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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

883 managers (895 13F filers) reported a position in DFIV shares at 2026-06-30, 296,985,692 shares in all. 86 filers opened a position and 40 filers sold out during the quarter.

Managers
883
13F filers
895
New
86
Added
428
Reduced
219
Sold out
40
Shares held by filers
296,985,692

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BBR PARTNERS, LLC9,300$502K0.02%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC9,171$495K0.02%013F-HRTimelineGroup
One Charles Private Wealth Services, LLC9,157$495K0.11%-64113F-HRTimeline
Golden Bell Financial Planning LLC9,137$494K0.36%+713F-HRTimeline
Five Oceans Advisors9,009$487K0.16%+9413F-HRTimeline
GEM Asset Management, LLC8,906$481K0.19%+31313F-HRTimeline
Resonant Capital Advisors, LLC8,856$478K0.02%+1213F-HRTimeline
Financial Harvest, LLC8,831$477K0.2%013F-HRTimeline
Partners in Financial Planning8,819$476K0.07%+8413F-HRTimeline
Bluesphere Advisors LLC8,739$472K0.15%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,676$469K0.01%+42513F-HRTimelineGroup
Arsenal Capital Advisors LLC8,648$467K0.28%new13F-HRTimeline
Aptus Capital Advisors, LLC8,519$460K<0.01%+8613F-HRTimeline
BRIGHTON JONES LLC8,373$452K0.01%+18313F-HRTimeline
Silver Oak Advisory Group, Inc.8,381$452K0.18%-91313F-HRTimeline
BOK Financial Private Wealth, Inc.8,358$452K0.02%013F-HRTimeline
STALEY CAPITAL ADVISERS INC8,302$448K0.02%013F-HRTimeline
Samalin Investment Counsel, LLC8,292$448K0.14%+3013F-HRTimeline
Westmount Partners, LLC8,272$447K0.1%013F-HRTimeline
Ponta Wealth Partners, LLC8,167$441K0.24%013F-HRTimeline
Painted Porch Advisors LLC8,108$438K0.19%new13F-HRTimeline
CRA Financial Services, LLC8,082$437K0.05%013F-HRTimeline
RHS Financial, LLC7,999$432K0.17%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,970$431K+31Timeline
Pekin Hardy Strauss, Inc.7,776$420K0.04%+45513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,686$415K0.04%013F-HRTimeline
MAYPORT, LLC7,681$415K0.06%+7313F-HRTimeline
Able Wealth Management LLC7,551$408K0.09%-8,18813F-HRTimeline
Baker Avenue Asset Management, LP7,508$406K0.01%+10813F-HRTimeline
Huntleigh Advisors, Inc.7,473$404K0.06%013F-HRTimeline
Generations Wealth, LLC7,432$401K0.38%+98313F-HRTimeline
Clayton Financial Group LLC7,428$401K0.22%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,355$397K0.08%013F-HRTimeline
Harvest Investment Services, LLC7,305$395K0.06%013F-HRTimeline
Ellis Investment Partners, LLC7,290$394K0.06%+1,82613F-HRTimeline
RS CRUM INC.7,272$393K0.07%013F-HRTimeline
Nalls Sherbakoff Group, LLC7,222$390K0.28%+17913F-HRTimeline
ALTFEST L J & CO INC7,193$389K0.04%+26913F-HRTimeline
PRIVATE TRUST CO NA7,161$387K0.03%+67313F-HRTimeline
EPIQ PARTNERS, LLC7,152$386K0.16%new13F-HRTimeline
Goldstein Advisors, LLC7,116$384K0.04%013F-HRTimeline
Ridgewood Investments LLC7,021$379K0.14%+5813F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,015$379K0.29%013F-HRTimeline
Matisse Capital7,000$378K0.15%013F-HRTimeline
Flagstone Financial Management6,939$375K0.08%-38113F-HRTimeline
Wolfstich Capital, LLC6,771$372K0.29%new13F-HRTimeline
SHUFRO ROSE & CO LLC6,838$369K0.02%013F-HRTimeline
Meramec Financial Planners, LLC6,513$366K0.13%+9513F-HRTimeline
Seaside Wealth Management, Inc.6,697$362K0.09%+9213F-HRTimeline
GDS Wealth Management6,692$362K0.02%013F-HRTimeline
Vestmark Advisory Solutions, Inc.6,656$360K<0.01%new13F-HRTimeline
Tassel Capital Management, Inc.6,595$356K0.17%-4813F-HRTimeline
PFG Advisors6,582$356K0.02%new13F-HRTimeline
Daytona Street Capital LLC6,328$351K0.26%013F-HRTimeline
Family Manage LLC6,457$349K0.04%-55,66113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,443$348K0.01%013F-HRTimelineGroup
Grant Street Asset Management, Inc.6,426$347K0.06%+9413F-HRTimeline
Flavin Financial Services, Inc.6,377$344K0.2%-17613F-HRTimeline
Bridgewater Advisors Inc.5,987$343K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,248$338K0.01%+3813F-HRTimeline
GREENLEAF TRUST6,234$337K<0.01%new13F-HRTimeline
GAMMA Investing LLC6,206$335K0.01%new13F-HRTimeline
RENASANT BANK6,160$333K0.21%013F-HRTimeline
Busey Bank6,101$330K0.01%-1,05013F-HRTimeline
