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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

846 managers (855 13F filers) reported a position in DFIV shares at 2026-03-31, 279,791,727 shares in all. 87 filers opened a position and 30 filers sold out during the quarter.

Managers
846
13F filers
855
New
87
Added
363
Reduced
274
Sold out
30
Shares held by filers
279,791,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Asset Dedication, LLC31,754$1.68M0.12%+13,00013F-HRTimeline
Wedmont Private Capital30,285$1.67M0.05%+8,63313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC31,209$1.65M1.53%-1,00013F-HRTimeline
Heritage Wealth Management, Inc./Texas30,743$1.62M0.69%+8913F-HRTimeline
Powerhouse Assets LLC30,442$1.61M1.4%+2,36013F-HRTimeline
Gotham Asset Management, LLC30,008$1.58M<0.01%new13F-HRTimeline
Cresset Asset Management, LLC29,716$1.57M0.01%-38,25313F-HRTimeline
Valeo Financial Advisors, LLC29,461$1.55M0.04%+1,21513F-HRTimeline
Arcadia Wealth Management, LLC29,258$1.54M0.56%-1,25013F-HRTimeline
Chicago Partners Investment Group LLC28,213$1.54M0.03%+78813F-HRTimeline
Lutz Financial Services LLC29,067$1.53M0.1%-55613F-HRTimeline
Secure Asset Management, LLC28,920$1.53M0.24%+12,84413F-HRTimeline
Americana Partners, LLC28,374$1.5M0.04%+5,67713F-HRTimeline
Oath Planning, LLC28,333$1.5M1.33%-33913F-HRTimeline
Dorsey & Whitney Trust CO LLC28,282$1.49M0.08%+1,29413F-HRTimeline
Geneos Wealth Management Inc.28,233$1.49M0.03%+22,57813F-HRTimeline
25 LLC28,192$1.49M0.46%+2713F-HRTimeline
Berger Financial Group, Inc27,910$1.47M0.08%+513F-HRTimeline
Odyssey Capital Advisors, Inc.27,777$1.47M1.31%+12,15013F-HRTimeline
Rehmann Capital Advisory Group27,731$1.46M0.08%+29713F-HRTimeline
ProCore Advisors, LLC27,253$1.44M2.21%+1,94213F-HRTimeline
OneDigital Investment Advisors LLC27,245$1.44M0.01%-4,98213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,973$1.42M<0.01%-4,45813F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC26,420$1.39M0.73%+1,26913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC26,318$1.39M0.29%+95913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC25,744$1.36M0.42%-15613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC25,732$1.36M0.78%-7,45913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,689$1.36M<0.01%+2,65213F-HRTimelineGroup
Elmwood Wealth Management, Inc.25,648$1.35M0.37%+2,20613F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,310$1.34M0.16%013F-HRTimeline
Clarity Capital Advisors, LLC25,097$1.32M0.62%+3913F-HRTimeline
RB Capital Management, LLC24,957$1.32M0.28%+1,67213F-HRTimeline
Beacon Financial Advisory LLC24,557$1.3M0.29%+2,26113F-HRTimeline
Advyzon Investment Management, LLC24,323$1.28M0.12%+8,25913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,300$1.28M0.01%+2,60213F-HRTimeline
SUTTON PLACE INVESTORS LLC24,045$1.27M0.69%-69313F-HRTimeline
Foundation Wealth Management, LLC\PA23,632$1.25M0.44%-4,22613F-HRTimeline
McGrath & Associates, Inc.23,549$1.24M1.83%-1,84313F-HRTimeline
Diversified Portfolios, Inc.23,317$1.23M0.1%-9,27913F-HRTimeline
HBW ADVISORY SERVICES LLC22,923$1.21M0.13%+48213F-HRTimeline
New Dimensions Wealth Management, LLC22,891$1.21M1.03%-1,33713F-HRTimeline
Archvest Wealth Advisors, Inc.22,834$1.21M0.78%-19213F-HRTimeline
BIP Wealth, LLC22,794$1.2M0.05%+2,57013F-HRTimeline
