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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

686 managers (694 13F filers) reported a position in DFIV shares at 2025-06-30, 246,964,005 shares in all. 68 filers opened a position and 18 filers sold out during the quarter.

Managers
686
13F filers
694
New
68
Added
303
Reduced
197
Sold out
18
Shares held by filers
246,964,005

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ellenbecker Investment Group19,399$831K0.13%+22013F-HRTimeline
IFG Advisors, LLC19,336$828K0.14%-27213F-HRTimeline
Eaton Financial Holdings Company, LLC19,042$816K0.25%new13F-HRTimeline
FUTURE YOU WEALTH LLC18,775$804K0.44%013F-HRTimeline
JT Stratford LLC18,733$802K0.12%-1,23513F-HRTimeline
Mustard Seed Financial, LLC18,672$800K0.58%+5213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,434$790K<0.01%+17,01013F-HRTimelineGroup
Able Wealth Management LLC18,257$782K0.39%+75713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,053$768K0.03%+7,24213F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC17,917$767K0.31%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,830$764K<0.01%-99113F-HRTimelineGroup
MN Wealth Advisors, LLC17,690$758K0.44%+1,86613F-HRTimeline
Nicholas Hoffman & Company, LLC.17,510$750K0.02%+25513F-HRTimeline
Modern Wealth Management, LLC17,489$749K0.02%new13F-HR/ATimeline
Global Trust Asset Management, LLC17,442$747K0.4%-10,51613F-HRTimeline
Kaye Capital Management17,388$745K0.29%-8,91813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC17,069$731K0.46%+3,67413F-HRTimeline
Capital Investment Advisory Services, L…16,989$728K0.06%+1,90013F-HRTimeline
CURIO WEALTH, LLC16,983$727K0.32%+16,97413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,841$721K<0.01%new13F-HRTimelineGroup
NWAM LLC16,715$716K0.04%-1,62813F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,649$713K0.1%+7,78113F-HRTimeline
Archer Investment Management, LLC16,629$712K0.52%-50213F-HRTimeline
Smartleaf Asset Management LLC16,585$710K0.06%-1,24813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.16,540$708K0.45%-1,20913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC16,487$706K0.14%+78113F-HRTimeline
SJS Investment Consulting Inc.16,437$704K0.11%+12,75713F-HRTimeline
Mullaney, Keating & Wright, Inc.16,063$688K0.45%+53613F-HRTimeline
Signal Advisors Wealth, LLC15,897$681K0.05%-35913F-HRTimeline
Americana Partners, LLC15,894$681K0.02%new13F-HRTimeline
Iowa State Bank15,812$677K0.13%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,415$660K0.02%-22013F-HRTimeline
Hardin Capital Partners, LLC15,076$646K0.38%+4,13613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV14,767$632K0.13%+2,12313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,695$629K0.14%-13213F-HRTimeline
Abacus Wealth Partners, LLC14,518$622K0.09%+4613F-HRTimeline
GWN SECURITIES INC.14,239$610K0.11%+3,83913F-HRTimeline
Acorn Wealth Advisors, LLC13,997$599K0.22%+1,37413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,982$599K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC13,954$598K0.01%-2,97613F-HRTimeline
Savvy Advisors, Inc.13,818$592K0.04%new13F-HRTimeline
RAM Investment Partners, LLC13,737$588K0.12%-10313F-HRTimeline
Benchmark Wealth Management, LLC13,720$588K0.26%+4,23813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$585K<0.01%013F-HRTimelineGroup
Formidable Asset Management, LLC14,752$581K0.1%013F-HRTimeline
Vision Capital Management, Inc.13,221$566K0.07%+2,29013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,076$566K0.21%013F-HRTimeline
Blume Capital Management, Inc.13,200$565K0.12%+5013F-HRTimeline
Ironwood Financial, llc14,227$560K0.12%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,987$556K0.01%+75113F-HRTimelineGroup
FineMark National Bank & Trust12,918$553K0.02%+2,13213F-HRTimeline
Oak Wealth Advisors LLC12,756$546K0.35%+57613F-HRTimeline
WEALTHSPAN PARTNERS, LLC12,751$546K0.23%+2,78013F-HRTimeline
SYNOVUS FINANCIAL CORP12,635$541K0.01%new13F-HRTimeline
Clearstead Trust, LLC12,500$535K0.1%new13F-HRTimeline
BRIGHTON JONES LLC12,343$529K0.01%+74713F-HRTimeline
IEQ CAPITAL, LLC12,327$528K<0.01%+1,69513F-HRTimeline
Compass Ion Advisors, LLC12,254$525K0.06%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,145$520K<0.01%+4,89413F-HRTimeline
