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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

715 managers (723 13F filers) reported a position in DFIV shares at 2025-09-30, 238,916,146 shares in all. 63 filers opened a position and 21 filers sold out during the quarter.

Managers
715
13F filers
723
New
63
Added
338
Reduced
197
Sold out
21
Shares held by filers
238,916,146

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Caldwell Trust Co5,130$237K0.02%013F-HRTimeline
Vishria Bird Financial Group, LLC5,103$235K0.05%new13F-HRTimeline
Granite Bay Wealth Management, LLC5,073$234K0.06%new13F-HRTimeline
Orion Capital Management LLC5,057$233K0.08%+39713F-HRTimeline
DBK Financial Counsel, LLC5,045$233K0.2%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,024$232K<0.01%-5,08813F-HRTimeline
Cadence Bank4,992$230K0.01%013F-HRTimeline
Leading Edge Financial Planning LLC4,966$229K0.06%013F-HRTimeline
Andina Capital Management, LLC4,941$228K0.13%-5613F-HRTimeline
Jacobi Capital Management LLC4,774$220K0.01%new13F-HRTimeline
GEM Asset Management, LLC4,755$220K0.1%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC4,744$219K0.01%013F-HRTimeline
Austin Wealth Management, LLC4,750$218K0.03%new13F-HRTimeline
Liberty Capital Management, Inc.4,731$218K0.04%013F-HRTimeline
Bell Bank4,646$214K0.01%-86013F-HRTimeline
Clarity Wealth Development LLC4,507$211K0.19%new13F-HRTimeline
Citrine Capital LLC4,548$210K0.1%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,541$209K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc4,489$207K0.03%013F-HRTimeline
Canal Capital Management, LLC4,468$206K0.03%-1,60213F-HRTimeline
Exit Wealth Advisors, LLC.4,456$206K0.14%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC4,431$204K0.06%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,363$201K<0.01%-94413F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,292$198K0.03%-1,16013F-HRTimeline
SIGNATUREFD, LLC4,039$186K<0.01%+20513F-HRTimeline
Blue Trust, Inc.3,768$174K<0.01%+2713F-HRTimeline
McIlrath & Eck, LLC3,542$163K0.02%+2313F-HRTimeline
Sage Mountain Advisors LLC3,329$154K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,295$152K<0.01%+1513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners3,239$149K0.02%+613F-HRTimelineGroup
True Wealth Design, LLC3,097$143K0.04%-14013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,083$142K0.01%+18313F-HRTimeline
Reyes Financial Architecture, Inc.3,063$141K0.1%+87913F-HRTimeline
TFC Financial Management, Inc.3,011$139K0.02%+1313F-HRTimeline
BOKF, NAin group BOKF, NA2,813$130K<0.01%-2213F-HRTimelineGroup
SITTNER & NELSON, LLC2,760$127K0.05%013F-HRTimeline
Clearstead Advisors, LLC2,543$117K<0.01%-1,09313F-HRTimeline
Icon Wealth Advisors, LLC2,465$114K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,437$112K<0.01%-57913F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD2,344$108K0.05%+59313F-HRTimeline
Dogwood Wealth Management LLC2,321$107K0.05%-11213F-HRTimeline
Geneos Wealth Management Inc.2,305$106K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,259$104K0.03%-65613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,248$104K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,224$103K<0.01%013F-HR/ATimeline
Measured Wealth Private Client Group, L…2,060$95K0.03%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$90.5K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,944$89.7K0.03%+813F-HRTimeline
American Capital Advisory, LLC1,908$88K0.04%+96913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,849$86.2K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,852$85.4K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC1,849$85.3K0.06%new13F-HRTimeline
Rialto Wealth Management, LLC1,723$79.5K0.02%+11213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,694$78.1K0.05%new13F-HRTimeline
JPL Wealth Management, LLC1,643$75.8K0.02%new13F-HRTimeline
DecisionPoint Financial, LLC1,610$74.5K0.02%+57513F-HRTimeline
MOTCO1,437$66.3K0.01%013F-HRTimeline
CX Institutional1,434$66K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,423$66K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,335$61.6K0.05%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,314$60.6K0.05%013F-HRTimeline
Cornerstone Planning Group LLC805$59.5K0.01%+33813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,230$56.7K<0.01%-1,23013F-HRTimeline
SYM FINANCIAL Corp1,168$53.9K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,050$48.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,016$46.9K<0.01%+33313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,000$46.1K0.02%013F-HRTimeline
Bogart Wealth, LLC989$45.6K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC976$45K<0.01%+66113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…917$42.3K<0.01%+37513F-HRTimelineGroup
Private Wealth Management Group, LLC904$41.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC891$40.9K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.970$34.4K0.02%013F-HRTimeline
JNBA Financial Advisors726$33.5K<0.01%+413F-HRTimeline
Redwood Park Advisors LLC700$32.3K0.02%+313F-HRTimeline
West Financial Advisors, LLC666$30.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC615$28.4K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.600$27.7K<0.01%-42013F-HRTimeline
Key Financial Inc576$26.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.549$25.3K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.520$24K0.02%013F-HRTimeline
CENTRAL TRUST Co451$20.8K<0.01%-63013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC420$19K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC401$18.5K<0.01%013F-HRTimeline
MGB Wealth Management, LLC400$18.4K0.01%+19313F-HRTimeline
GAMMA Investing LLC388$17.9K<0.01%013F-HRTimeline
Pineridge Advisors LLC383$17.6K0.01%+213F-HRTimeline
Providence Capital Advisors, LLC374$17.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.368$17K<0.01%+3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT348$16.1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC313$14.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$14K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC279$12.9K<0.01%new13F-HRTimeline
Operose Advisors LLC243$11.2K<0.01%new13F-HRTimeline
Hara Capital LLC200$9.22K0.01%013F-HRTimeline
Global Wealth Strategies & Associates193$8.89K<0.01%new13F-HRTimeline
Glassman Wealth Services167$7.7K<0.01%new13F-HRTimeline
Archer Investment Corp153$7.06K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.141$7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.150$6.92K0.01%013F-HRTimeline
Breakwater Investment Management145$6.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd145$6.69K<0.01%-17913F-HRTimeline
AdvisorNet Financial, Inc143$6.59K<0.01%013F-HRTimeline
Truvestments Capital LLC102$4.69K<0.01%-10013F-HRTimeline
Kozak & Associates, Inc.86$4.06K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC74$3.41K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC64$2.95K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC47$2.17K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.44$2.02K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC21$969<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC10$464<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC9$415<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…7$330<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…0$1<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Transce3nd, LLC512$00%-1,24613F-HRTimelineValue filed as zero, left out of ratios.