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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

715 managers (723 13F filers) reported a position in DFIV shares at 2025-09-30, 238,916,146 shares in all. 63 filers opened a position and 21 filers sold out during the quarter.

Managers
715
13F filers
723
New
63
Added
338
Reduced
197
Sold out
21
Shares held by filers
238,916,146

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Level Financial Advisors21,061$971K0.27%+8013F-HRTimeline
D.A. DAVIDSON & CO.20,876$963K0.01%-5013F-HRTimeline
Beacon Financial Advisory LLC20,687$954K0.22%+1,14013F-HRTimeline
Wedmont Private Capital20,579$952K0.04%+413F-HRTimeline
Versant Capital Management, Inc20,481$945K0.13%+2013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,393$941K<0.01%+2,56313F-HRTimelineGroup
Avant Financial Advisors LLC20,080$926K0.7%013F-HRTimeline
Asset Dedication, LLC20,073$926K0.06%013F-HRTimeline
Orion Porfolio Solutions, LLC20,058$925K0.01%-1,96413F-HRTimeline
Americana Partners, LLC19,967$921K0.03%+4,07313F-HRTimeline
Balentine LLC19,769$912K0.03%new13F-HRTimeline
IFG Advisors, LLC19,669$907K0.15%+33313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19,649$906K0.54%-10713F-HRTimeline
Ellenbecker Investment Group19,455$897K0.13%+5613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,175$884K<0.01%+5,19313F-HRTimelineGroup
Eaton Financial Holdings Company, LLC19,126$882K0.25%+8413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC19,028$878K0.33%+1,11113F-HRTimeline
NerdWallet Wealth Partners, LLC18,775$866K0.42%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO18,598$858K<0.01%+1,75713F-HRTimelineGroup
Smartleaf Asset Management LLC18,359$846K0.05%+1,77413F-HRTimeline
First Western Trust Bank18,318$845K0.04%-1,17913F-HRTimeline
Able Wealth Management LLC18,170$838K0.32%-8713F-HRTimeline
Mustard Seed Financial, LLC17,905$826K0.53%-76713F-HRTimeline
Modern Wealth Management, LLC17,541$809K0.02%+5213F-HRTimeline
Nicholas Hoffman & Company, LLC.17,255$796K0.02%-25513F-HRTimeline
Tandem Financial, LLC17,194$793K0.3%new13F-HRTimeline
MN Wealth Advisors, LLC17,025$785K0.42%-66513F-HRTimeline
Hardin Capital Partners, LLC17,005$784K0.42%+1,92913F-HRTimeline
CURIO WEALTH, LLC16,955$782K0.32%-2813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,912$780K<0.01%-1,52213F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.16,874$778K0.46%+33413F-HRTimeline
Capital Investment Advisory Services, L…16,789$774K0.06%-20013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,692$774K0.03%-36113F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC16,645$768K0.14%+15813F-HRTimeline
GWN SECURITIES INC.16,583$765K0.18%+2,34413F-HRTimeline
Mullaney, Keating & Wright, Inc.16,541$763K0.42%+47813F-HRTimeline
Global Trust Asset Management, LLC16,452$759K0.34%-99013F-HRTimeline
Acorn Wealth Advisors, LLC16,398$756K0.24%+2,40113F-HRTimeline
NWAM LLC16,360$755K0.04%-35513F-HR/ATimeline
Iowa State Bank15,812$729K0.14%013F-HRTimeline
MB Generational Wealth, LLC15,727$725K0.46%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC15,494$715K0.28%+2,74313F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,380$709K0.02%-3513F-HRTimeline
