRTimeline
Bell Bank5,506$217K0.01%new13F-HRTimeline
Westmount Partners, LLC5,481$216K0.07%new13F-HRTimeline
Prospera Financial Services Inc5,475$215K<0.01%new13F-HRTimeline
CGN Advisors LLC5,444$214K0.02%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,394$212K-303Timeline
Balboa Wealth Partners5,308$209K0.05%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,307$209K<0.01%new13F-HRTimelineGroup
Safeguard Financial, LLC5,293$208K0.05%-3,20913F-HRTimeline
PRIVATE TRUST CO NA5,279$208K0.02%-13413F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,228$206K0.11%new13F-HRTimeline
Nalls Sherbakoff Group, LLC5,130$202K0.16%13F-HRTimeline
Caldwell Trust Co5,130$202K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,096$201K<0.01%-7,62913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,174$179K<0.01%-4,03513F-HRTimelineGroup
Roble, Belko & Company, Inc4,489$177K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,993$157K0.01%-11313F-HRTimelineGroup
SJS Investment Consulting Inc.3,680$145K0.02%new13F-HRTimeline
Clearstead Advisors, LLC3,636$143K<0.01%-5,35013F-HRTimeline
Aptus Capital Advisors, LLC3,622$143K<0.01%-9813F-HRTimeline
SIGNATUREFD, LLC3,534$139K<0.01%+50013F-HRTimeline
McIlrath & Eck, LLC3,519$139K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,346$132K<0.01%+3,16113F-HRTimelineGroup
Sage Mountain Advisors LLC3,329$131K0.01%013F-HRTimeline
Coston, McIsaac & Partners3,317$130K0.04%+96613F-HRTimeline
True Wealth Design, LLC3,237$127K0.05%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,224$127K<0.01%+1113F-HRTimelineGroup
Ridgewood Investments LLC3,162$124K0.06%+913F-HRTimeline
Pinnacle Bancorp, Inc.2,950$116K0.04%+1013F-HRTimeline
TFC Financial Management, Inc.2,946$116K0.02%-5713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,900$114K0.01%013F-HRTimeline
Dogwood Wealth Management LLC2,867$113K0.06%+1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,789$110K<0.01%+78513F-HRTimelineGroup
SITTNER & NELSON, LLC2,760$109K0.05%+1,03913F-HRTimeline
FIRST COMMUNITY TRUST NA2,628$103K0.09%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,516$99K0.02%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,460$96.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,324$91.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,305$90.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,248$88.5K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2,184$86K0.06%013F-HRTimeline
BFSG, LLC2,107$82.9K0.01%+1,25713F-HRTimeline
Orion Capital Management LLC1,996$78.5K0.03%-15913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,995$78.5K0.04%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$77.3K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,902$74.9K0.03%new13F-HRTimeline
Arax Advisory Partners1,881$74.1K<0.01%new13F-HRTimeline
Pacific Center for Financial Services1,852$72.9K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,849$72.8K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,772$69.7K<0.01%013F-HRTimeline
Transce3nd, LLC1,758$67.7K0.03%-1,75813F-HRTimeline
Rialto Wealth Management, LLC1,583$62.3K0.02%013F-HRTimeline
Qube Research & Technologies Ltd1,520$59.8K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,424$56K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,423$56K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,335$52.5K0.04%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,089$42.9K0.03%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,074$42.3K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,053$41.4K0.08%013F-HRTimeline
Glen Eagle Advisors, LLC1,050$41.3K0.01%013F-HRTimeline
DecisionPoint Financial, LLC1,035$40.7K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,020$40.1K<0.01%013F-HRTimeline
American Capital Advisory, LLC939$37K0.02%013F-HRTimeline