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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

796 managers (804 13F filers) reported a position in DFIV shares at 2025-12-31, 263,742,498 shares in all. 54 filers opened a position and 27 filers sold out during the quarter.

Managers
796
13F filers
804
New
54
Added
330
Reduced
219
Sold out
27
Shares held by filers
263,742,498

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cornerstone Wealth Management, LLC28,926$1.44M0.08%+16,41413F-HRTimeline
Oath Planning, LLC28,672$1.43M1.41%13F-HRTimeline
Chicago Partners Investment Group LLC27,425$1.43M0.04%+18113F-HRTimeline
Valeo Financial Advisors, LLC28,246$1.41M0.03%+3613F-HRTimeline
25 LLC28,165$1.41M0.45%-12513F-HRTimeline
Powerhouse Assets LLC28,082$1.4M1.23%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC28,053$1.4M0.51%+19,20513F-HRTimeline
Berger Financial Group, Inc27,905$1.39M0.08%+1813F-HRTimeline
Foundation Wealth Management, LLC\PA27,858$1.39M0.5%-39113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,486$1.37M0.02%+31413F-HRTimelineGroup
Rehmann Capital Advisory Group27,434$1.37M0.07%-9413F-HRTimeline
Dorsey & Whitney Trust CO LLC26,988$1.35M0.07%+1,33013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd26,878$1.34M0.01%new13F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC25,900$1.29M0.39%-1713F-HRTimeline
COMERICA BANK25,690$1.28M0.01%-32913F-HRTimeline
Capital Investment Management, Inc.25,422$1.27M0.44%13F-HRTimeline
McGrath & Associates, Inc.25,392$1.27M1.8%-1613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,359$1.27M0.25%+10,58413F-HRTimeline
ProCore Advisors, LLC25,311$1.26M1.3%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,310$1.26M0.16%13F-HRTimeline
Evergreen Wealth Partners LLC25,225$1.26M1.06%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC25,151$1.26M0.68%+3,17213F-HRTimeline
Clarity Capital Advisors, LLC25,058$1.25M0.63%+14913F-HRTimeline
RTD Financial Advisors, Inc.24,953$1.25M0.15%+16,25713F-HRTimeline
SUTTON PLACE INVESTORS LLC24,738$1.23M0.68%-20513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV21,958$1.21M0.47%-2,13413F-HRTimeline
New Dimensions Wealth Management, LLC24,228$1.21M1.03%-55013F-HRTimeline
Elmwood Wealth Management, Inc.23,442$1.17M0.37%new13F-HRTimeline
RB Capital Management, LLC23,285$1.16M0.24%+5313F-HRTimeline
Wolfstich Capital, LLC23,198$1.16M1.07%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC23,091$1.15M0.39%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO23,037$1.15M<0.01%+4,43913F-HRTimelineGroup
Archvest Wealth Advisors, Inc.23,026$1.15M0.73%+17413F-HR/ATimeline
Longview Financial Advisors LLC22,911$1.14M0.63%-19413F-HRTimeline
Americana Partners, LLC22,697$1.13M0.03%+2,73013F-HRTimeline
Sunesis Advisors, LLC22,653$1.13M0.51%013F-HRTimeline
Mills Wealth Advisors LLC22,605$1.13M0.44%-21713F-HRTimeline
HBW ADVISORY SERVICES LLC22,441$1.12M0.12%-10013F-HRTimeline
Prosperity Planning, Inc.22,396$1.12M0.29%-1413F-HRTimeline
Beacon Financial Advisory LLC22,296$1.11M0.26%+1,60913F-HRTimeline
Approach Retirement Advisors, LLC21,923$1.09M0.94%13F-HRTimeline
Optivise Advisory Services LLC21,795$1.09M0.63%-9,18313F-HRTimeline