Facet Wealth, Inc.6,072$328K<0.01%-20213F-HRTimeline
ENTREWEALTH, LLC5,639$325K0.12%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,005$324K0.07%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,924$320K<0.01%013F-HRTimelineGroup
Caprock Group, LLC5,899$319K0.01%+1,59713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,875$317K0.04%+5713F-HRTimelineGroup
Atlas Private Wealth Advisors5,859$316K0.07%+21913F-HRTimeline
GRANDFIELD & DODD, LLC5,856$316K0.02%013F-HRTimeline
Noble Family Wealth, LLC5,842$316K0.06%013F-HRTimeline
Intrua Financial, LLC5,720$309K0.03%-7013F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,699$308K0.01%+2,16513F-HRTimeline
KDK Private Wealth Management, LLC5,641$305K0.25%013F-HRTimeline
Everhart Financial Group, Inc.5,586$302K0.02%+96313F-HRTimeline
TWO SIGMA SECURITIES, LLC5,571$301K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…5,540$299K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC5,504$297K0.01%+1,56713F-HRTimeline
Fortis Capital Advisors, LLC5,504$297K0.03%+1,56713F-HRTimeline
FinDec Wealth Services, Inc.5,432$293K0.35%-4613F-HRTimeline
WNY Asset Management, LLC5,394$291K0.03%+17513F-HRTimeline
Stirlingshire Investments, Inc.5,383$291K0.22%+89413F-HRTimeline
Global Trust Asset Management, LLC5,378$291K0.09%-18713F-HRTimeline
Cogent Private Wealth, Inc.5,326$288K0.18%013F-HRTimeline
Sowell Financial Services LLC5,254$284K0.01%-94813F-HRTimeline
VestGen Advisors, LLC5,252$284K0.01%013F-HRTimeline
Castleview Partners, LLC5,210$281K0.12%+18213F-HRTimeline
Atria Investments, Inc5,158$279K<0.01%-3,02913F-HRTimeline
Avion Wealth5,140$277K0.05%013F-HRTimeline
Granite Bay Wealth Management, LLC5,073$274K0.03%013F-HRTimeline
Rockwood Wealth Management, LLC5,067$274K0.02%013F-HRTimeline
DBK Financial Counsel, LLC5,045$273K0.23%013F-HRTimeline
Intentional Wealth Strategies, LLC4,986$269K0.25%013F-HRTimeline
Csenge Advisory Group4,985$269K0.01%new13F-HRTimeline
Jacobi Capital Management LLC4,971$269K0.01%+3813F-HRTimeline
Orion Capital Management LLC4,928$266K0.08%013F-HRTimeline
Stonebridge Financial Group, LLC/CA4,924$265K0.04%13F-HRTimeline
Leading Edge Financial Planning LLC4,886$264K0.05%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,859$262K0.08%013F-HRTimeline
Safeguard Investment Advisory Group, LLC4,856$262K0.06%-85413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,838$261K<0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,820$260K<0.01%+6113F-HRTimelineGroup
CWS Financial Advisors, LLC4,768$258K0.06%-30013F-HRTimeline
Liberty Capital Management, Inc.4,731$256K0.04%13F-HRTimeline
Triad Wealth Partners, LLC4,438$254K0.02%-86413F-HRTimeline
Bell Bank4,646$251K0.01%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC4,628$250K0.01%-1,16613F-HRTimeline
West Financial Advisors, LLC4,607$249K0.04%+3,94113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,594$248K0.01%+2,19013F-HRTimelineGroup
Whitener Capital Management, Inc.4,580$247K0.05%+44513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,576$247K<0.01%-15013F-HRTimelineGroup
Exit Wealth Advisors, LLC.4,566$247K0.11%+6713F-HRTimeline
Citrine Capital LLC4,548$246K0.09%013F-HRTimeline
Clarity Wealth Development LLC4,507$243K0.14%013F-HRTimeline
Delos Wealth Advisors, LLC4,481$242K0.12%013F-HRTimeline
Roble, Belko & Company, Inc4,489$242K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,479$242K<0.01%+1,58213F-HRTimelineGroup
Foundry Financial LLC4,455$241K0.08%+1413F-HRTimeline
Towneley Capital Management, Inc / DE4,440$240K0.05%+6513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC4,437$240K0.06%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,420$239K<0.01%+1,09313F-HRTimelineGroup
Ausdal Financial Partners, Inc.4,398$238K0.01%-43513F-HRTimeline
Canal Capital Management, LLC4,393$237K0.03%-8413F-HRTimeline
Cooke Wealth Management, LLC4,375$236K0.19%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,363$236K<0.01%013F-HRTimelineGroup
Level Wealth Management LLC4,338$234K0.09%+6413F-HRTimeline
Summit Wealth Group, LLC4,329$234K0.05%-14213F-HRTimeline
Heron Bay Capital Management4,315$233K0.02%+12613F-HRTimeline
Tufton Capital Management4,290$231K0.04%new13F-HRTimeline
SIGNATUREFD, LLC4,273$231K<0.01%+1013F-HRTimeline