Longview Financial Advisors LLC22,729$1.2M0.65%-18213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV21,786$1.19M0.43%-17213F-HRTimeline
Mills Wealth Advisors LLC22,605$1.19M0.42%013F-HRTimeline
Prosperity Planning, Inc.22,207$1.17M0.3%-18913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,031$1.16M<0.01%+44413F-HRTimelineGroup
Everest Financial Group LLC21,990$1.16M0.19%new13F-HRTimeline
Approach Retirement Advisors, LLC21,923$1.16M0.96%013F-HRTimeline
Optivise Advisory Services LLC21,835$1.15M0.7%+4013F-HRTimeline
Callan Family Office, LLC21,605$1.14M0.03%013F-HRTimeline
SJS Investment Consulting Inc.21,205$1.12M0.14%+2313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …21,051$1.11M0.01%-8,63213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.20,984$1.11M0.04%+13713F-HRTimeline
HB Wealth Management, LLC20,971$1.11M0.01%+8,33813F-HRTimeline
Eaton Financial Holdings Company, LLC20,950$1.11M0.36%+3813F-HRTimeline
Faithward Advisors, LLC20,903$1.1M0.16%+6,01913F-HRTimeline
HARBOUR INVESTMENTS, INC.20,886$1.1M0.02%+19,87013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC20,791$1.1M0.38%-2,30013F-HRTimeline
CogentBlue Wealth Advisors, LLC20,600$1.09M0.73%-9913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20,582$1.09M0.58%+96713F-HRTimeline
E6 Portfolios, LLC20,354$1.07M1.12%+2,59513F-HRTimeline
Avant Financial Advisors LLC20,080$1.06M0.75%013F-HRTimeline
Level Financial Advisors19,957$1.05M0.27%-2713F-HRTimeline
STAGE HARBOR FINANCIAL, LLC19,773$1.04M0.69%+6,53013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC19,740$1.04M0.64%+313F-HRTimeline
Capital Investment Management, Inc.19,685$1.04M0.36%-5,73713F-HRTimeline
Hardin Capital Partners, LLC19,495$1.03M0.48%+94513F-HRTimeline
Ellenbecker Investment Group19,457$1.03M0.14%-9513F-HRTimeline
HRT FINANCIAL LP19,264$1.02M<0.01%+4,64913F-HRTimeline
IFG Advisors, LLC19,152$1.01M0.17%013F-HRTimeline
XY Planning Network, Inc.18,938$1.01M0.16%+4,01913F-HRTimeline
CURIO WEALTH, LLC19,052$1.01M0.34%+2,06813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC19,051$1.01M0.34%013F-HRTimeline
GWN SECURITIES INC.19,033$1M0.19%-31013F-HRTimeline
D.A. DAVIDSON & CO.18,490$976K0.01%-1,39313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.18,469$975K0.56%+96613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding17,936$967K+727Timeline
JT Stratford LLC18,107$956K0.12%+2,24813F-HRTimeline
Coston, McIsaac & Partners18,087$954K0.22%+79213F-HRTimeline
Parallel Advisors, LLC17,757$937K0.02%-2,32213F-HR/ATimeline
Versant Capital Management, Inc17,687$934K0.09%+713F-HRTimeline
Tandem Financial, LLC17,677$933K0.32%new13F-HRTimeline
Acorn Wealth Advisors, LLC17,633$931K0.27%+74613F-HRTimeline
J. Derek Lewis & Associates Inc.17,489$923K0.21%+21513F-HR/ATimeline
Capital Investment Advisory Services, L…17,489$923K0.07%+70013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,472$922K<0.01%+7,24213F-HR/ATimelineGroup
Abacus Wealth Partners, LLC17,434$920K0.08%+3,19513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,354$916K0.01%+5,94813F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.17,328$915K0.5%+2013F-HRTimeline
Nicholas Hoffman & Company, LLC.17,255$911K0.02%013F-HRTimeline
BFSG, LLC17,233$910K0.09%+5,47413F-HRTimeline
WEALTHSPAN PARTNERS, LLC17,220$909K0.32%-11413F-HRTimeline