Wedmont Private Capital21,652$1.09M0.04%+1,07313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,698$1.08M0.01%-16313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC21,605$1.08M0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,587$1.08M<0.01%+1613F-HRTimelineGroup
SJS Investment Consulting Inc.21,182$1.06M0.13%+8613F-HRTimeline
Eaton Financial Holdings Company, LLC20,912$1.04M0.28%+1,78613F-HRTimeline
J.W. COLE ADVISORS, INC.20,847$1.04M0.03%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC20,699$1.03M0.7%-1,10213F-HRTimeline
BIP Wealth, LLC20,224$1.01M0.04%+7,68413F-HRTimeline
Orion Porfolio Solutions, LLC20,218$1.01M0.01%+16013F-HRTimeline
Avant Financial Advisors LLC20,080$1M0.72%013F-HRTimeline
Parallel Advisors, LLC20,079$1M0.02%-2,17313F-HRTimeline
Level Financial Advisors19,984$997K0.26%-1,07713F-HRTimeline
D.A. DAVIDSON & CO.19,883$992K0.01%-99313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC19,737$985K0.62%-3,21213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19,615$979K0.55%-3413F-HRTimeline
Ellenbecker Investment Group19,552$976K0.14%+9713F-HRTimeline
GWN SECURITIES INC.19,343$965K0.2%+2,76013F-HRTimeline
Balentine LLC19,315$964K0.04%-45413F-HRTimeline
IFG Advisors, LLC19,152$956K0.16%-51713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC19,051$951K0.34%+2313F-HRTimeline
NerdWallet Wealth Partners, LLC18,783$937K0.42%+813F-HRTimeline
Asset Dedication, LLC18,754$936K0.06%-1,31913F-HRTimeline
Hardin Capital Partners, LLC18,550$926K0.44%+1,54513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,174$915K<0.01%-113F-HRTimelineGroup
GTS SECURITIES LLC18,303$913K0.03%new13F-HRTimeline
Mustard Seed Financial, LLC17,865$891K0.56%-4013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,806$889K<0.01%+12,18613F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,209$888K0.03%+51713F-HRTimelineGroup
E6 Portfolios, LLC17,759$886K1.01%13F-HRTimeline
Versant Capital Management, Inc17,680$882K0.11%-2,80113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,503$873K0.5%+62913F-HRTimeline
Able Wealth Management LLC17,355$866K0.27%-81513F-HRTimeline
WEALTHSPAN PARTNERS, LLC17,334$865K0.31%+1,84013F-HRTimeline
Mullaney, Keating & Wright, Inc.17,308$864K0.46%+76713F-HRTimeline
Coston, McIsaac & Partners17,295$862K0.2%+11,43113F-HRTimeline
J. Derek Lewis & Associates Inc.17,274$862K0.2%13F-HRTimeline
Nicholas Hoffman & Company, LLC.17,255$861K0.02%013F-HRTimeline
CURIO WEALTH, LLC16,984$850K0.3%+2913F-HRTimeline
Kane Co Wealth Management, Inc.16,953$846K0.75%13F-HRTimeline
Acorn Wealth Advisors, LLC16,887$843K0.25%+48913F-HRTimeline
Capital Investment Advisory Services, L…16,789$838K0.06%013F-HRTimeline
MN Wealth Advisors, LLC16,731$835K0.42%-29413F-HRTimeline
Simplicity Wealth,LLC16,671$832K0.05%+4,15213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC16,624$830K0.15%-2113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,612$829K<0.01%-30013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.16,610$829K0.09%13F-HRTimeline
Trailhead Planners LLC16,302$813K0.8%13F-HRTimeline
Secure Asset Management, LLC16,076$802K0.13%+8,66613F-HRTimeline
Advyzon Investment Management, LLC16,064$802K0.09%+6,66113F-HRTimeline
JT Stratford LLC15,859$791K0.1%+59313F-HRTimeline
Iowa State Bank15,812$789K0.15%013F-HRTimeline