Formidable Asset Management, LLC16,475$706K0.11%+1,72313F-HRTimeline
JT Stratford LLC15,266$704K0.09%-3,46713F-HRTimeline
IEQ CAPITAL, LLC15,187$700K<0.01%+2,86013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV14,767$683K0.13%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,775$681K0.14%+8013F-HRTimeline
Abacus Wealth Partners, LLC14,518$670K0.1%013F-HRTimeline
Signal Advisors Wealth, LLC14,483$668K0.06%-1,41413F-HRTimeline
Ironwood Financial, llc14,227$656K0.12%013F-HRTimeline
Archer Investment Management, LLC14,141$652K0.4%-2,48813F-HRTimeline
RFG Advisory, LLC13,984$645K0.01%+3013F-HRTimeline
RAM Investment Partners, LLC13,737$634K0.12%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$629K<0.01%013F-HRTimelineGroup
Compass Ion Advisors, LLC13,276$612K0.06%+1,02213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,076$611K0.21%013F-HRTimeline
Blume Capital Management, Inc.13,200$609K0.12%013F-HRTimeline
HB Wealth Management, LLC12,633$583K<0.01%+2,33913F-HRTimeline
BIP Wealth, LLC12,540$578K0.03%+2,64613F-HRTimeline
Simplicity Wealth,LLC12,519$577K0.03%-13,37913F-HRTimeline
Cornerstone Wealth Management, LLC12,512$577K0.03%+7,28413F-HRTimeline
Clearstead Trust, LLC12,500$576K0.1%013F-HRTimeline
Oak Wealth Advisors LLC12,259$565K0.33%-49713F-HRTimeline
Sovran Advisors, LLC12,075$561K0.05%new13F-HRTimeline
Quadcap Wealth Management, LLC12,162$561K0.07%+84813F-HRTimeline
Tranquility Partners, LLC12,145$560K0.19%+1,36613F-HRTimeline
Unison Advisors LLC12,046$556K0.05%+4613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,017$554K0.01%+7413F-HRTimeline
Kathmere Capital Management, LLC11,808$545K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC11,808$545K0.02%new13F-HRTimeline
One Charles Private Wealth Services, LLC11,721$541K0.14%013F-HRTimeline
BRIGHTON JONES LLC11,706$540K0.01%-63713F-HRTimeline
Hemington Wealth Management11,582$534K0.07%013F-HRTimeline
Tarbox Family Office, Inc.11,547$533K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,514$531K<0.01%013F-HRTimelineGroup
Vision Capital Management, Inc.11,513$531K0.07%-1,70813F-HRTimeline
James J. Burns & Company, LLC11,503$531K0.08%+73713F-HRTimeline
HANOVER ADVISORS INC11,498$530K0.21%+57013F-HRTimeline
Waterfront Wealth Inc.11,387$523K0.11%013F-HRTimeline
Roundview Capital LLC11,288$521K0.03%013F-HRTimeline
Faithward Advisors, LLC11,277$520K0.08%+2,25513F-HRTimeline
Gemmer Asset Management LLC11,136$514K0.04%013F-HRTimeline
K2 Financial Inc.11,187$508K0.41%+113F-HRTimeline
Meredith Wealth Planning10,768$497K0.16%013F-HRTimeline
Five Oceans Advisors10,594$489K0.18%-3013F-HRTimeline
Institute for Wealth Management, LLC.10,571$488K0.05%+1913F-HRTimeline
Brand Asset Management Group, Inc.10,430$481K0.14%+1013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,415$480K0.01%+2,19713F-HRTimelineGroup
Old Mission Investment Co LLC10,235$472K0.11%+1,67513F-HRTimeline
Passive Capital Management, LLC.10,195$470K0.15%+4513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,983$460K<0.01%013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,942$458K0.05%013F-HRTimeline
First Financial Group Corp9,860$455K0.39%+2,95013F-HRTimeline
Silver Oak Advisory Group, Inc.9,815$452K0.2%013F-HRTimeline