180 WEALTH ADVISORS, LLC4,252$230K0.02%+4413F-HRTimeline
Aspire Growth Partners LLC4,217$228K0.13%new13F-HRTimeline
Aprio Wealth Management, LLC4,185$226K0.01%-4,37113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,174$225K<0.01%new13F-HRTimeline
Rinkey Investments4,147$224K0.05%013F-HRTimeline
Kinloch Capital, LLC4,138$224K0.08%013F-HRTimeline
Caldwell Trust Co4,134$223K0.02%-99613F-HRTimeline
CGN Advisors LLC4,133$223K0.02%+2313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,102$222K0.13%+13213F-HRTimeline
3 FACTOR INDEXING, LLC4,083$221K0.19%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,047$219K0.03%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,034$218K0.01%-9513F-HRTimeline
Physician Wealth Advisors, Inc.3,971$215K0.03%+1013F-HRTimeline
Accurate Wealth Management, LLC3,793$210K0.02%new13F-HRTimeline
Kovack Advisors, Inc.3,883$210K0.01%new13F-HRTimeline
Orgel Wealth Management, LLC3,868$209K<0.01%new13F-HRTimeline
Corsicana & Co.3,825$207K0.1%new13F-HRTimeline
Brio Consultants, LLC3,820$206K0.02%013F-HRTimeline
Life Planning Partners, Inc3,811$206K0.15%013F-HRTimeline
Vawter Financial, Ltd.3,800$205K0.08%013F-HRTimeline
Allegheny Financial Group3,792$205K0.02%new13F-HRTimeline
MBL Wealth, LLC3,790$205K0.01%new13F-HRTimeline
Fortis Advisors, LLC3,770$204K0.1%new13F-HRTimeline
Allied Investment Advisors, LLC3,752$203K0.03%new13F-HRTimeline
Invst, LLC3,738$202K0.02%-300,17813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,709$200K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC3,543$191K<0.01%-1,43713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,353$181K0.07%+69613F-HRTimeline
CITY HOLDING CO3,300$178K0.02%new13F-HRTimeline
Atomic Invest LLC3,105$168K0.01%-24713F-HRTimeline
True Wealth Design, LLC3,016$163K0.04%+1313F-HRTimeline
CENTRAL TRUST Co2,987$161K<0.01%+1,93113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,941$159K0.02%new13F-HRTimeline
SITTNER & NELSON, LLC2,760$149K0.05%013F-HRTimeline
TFC Financial Management, Inc.2,666$144K0.02%+3913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,584$140K<0.01%+59213F-HRTimelineGroup
BankChampaign, National Association2,451$132K0.1%013F-HRTimeline
Dogwood Wealth Management LLC2,366$128K0.05%+3513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,248$121K<0.01%-1,07013F-HRTimeline
Investment Research & Advisory Group, I…2,234$121K0.04%+63413F-HRTimeline
Wilmington Savings Fund Society, FSB2,224$120K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,218$120K<0.01%+2,01813F-HRTimelineGroup
Operose Advisors LLC2,009$109K0.02%-23013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$106K0.01%013F-HRTimeline
Pacific Center for Financial Services1,916$104K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC1,849$99.9K0.06%013F-HRTimeline
Hickory Point Bank & Trust1,792$96.8K0.06%013F-HRTimeline
Rialto Wealth Management, LLC1,737$93.8K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,653$89.3K0.02%-52913F-HRTimeline
DecisionPoint Financial, LLC1,650$89.1K0.02%+2513F-HRTimeline
Godfrey Financial Associates, Inc.1,496$80.8K0.06%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,469$79.4K<0.01%013F-HRTimeline
Register Financial Advisors LLC1,455$78.6K0.02%new13F-HRTimeline
SYM FINANCIAL Corp1,444$78K0.01%013F-HRTimeline
Forum Finance Group S.A.1,795$78K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,481$77.7K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,423$77K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,406$76K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,388$75K0.01%+13413F-HRTimeline
Paladin Advisory Group, LLC1,335$72.1K0.05%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,288$70K<0.01%+92013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMPLEX TRADING, LLC1,290$69.7K<0.01%+7513F-HRTimeline
FIRST COMMUNITY TRUST NA1,287$69.5K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.1,266$68.4K0.02%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,236$66.8K0.02%-66813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,230$66.4K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,204$65K0.01%+19713F-HRTimeline
Dunhill Financial, LLC1,197$64.7K0.01%-2013F-HRTimeline