MB Generational Wealth, LLC15,760$786K0.42%+3313F-HRTimeline
Modern Wealth Management, LLC15,637$780K0.01%-1,90413F-HRTimeline
Odyssey Capital Advisors, Inc.15,627$780K0.69%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,380$767K0.02%013F-HRTimeline
First Western Trust Bank15,359$766K0.04%-2,95913F-HRTimeline
IEQ CAPITAL, LLC15,329$765K<0.01%+14213F-HRTimeline
Signal Advisors Wealth, LLC15,195$758K0.06%+71213F-HRTimeline
E-Wealth Partners, LLC15,076$752K0.63%13F-HRTimeline
XY Planning Network, Inc.14,919$744K0.13%new13F-HRTimeline
Faithward Advisors, LLC14,884$743K0.11%+3,60713F-HRTimeline
NWAM LLC14,662$732K0.04%-1,69813F-HRTimeline
HRT FINANCIAL LP14,615$729K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,609$729K<0.01%+6,36813F-HRTimelineGroup
Ironwood Financial, llc14,227$728K0.12%013F-HRTimeline
Abacus Wealth Partners, LLC14,239$711K0.07%-27913F-HRTimeline
RFG Advisory, LLC14,178$707K0.01%+19413F-HRTimeline
Archer Investment Management, LLC14,091$703K0.38%-5013F-HRTimeline
RAM Investment Partners, LLC13,737$685K0.12%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$681K<0.01%013F-HRTimelineGroup
Compass Ion Advisors, LLC13,419$670K0.06%+14313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC13,243$661K0.45%new13F-HRTimeline
Blume Capital Management, Inc.13,200$659K0.12%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,165$657K0.04%+4,94413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,076$652K0.22%013F-HRTimeline
HB Wealth Management, LLC12,633$630K<0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,555$626K0.01%+53813F-HRTimeline
Sovran Advisors, LLC12,041$620K0.05%-3413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,406$619K<0.01%+89213F-HRTimelineGroup
Midwest Trust Co12,402$619K0.01%+3,03913F-HRTimeline
Oak Wealth Advisors LLC12,304$614K0.35%+4513F-HRTimeline
Tranquility Partners, LLC12,252$611K0.22%+10713F-HRTimeline
Coastal Bridge Advisors, LLC12,243$611K0.05%+2,88913F-HRTimeline
Formidable Asset Management, LLC13,183$608K0.09%-3,29213F-HRTimeline
Unison Advisors LLC12,015$600K0.05%-3113F-HRTimeline
Waterfront Wealth Inc.11,387$599K0.11%013F-HRTimeline
Quadcap Wealth Management, LLC11,947$596K0.07%-21513F-HRTimeline
HANOVER ADVISORS INC11,887$593K0.23%+38913F-HRTimeline
Kathmere Capital Management, LLC11,808$589K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC11,808$589K0.02%013F-HRTimeline
BFSG, LLC11,759$587K0.06%+6,09213F-HRTimeline
James J. Burns & Company, LLC11,756$587K0.08%+25313F-HRTimeline
One Charles Private Wealth Services, LLC11,721$585K0.15%013F-HRTimeline
Ares Financial Consulting, LLC11,572$577K0.55%13F-HRTimeline
Vision Capital Management, Inc.11,513$574K0.07%013F-HRTimeline
Global Trust Wealth Management LLC11,434$571K0.42%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,406$569K0.01%+99113F-HRTimelineGroup
Roundview Capital LLC11,288$563K0.03%013F-HRTimeline
Global Retirement Partners, LLC11,235$561K0.01%+2,44413F-HRTimeline
Gemmer Asset Management LLC11,137$556K0.04%+113F-HRTimeline
International Private Wealth Advisors L…11,001$549K0.35%+2,41313F-HRTimeline
Outbound Financial Inc16,252$548K0.43%new13F-HRTimeline
Meredith Wealth Planning10,768$537K0.16%013F-HRTimeline
WealthCollab, LLC10,652$532K0.22%+92613F-HRTimeline
K2 Financial Inc.10,474$529K0.41%-71313F-HRTimeline