WealthCollab, LLC9,726$449K0.21%new13F-HRTimeline
Klingman & Associates, LLC9,721$448K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC9,683$447K0.01%-22013F-HRTimeline
Argent Trust Co9,583$442K0.02%013F-HRTimeline
Partners in Financial Planning9,562$441K0.08%+2013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,501$438K+4,079Timeline
MATTERN CAPITAL MANAGEMENT, LLC9,475$437K0.05%+65613F-HRTimeline
Advyzon Investment Management, LLC9,403$434K0.07%+1,15013F-HRTimeline
Midwest Trust Co9,363$432K0.01%-6813F-HRTimeline
ALKEME WEALTH, LLC9,361$432K0.19%+4113F-HRTimeline
Coastal Bridge Advisors, LLC9,354$431K0.03%+4,47613F-HRTimeline
Financial Symmetry Inc9,334$430K0.19%+32413F-HRTimeline
MIdWestOne Financial Group, Inc.9,171$423K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,127$421K0.01%+4013F-HRTimeline
Prospera Financial Services Inc9,009$415K0.01%+3,53413F-HRTimeline
Resonant Capital Advisors, LLC8,957$413K0.02%+1,03813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,848$408K0.16%new13F-HR/ATimeline
Financial Harvest, LLC8,831$407K0.27%-2,76313F-HRTimeline
Golden Bell Financial Planning LLC8,819$407K0.35%-39813F-HRTimeline
Global Retirement Partners, LLC8,791$405K0.01%+12613F-HRTimeline
RTD Financial Advisors, Inc.8,696$401K0.05%013F-HRTimeline
Oder Investment Management, LLC8,689$401K0.29%+1,29013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,660$399K+808Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,648$399K0.01%+8,38613F-HRTimelineGroup
Heritage Financial Services, LLC8,646$399K0.04%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,634$398K<0.01%+3,53813F-HRTimelineGroup
International Private Wealth Advisors L…8,588$396K0.25%new13F-HRTimeline
Arlington Financial Advisors, LLC8,363$386K0.06%new13F-HRTimeline
BOK Financial Private Wealth, Inc.8,358$385K0.02%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,347$385K0.02%-22013F-HRTimeline
Pinnacle Financial Partners Inc8,335$384K0.01%013F-HRTimeline
Pure Financial Advisors, LLC8,278$382K0.01%+19913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,241$380K<0.01%+4,01213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI8,221$379K0.02%new13F-HRTimeline
Capital Investment Advisors, LLC8,216$379K0.01%013F-HRTimeline
Narus Financial Partners, LLC8,204$378K0.1%+68313F-HR/ATimeline
CRA Financial Services, LLC8,082$373K0.05%013F-HRTimeline
Litman Gregory Wealth Management LLC8,080$373K0.03%-6613F-HRTimeline
Samalin Investment Counsel, LLC7,902$364K0.13%+16513F-HRTimeline
Elser Financial Planning, Inc7,789$359K0.43%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,749$357K<0.01%-14313F-HRTimelineGroup
Flagstone Financial Management7,651$353K0.09%-13413F-HRTimeline
Beta Wealth Group, Inc.7,601$351K0.14%+1,27413F-HRTimeline
Parkside Financial Bank & Trust7,515$347K0.03%-7513F-HRTimeline
Pekin Hardy Strauss, Inc.7,476$345K0.03%+37113F-HRTimeline
Huntleigh Advisors, Inc.7,473$345K0.06%new13F-HRTimeline
Secure Asset Management, LLC7,410$343K0.06%new13F-HRTimeline
Clayton Financial Group LLC7,428$343K0.25%013F-HRTimeline
Baker Avenue Asset Management, LP7,400$341K0.01%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,355$339K0.07%+33413F-HRTimeline