Interchange Capital Partners, LLC17,095$902K0.29%-36,58513F-HRTimeline
Global Trust Wealth Management LLC17,026$899K0.68%+5,59213F-HRTimeline
Summit Portfolio Management, LTD.16,959$895K0.58%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.16,824$888K0.1%+21413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC16,713$882K0.16%+8913F-HR/ATimeline
Simplicity Wealth,LLC16,648$879K0.05%-2313F-HRTimeline
MN Wealth Advisors, LLC16,610$877K0.43%-12113F-HRTimeline
Balentine LLC16,373$864K0.03%-2,94213F-HRTimeline
Mustard Seed Financial, LLC16,324$862K0.52%-1,54113F-HRTimeline
Sunesis Advisors, LLC16,314$861K0.39%-6,33913F-HRTimeline
Kane Co Wealth Management, Inc.15,983$844K0.71%-97013F-HRTimeline
Signal Advisors Wealth, LLC15,888$839K0.06%+69313F-HRTimeline
Iowa State Bank15,812$835K0.15%013F-HRTimeline
Modern Wealth Management, LLC15,641$834K0.01%+413F-HRTimeline
Able Wealth Management LLC15,739$831K0.22%-1,61613F-HRTimeline
MB Generational Wealth, LLC15,614$824K0.46%-14613F-HRTimeline
Midwest Trust Co15,492$818K0.01%+3,09013F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,380$812K0.02%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC15,309$808K0.1%+5,02413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI15,204$802K0.04%+2,03913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,645$773K<0.01%-4,52913F-HRTimelineGroup
TIAAgroup of 2 filers holding14,571$769K+4,636Timeline
AlTi Global, Inc.in group AlTi Global, Inc.14,500$765K0.02%new13F-HRTimelineGroup
Elser Financial Planning, Inc14,325$756K0.04%+6,53613F-HRTimeline
Coastal Bridge Advisors, LLC14,243$752K0.05%+2,00013F-HRTimeline
Ironwood Financial, llc14,227$751K0.13%013F-HRTimeline
Sovran Advisors, LLC13,589$749K0.06%+1,54813F-HRTimeline
RAM Investment Partners, LLC14,037$741K0.13%+30013F-HRTimeline
RFG Advisory, LLC13,882$733K0.01%-29613F-HRTimeline
IEQ CAPITAL, LLC13,848$731K<0.01%-1,48113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,649$720K<0.01%013F-HRTimelineGroup
NWAM LLC13,588$717K0.04%-1,07413F-HRTimeline
Compass Ion Advisors, LLC13,419$708K0.07%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,076$707K0.24%013F-HRTimeline
Blume Capital Management, Inc.13,200$697K0.12%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,197$697K0.01%-14,28913F-HRTimelineGroup
Owl Creek Wealth Partners LLC13,099$691K0.25%13F-HRTimeline
International Private Wealth Advisors L…12,989$686K0.42%+1,98813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,900$681K<0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,857$679K0.01%+30213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC12,693$670K0.23%-15,36013F-HRTimeline
Tranquility Partners, LLC12,596$669K0.25%+34413F-HRTimeline
Santori & Peters, Inc.12,627$666K0.21%new13F-HRTimeline
Long Island Wealth Management, Inc.12,624$666K0.31%+6,51013F-HRTimeline
Trailhead Planners LLC12,404$655K0.63%-3,89813F-HRTimeline
Oak Wealth Advisors LLC12,315$650K0.36%+1113F-HRTimeline
HANOVER ADVISORS INC12,177$643K0.26%+29013F-HRTimeline
Oder Investment Management, LLC12,133$640K0.49%+2,16613F-HRTimeline
Unison Advisors LLC11,896$628K0.05%-11913F-HRTimeline
Kathmere Capital Management, LLC11,808$623K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC11,808$623K0.03%013F-HRTimeline
Formidable Asset Management, LLC12,402$619K0.1%-78113F-HRTimeline