Unison Advisors LLC12,000$514K0.06%+17813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,943$512K0.02%+20013F-HRTimeline
Kathmere Capital Management, LLC11,808$506K0.04%013F-HRTimeline
One Charles Private Wealth Services, LLC11,721$502K0.14%013F-HRTimeline
Financial Harvest, LLC11,594$497K0.37%new13F-HRTimeline
Hemington Wealth Management11,582$496K0.07%013F-HRTimeline
CW Advisors, LLC11,566$495K<0.01%+52313F-HRTimeline
Tarbox Family Office, Inc.11,547$495K0.07%-24213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,514$493K<0.01%+6,34013F-HRTimelineGroup
Waterfront Wealth Inc.11,387$488K0.11%013F-HRTimeline
Quadcap Wealth Management, LLC11,314$485K0.06%+1,83813F-HRTimeline
Roundview Capital LLC11,288$483K0.03%new13F-HRTimeline
K2 Financial Inc.11,186$477K0.42%-5413F-HRTimeline
Gemmer Asset Management LLC11,136$477K0.04%+313F-HRTimeline
HANOVER ADVISORS INC10,928$468K0.19%-5513F-HRTimeline
Tranquility Partners, LLC10,779$462K0.16%+48313F-HRTimeline
Meredith Wealth Planning10,768$461K0.17%new13F-HRTimeline
James J. Burns & Company, LLC10,766$461K0.08%+1,24513F-HRTimeline
Five Oceans Advisors10,624$455K0.19%+1,12913F-HRTimeline
Institute for Wealth Management, LLC.10,552$452K0.05%013F-HRTimeline
Brand Asset Management Group, Inc.10,420$446K0.17%-1,83713F-HRTimeline
HB Wealth Management, LLC10,294$441K<0.01%new13F-HRTimeline
Passive Capital Management, LLC.10,150$435K0.14%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,112$433K0.01%+4,15613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,983$428K<0.01%013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,942$426K0.05%013F-HRTimeline
Dynamic Advisor Solutions LLC9,903$424K0.01%+49313F-HRTimeline
BIP Wealth, LLC9,894$424K0.03%-41213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,882$423K0.01%-94213F-HRTimeline
Silver Oak Advisory Group, Inc.9,815$420K0.2%-39313F-HRTimeline
Klingman & Associates, LLC9,721$416K0.02%013F-HRTimeline
Argent Trust Co9,583$410K0.02%013F-HRTimeline
Partners in Financial Planning9,542$409K0.08%+8013F-HRTimeline
Midwest Trust Co9,431$404K0.01%13F-HRTimeline
ALKEME WEALTH, LLC9,320$399K0.18%+16013F-HRTimeline
Golden Bell Financial Planning LLC9,217$395K0.37%+7313F-HRTimeline
MIdWestOne Financial Group, Inc.9,171$393K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,087$389K0.02%+69813F-HRTimeline
Faithward Advisors, LLC9,022$386K0.06%+1,50713F-HRTimeline
Financial Symmetry Inc9,010$386K0.2%013F-HRTimeline
AlphaCore Capital LLC8,995$385K0.01%+1,43013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC8,819$378K0.05%+76013F-HRTimeline
RTD Financial Advisors, Inc.8,696$372K0.05%013F-HRTimeline
Global Retirement Partners, LLC8,665$371K0.01%13F-HRTimeline
Heritage Financial Services, LLC8,646$370K0.04%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,567$367K0.02%+8813F-HRTimeline
Old Mission Investment Co LLC8,560$367K0.1%-1813F-HRTimeline
BOK Financial Private Wealth, Inc.8,358$358K0.02%-9913F-HRTimeline
Pinnacle Financial Partners Inc8,335$357K0.01%013F-HRTimeline
Advyzon Investment Management, LLC8,253$353K0.08%-18913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,218$352K0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC8,216$352K0.01%013F-HR/ATimeline
Litman Gregory Wealth Management LLC8,146$349K0.03%+28513F-HRTimeline
CRA Financial Services, LLC8,082$346K0.05%013F-HRTimeline
Pure Financial Advisors, LLC8,079$346K0.01%+21513F-HRTimeline
Atlas Private Wealth Advisors7,941$340K0.04%new13F-HRTimeline
Resonant Capital Advisors, LLC7,919$339K0.02%+1,01313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,892$338K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,852$336K+2,458Timeline
FinDec Wealth Services, Inc.7,809$334K0.35%-10,44813F-HRTimeline
Elser Financial Planning, Inc7,789$334K0.42%013F-HR/ATimeline
Flagstone Financial Management7,785$333K0.1%013F-HRTimeline
Samalin Investment Counsel, LLC7,737$331K0.13%-25413F-HRTimeline
Parkside Financial Bank & Trust7,590$325K0.04%013F-HRTimeline
Narus Financial Partners, LLC7,521$322K0.1%013F-HRTimeline
Clayton Financial Group LLC7,428$318K0.38%-8,50213F-HRTimeline
Baker Avenue Asset Management, LP7,400$317K0.01%013F-HRTimeline
Oder Investment Management, LLC7,399$317K0.24%new13F-HRTimeline
RS CRUM INC.7,272$311K0.07%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,204$309K0.01%new13F-HRTimelineGroup