RS CRUM INC.7,272$335K0.07%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,235$334K<0.01%+74213F-HRTimelineGroup
BOS Asset Management, LLC7,123$329K0.09%+7013F-HRTimeline
Goldstein Advisors, LLC7,116$328K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,035$324K<0.01%013F-HRTimelineGroup
Matisse Capital7,000$323K0.15%013F-HRTimeline
Seaside Wealth Management, Inc.6,938$320K0.09%+2913F-HRTimeline
Ridgewood Investments LLC6,926$319K0.13%+1713F-HRTimeline
SVB WEALTH LLC6,858$316K0.02%+813F-HRTimeline
Aptus Capital Advisors, LLC6,801$314K<0.01%+3,17913F-HRTimeline
Nalls Sherbakoff Group, LLC6,774$312K0.21%+1413F-HRTimeline
ALTFEST L J & CO INC6,774$312K0.03%+76013F-HRTimeline
VERITY Wealth Advisors6,771$312K0.2%013F-HRTimeline
Tassel Capital Management, Inc.6,760$312K0.2%013F-HRTimeline
RENASANT BANK6,740$311K0.2%013F-HRTimeline
LJI Wealth Management, LLC6,681$308K0.05%-34,33213F-HRTimeline
Bridgewater Advisors Inc.6,500$303K0.02%+51313F-HRTimeline
Harvest Investment Services, LLC6,475$299K0.06%+16813F-HRTimeline
Laird Norton Wetherby Wealth Management…6,443$297K0.01%013F-HRTimeline
Dana Investment Advisors, Inc.6,381$294K0.01%+86913F-HRTimeline
Redhawk Wealth Advisors, Inc.6,351$293K0.03%+40013F-HRTimeline
Integras Partners LLC6,322$292K0.24%new13F-HRTimeline
Grant Street Asset Management, Inc.6,272$289K0.06%+2713F-HRTimeline
Sowell Financial Services LLC6,233$287K0.01%-13513F-HRTimeline
Quantum Financial Advisors, LLC6,221$287K0.03%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,210$286K0.01%013F-HRTimeline
Full Sail Capital, LLC6,207$286K0.02%new13F-HRTimeline
Long Island Wealth Management, Inc.6,114$282K0.14%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,021$278K<0.01%-9113F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.6,005$277K0.07%013F-HRTimeline
Triad Wealth Partners, LLC5,955$275K0.04%-28513F-HRTimeline
Intrua Financial, LLC5,945$274K0.03%013F-HRTimeline
GRANDFIELD & DODD, LLC5,856$270K0.02%013F-HRTimeline
Coston, McIsaac & Partners5,864$270K0.06%+12513F-HRTimeline
SHUFRO ROSE & CO LLC6,838$269K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,718$264K0.01%-4,16413F-HRTimeline
BFSG, LLC5,667$261K0.03%+2,60213F-HRTimeline
KDK Private Wealth Management, LLC5,641$260K0.26%013F-HRTimeline
Noble Family Wealth, LLC5,631$260K0.06%013F-HRTimeline
Rockwood Wealth Management, LLC5,623$259K0.02%-23313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,620$259K<0.01%013F-HRTimelineGroup
FinDec Wealth Services, Inc.5,605$258K0.27%-2,20413F-HRTimeline
Heritage Investment Group, Inc.5,567$257K0.04%013F-HRTimeline
Westmount Partners, LLC5,481$254K0.07%013F-HRTimeline
Atlas Private Wealth Advisors5,471$252K0.06%-2,47013F-HRTimeline
Flavin Financial Services, Inc.5,452$251K0.18%new13F-HR/ATimeline
Strategic Wealth Investment Group, LLC5,431$250K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,421$250K0.01%-59713F-HRTimelineGroup
Balboa Wealth Partners5,337$246K0.04%+613F-HRTimeline
CGN Advisors LLC5,321$245K0.02%013F-HRTimeline
PRIVATE TRUST CO NA5,279$243K0.02%013F-HRTimeline
GM Advisory Group, LLC5,272$243K0.01%new13F-HRTimeline
WNY Asset Management, LLC5,155$238K0.02%+10813F-HRTimeline
Avion Wealth5,140$237K0.05%new13F-HRTimeline
Castleview Partners, LLC5,135$237K0.13%new13F-HRTimeline