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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

639 managers (645 13F filers) reported a position in DFIV shares at 2025-03-31, 212,408,531 shares in all. 69 filers opened a position and 18 filers sold out during the quarter.

Managers
639
13F filers
645
New
69
Added
271
Reduced
195
Sold out
18
Shares held by filers
212,408,531

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Private Wealth Management Group, LLC904$35.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC891$35.1K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.970$34.4K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp857$33.7K<0.01%new13F-HRTimelineGroup
First PREMIER Bank800$31K0.01%013F-HRTimeline
Redwood Park Advisors LLC715$28.1K0.02%-2,02113F-HRTimeline
West Financial Advisors, LLC666$26.2K<0.01%013F-HRTimeline
SYM FINANCIAL Corp616$24.2K<0.01%013F-HRTimeline
Creekmur Asset Management LLC596$23.5K<0.01%new13F-HRTimeline
Key Financial Inc576$22.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC550$22K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.549$21.6K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.520$20.5K0.02%013F-HRTimeline
Cornerstone Planning Group LLC459$18.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.408$16.1K<0.01%013F-HRTimeline
GODSEY & GIBB, INC401$15.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC418$14.8K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC374$14.7K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC328$12.9K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC315$12.4K<0.01%new13F-HRTimeline
HOWE & RUSLING INC313$12.3K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$11.9K0.01%013F-HRTimeline
NorthRock Partners, LLC258$10.2K<0.01%013F-HRTimeline
MGB Wealth Management, LLC207$8.15K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC201$7.9K<0.01%+9913F-HRTimeline
Hara Capital LLC200$7.87K0.01%-55013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$7.87K0.01%013F-HRTimelineGroup
Truvestments Capital LLC199$7.81K<0.01%-2413F-HRTimeline
Archer Investment Corp153$6.02K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.141$6K<0.01%013F-HRTimeline
Breakwater Investment Management145$5.72K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc143$5.63K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC64$2.52K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.43$1.69K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC23$905<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC9$354<0.01%-6513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,73813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rossby Financial, LCC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC9$594K-16,72113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.