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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

686 managers (694 13F filers) reported a position in DFIV shares at 2025-06-30, 246,964,005 shares in all. 68 filers opened a position and 18 filers sold out during the quarter.

Managers
686
13F filers
694
New
68
Added
303
Reduced
197
Sold out
18
Shares held by filers
246,964,005

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
McIlrath & Eck, LLC3,519$151K0.02%013F-HRTimeline
Sage Mountain Advisors LLC3,329$143K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,280$140K<0.01%+5613F-HRTimelineGroup
True Wealth Design, LLC3,237$139K0.05%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,233$138K0.02%+71713F-HRTimelineGroup
BFSG, LLC3,065$131K0.01%+95813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,016$129K<0.01%+22713F-HRTimelineGroup
TFC Financial Management, Inc.2,998$128K0.02%+5213F-HRTimeline
Pinnacle Bancorp, Inc.2,915$125K0.04%-3513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,900$124K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,835$121K<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC2,760$118K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,460$105K0.01%013F-HRTimeline
Dogwood Wealth Management LLC2,433$105K0.05%-43413F-HRTimeline
Ryan Investment Management, Inc.2,346$100K0.06%13F-HRTimeline
Geneos Wealth Management Inc.2,305$98.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,248$96.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,224$95.3K<0.01%-10013F-HRTimeline
Reyes Financial Architecture, Inc.2,184$93.5K0.08%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,995$85.4K0.04%013F-HR/ATimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$84.1K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,936$82.9K0.03%+3413F-HRTimeline
Pacific Center for Financial Services1,852$79.3K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,849$79.2K<0.01%013F-HRTimeline
Arax Advisory Partners1,835$78.6K<0.01%-4613F-HRTimeline
Transce3nd, LLC1,758$77.7K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,751$75K0.04%+66213F-HRTimeline
Rialto Wealth Management, LLC1,611$69K0.02%+2813F-HRTimeline
MOTCO1,437$61.7K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,423$61K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,335$57.2K0.04%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,314$56.3K0.05%-1,31413F-HRTimeline
SYM FINANCIAL Corp1,168$50K0.01%+55213F-HRTimeline
CENTRAL TRUST Co1,081$46.3K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,074$46K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,050$45K0.01%013F-HRTimeline
DecisionPoint Financial, LLC1,035$44.4K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,020$43.7K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,000$42.8K0.02%new13F-HRTimeline
American Capital Advisory, LLC939$40.2K0.02%013F-HRTimeline
Private Wealth Management Group, LLC904$38.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC891$38.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp857$36.7K<0.01%013F-HRTimelineGroup
Prudent Man Investment Management, Inc.970$34.4K0.02%013F-HRTimeline
JNBA Financial Advisors722$30.9K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC697$29.8K0.02%-1813F-HRTimeline
HARBOUR INVESTMENTS, INC.683$29.3K<0.01%+27513F-HRTimeline
West Financial Advisors, LLC666$28.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC615$26.3K<0.01%new13F-HRTimelineGroup
Key Financial Inc576$24.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.549$23.5K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…542$23.2K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.520$22.3K0.02%013F-HRTimeline
Cornerstone Planning Group LLC467$20.3K<0.01%+813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC420$18K<0.01%-13013F-HRTimelineGroup
GODSEY & GIBB, INC401$17.2K<0.01%013F-HRTimeline
GAMMA Investing LLC388$16.6K<0.01%new13F-HRTimeline
Pineridge Advisors LLC381$16.3K0.01%+713F-HRTimeline
Providence Capital Advisors, LLC374$16K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC368$15.8K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC328$14K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.334$14K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd324$13.9K<0.01%-1,19613F-HRTimeline
Plante Moran Financial Advisors, LLC315$13.5K<0.01%013F-HRTimeline
HOWE & RUSLING INC313$13.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$13K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC262$11.2K<0.01%-15613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC260$11.1K<0.01%new13F-HRTimelineGroup
Semmax Financial Advisors Inc.222$9.89K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC207$8.87K<0.01%013F-HRTimeline
Truvestments Capital LLC202$8.65K<0.01%+313F-HRTimeline
Hara Capital LLC200$8.57K0.01%013F-HRTimeline
Archer Investment Corp153$6.55K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.150$6.42K<0.01%new13F-HRTimeline
Breakwater Investment Management145$6.22K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc143$6.12K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.141$6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC64$2.74K<0.01%013F-HRTimeline
CITY HOLDING CO49$2.1K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.44$1.87K<0.01%+113F-HRTimeline
Iron Horse Wealth Management, LLC23$985<0.01%013F-HRTimeline
Brooklyn Investment Group18$771<0.01%new13F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…7$306<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC0$1<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…0$1<0.01%-20013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.