Goldstein Advisors, LLC7,116$305K0.04%013F-HRTimeline
Pekin Hardy Strauss, Inc.7,105$304K0.03%+83513F-HRTimeline
BOS Asset Management, LLC7,053$302K0.1%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,035$301K<0.01%-17513F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,021$301K0.07%013F-HRTimeline
Matisse Capital7,000$300K0.14%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,978$299K0.23%013F-HRTimeline
First Financial Group Corp6,910$296K0.29%new13F-HRTimeline
Ridgewood Investments LLC6,909$296K0.13%+3,74713F-HRTimeline
Seaside Wealth Management, Inc.6,909$296K0.09%-1,77213F-HRTimeline
SVB WEALTH LLC6,850$293K0.02%+3413F-HRTimeline
VERITY Wealth Advisors6,771$290K0.19%013F-HRTimeline
Nalls Sherbakoff Group, LLC6,760$290K0.21%+1,63013F-HRTimeline
Tassel Capital Management, Inc.6,760$290K0.22%-5,67113F-HRTimeline
RENASANT BANK6,740$289K0.19%-20113F-HRTimeline
Empower Advisory Group, LLC6,493$278K<0.01%013F-HRTimeline
Laird Norton Wetherby Wealth Management…6,443$276K0.01%13F-HRTimeline
Sowell Financial Services LLC6,368$273K0.01%+1713F-HRTimeline
Beta Wealth Group, Inc.6,327$271K0.1%-2,51913F-HRTimeline
Harvest Investment Services, LLC6,307$270K0.06%new13F-HRTimeline
SHUFRO ROSE & CO LLC6,838$269K0.02%013F-HRTimeline
Grant Street Asset Management, Inc.6,245$267K0.06%+10813F-HRTimeline
Triad Wealth Partners, LLC6,240$267K0.05%new13F-HRTimeline
Quantum Financial Advisors, LLC6,221$266K0.04%-1,50213F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,210$266K0.01%new13F-HRTimeline
Long Island Wealth Management, Inc.6,114$262K0.14%+37513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,112$262K<0.01%-1,35113F-HRTimelineGroup
Bridgewater Advisors Inc.5,987$262K0.02%013F-HRTimeline
Canal Capital Management, LLC6,070$260K0.04%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,018$258K0.01%+4713F-HRTimelineGroup
ALTFEST L J & CO INC6,014$258K0.03%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,005$257K0.07%013F-HRTimeline
Redhawk Wealth Advisors, Inc.5,951$255K0.03%+15313F-HRTimeline
Intrua Financial, LLC5,945$255K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC5,856$251K0.02%013F-HRTimeline
GRANDFIELD & DODD, LLC5,856$251K0.01%013F-HRTimeline
Coston, McIsaac & Partners5,739$245K0.06%+2,42213F-HRTimeline
Vestment Financial LLC5,643$243K0.15%013F-HRTimeline
KDK Private Wealth Management, LLC5,641$242K0.26%013F-HRTimeline
Noble Family Wealth, LLC5,631$241K0.06%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,620$241K<0.01%013F-HRTimelineGroup
Heritage Investment Group, Inc.5,567$238K0.04%013F-HRTimeline
Dana Investment Advisors, Inc.5,512$236K0.01%new13F-HRTimeline
Bell Bank5,506$236K0.01%013F-HRTimeline
Westmount Partners, LLC5,481$235K0.06%013F-HRTimeline
Prospera Financial Services Inc5,475$234K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.5,452$234K0.04%-39113F-HRTimeline
Johnson Financial Group, LLC5,436$233K0.02%-3,21313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,422$232K+1,429Timeline
Balboa Wealth Partners5,331$228K0.05%+2313F-HRTimeline
CGN Advisors LLC5,321$228K0.02%-12313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,307$227K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,279$226K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC5,228$224K0.01%new13F-HRTimeline
Caldwell Trust Co5,130$220K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,096$218K<0.01%013F-HRTimelineGroup
WNY Asset Management, LLC5,047$216K0.02%-49513F-HRTimeline
DBK Financial Counsel, LLC5,045$216K0.2%new13F-HRTimeline
Andina Capital Management, LLC4,997$214K0.15%new13F-HRTimeline
Cadence Bank4,992$214K0.01%new13F-HRTimeline
Leading Edge Financial Planning LLC4,966$213K0.06%new13F-HRTimeline
Coastal Bridge Advisors, LLC4,878$209K0.02%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC4,744$203K0.01%new13F-HRTimeline
Liberty Capital Management, Inc.4,731$203K0.04%new13F-HRTimeline
Orion Capital Management LLC4,660$200K0.08%+2,66413F-HRTimeline
Roble, Belko & Company, Inc4,489$192K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,229$181K<0.01%+88313F-HRTimelineGroup
SIGNATUREFD, LLC3,834$164K<0.01%+30013F-HRTimeline
Blue Trust, Inc.3,741$160K<0.01%+1,96913F-HRTimeline
Clearstead Advisors, LLC3,636$156K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,622$155K<0.01%013F-HRTimeline