Institute for Wealth Management, LLC.10,571$527K0.06%013F-HRTimeline
Brand Asset Management Group, Inc.10,448$521K0.15%+1813F-HRTimeline
Truepoint, Inc.10,353$517K0.01%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,285$513K0.06%+81013F-HRTimeline
Passive Capital Management, LLC.10,272$513K0.16%+7713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,230$510K<0.01%-10,16313F-HRTimelineGroup
Five Oceans Advisors10,087$503K0.18%-50713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,983$498K<0.01%013F-HRTimelineGroup
Oder Investment Management, LLC9,967$497K0.36%+1,27813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,942$496K0.05%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA9,935$496K<0.01%+2,18613F-HRTimelineGroup
First Financial Group Corp9,860$492K0.42%013F-HRTimeline
Argent Trust Co9,583$478K0.02%013F-HRTimeline
BOS Asset Management, LLC9,572$478K0.13%+2,44913F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,507$474K0.02%+1,16013F-HRTimeline
ALKEME WEALTH, LLC9,432$471K0.2%+7113F-HRTimeline
Financial Symmetry Inc9,337$466K0.19%+313F-HRTimeline
Old Mission Investment Co LLC9,335$466K0.11%-90013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,329$466K0.02%+20213F-HRTimeline
Silver Oak Advisory Group, Inc.9,294$463K0.21%-52113F-HRTimeline
Capital Investment Advisors, LLC9,199$459K0.01%+98313F-HRTimeline
MIdWestOne Financial Group, Inc.9,171$458K0.05%013F-HRTimeline
Golden Bell Financial Planning LLC9,130$456K0.38%+31113F-HRTimeline
Prospera Financial Services Inc9,054$452K0.01%+4513F-HRTimeline
Resonant Capital Advisors, LLC9,004$449K0.02%+4713F-HRTimeline
Pure Financial Advisors, LLC8,934$446K0.01%+65613F-HRTimeline
Financial Harvest, LLC8,831$441K0.27%013F-HRTimeline
Partners in Financial Planning8,729$436K0.07%-83313F-HRTimeline
Heritage Financial Services, LLC8,646$431K0.04%013F-HRTimeline
BOK Financial Private Wealth, Inc.8,358$417K0.03%013F-HRTimeline
Vantus Wealth LLC8,264$412K0.3%13F-HRTimeline
Narus Financial Partners, LLC8,204$409K0.11%013F-HRTimeline
Samalin Investment Counsel, LLC8,192$409K0.14%+29013F-HRTimeline
Ponta Wealth Partners, LLC8,167$408K0.38%13F-HRTimeline
CRA Financial Services, LLC8,082$403K0.05%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,955$397K0.05%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,877$393K-783Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,862$392K0.01%-78613F-HRTimelineGroup
Elser Financial Planning, Inc7,789$389K0.28%013F-HRTimeline
Flagstone Financial Management7,651$382K0.1%013F-HRTimeline
Beta Wealth Group, Inc.7,601$379K0.15%013F-HRTimeline
Huntleigh Advisors, Inc.7,473$373K0.06%013F-HRTimeline
Clayton Financial Group LLC7,428$371K0.19%013F-HRTimeline
Baker Avenue Asset Management, LP7,400$369K0.01%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,355$367K0.08%013F-HRTimeline
Harvest Investment Services, LLC7,305$365K0.07%+83013F-HRTimeline
RS CRUM INC.7,272$363K0.07%013F-HRTimeline
Pekin Hardy Strauss, Inc.7,271$363K0.03%-20513F-HRTimeline
Litman Gregory Wealth Management LLC7,255$362K0.03%-82513F-HRTimeline
Parkside Financial Bank & Trust7,197$359K0.03%-31813F-HRTimeline
Redhawk Wealth Advisors, Inc.7,128$356K0.04%+77713F-HRTimeline
Goldstein Advisors, LLC7,116$355K0.04%013F-HRTimeline