Quadcap Wealth Management, LLC11,699$617K0.07%-24813F-HRTimeline
Ares Financial Consulting, LLC11,513$614K0.48%-5913F-HRTimeline
E-Wealth Partners, LLC11,621$613K0.5%-3,45513F-HRTimeline
Dana Investment Advisors, Inc.11,604$612K0.02%+4,61813F-HRTimeline
James J. Burns & Company, LLC11,518$608K0.08%-23813F-HRTimeline
Vision Capital Management, Inc.11,513$608K0.08%013F-HRTimeline
Archer Investment Management, LLC11,454$605K0.25%-2,63713F-HRTimeline
UPTICK PARTNERS, LLC11,441$604K0.12%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,401$602K<0.01%13F-HRTimelineGroup
Waterfront Wealth Inc.11,387$601K0.11%013F-HRTimeline
Pasadena Private Wealth, LLC11,350$599K0.08%new13F-HRTimeline
Roundview Capital LLC11,288$596K0.04%013F-HRTimeline
First Western Trust Bank11,159$589K0.03%-4,20013F-HRTimeline
Gemmer Asset Management LLC11,138$588K0.05%+113F-HRTimeline
Pure Financial Advisors, LLC10,990$580K0.01%+2,05613F-HRTimeline
BOS Asset Management, LLC10,908$576K0.15%+1,33613F-HRTimeline
Capital Investment Advisors, LLC10,835$572K0.01%+1,63613F-HR/ATimeline
Meredith Wealth Planning10,752$567K0.15%-1613F-HRTimeline
K2 Financial Inc.10,391$566K0.41%-8313F-HRTimeline
WealthCollab, LLC10,690$564K0.23%+3813F-HRTimeline
LJI Wealth Management, LLC10,679$564K0.09%-32,70913F-HRTimeline
Cornerstone National Bank & Trust Co10,505$560K0.21%new13F-HRTimeline
Institute for Wealth Management, LLC.10,602$560K0.06%+3113F-HRTimeline
Outbound Financial Inc15,438$552K0.41%-81413F-HRTimeline
Brand Asset Management Group, Inc.10,452$552K0.14%+413F-HRTimeline
Truepoint, Inc.10,353$546K0.01%013F-HRTimeline
Passive Capital Management, LLC.10,292$543K0.16%+2013F-HRTimeline
Financial Symmetry Inc9,741$537K0.19%+40413F-HRTimeline
First Financial Group Corp10,110$534K0.44%+25013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,945$525K<0.01%-3813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,942$525K0.05%013F-HRTimeline
Compass Advisory Group LLC9,906$523K0.14%+4,36413F-HRTimeline
One Charles Private Wealth Services, LLC9,798$517K0.13%-1,92313F-HRTimeline
Argent Trust Co9,745$514K0.02%+16213F-HRTimeline
Narus Financial Partners, LLC9,723$513K0.13%+1,51913F-HRTimeline
Beta Wealth Group, Inc.9,657$510K0.21%+2,05613F-HRTimeline
ALKEME WEALTH, LLC9,451$499K0.2%+1913F-HRTimeline
Old Mission Investment Co LLC9,335$493K0.12%013F-HRTimeline
Orion Porfolio Solutions, LLC9,315$492K<0.01%-10,90313F-HRTimeline
Silver Oak Advisory Group, Inc.9,294$490K0.21%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,189$485K0.02%-14013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC9,171$484K0.02%new13F-HRTimelineGroup
Golden Bell Financial Planning LLC9,130$482K0.38%013F-HRTimeline
Five Oceans Advisors8,915$471K0.17%-1,17213F-HRTimeline
Resonant Capital Advisors, LLC8,844$467K0.02%-16013F-HRTimeline
Financial Harvest, LLC8,831$466K0.27%013F-HRTimeline
Bluesphere Advisors LLC8,739$461K0.16%new13F-HRTimeline
Partners in Financial Planning8,735$461K0.08%+613F-HRTimeline
GEM Asset Management, LLC8,593$454K0.2%+1,96913F-HRTimeline
Aprio Wealth Management, LLC8,556$452K0.02%new13F-HRTimeline
Blue Trust, Inc.8,529$450K0.01%+4,18513F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,435$445K0.02%-1,07213F-HRTimeline
Aptus Capital Advisors, LLC8,433$445K<0.01%+1,56013F-HRTimeline
BOK Financial Private Wealth, Inc.8,358$441K0.03%013F-HRTimeline