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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

796 managers (804 13F filers) reported a position in DFIV shares at 2025-12-31, 263,742,498 shares in all. 54 filers opened a position and 27 filers sold out during the quarter.

Managers
796
13F filers
804
New
54
Added
330
Reduced
219
Sold out
27
Shares held by filers
263,742,498

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,083$353K<0.01%-15213F-HRTimelineGroup
ALTFEST L J & CO INC7,079$353K0.04%+30513F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,015$350K0.33%13F-HRTimeline
Matisse Capital7,000$349K0.16%013F-HRTimeline
Meramec Financial Planners, LLC6,405$349K0.14%13F-HRTimeline
Dana Investment Advisors, Inc.6,986$349K0.01%+60513F-HRTimeline
Seaside Wealth Management, Inc.6,970$348K0.1%+3213F-HRTimeline
SVB WEALTH LLC6,873$343K0.02%+1513F-HRTimeline
Aptus Capital Advisors, LLC6,873$343K<0.01%+7213F-HRTimeline
SHUFRO ROSE & CO LLC6,838$341K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,801$339K0.01%+1,38013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC6,774$338K0.24%013F-HRTimeline
VERITY Wealth Advisors6,771$338K0.21%013F-HRTimeline
Tassel Capital Management, Inc.6,760$337K0.2%013F-HRTimeline
Dynamic Advisor Solutions LLC6,734$336K0.01%-2,94913F-HRTimeline
GEM Asset Management, LLC6,624$333K0.15%+1,86913F-HRTimeline
Generations Wealth, LLC6,527$326K0.33%13F-HRTimeline
Noble Family Wealth, LLC6,505$325K0.07%+87413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,443$322K0.01%new13F-HRTimelineGroup
WorthPointe, LLC6,433$321K0.08%new13F-HRTimeline
Integras Partners LLC6,383$319K0.26%+6113F-HRTimeline
Daytona Street Capital LLC6,328$316K0.25%13F-HRTimeline
Grant Street Asset Management, Inc.6,320$315K0.06%+4813F-HRTimeline
Flavin Financial Services, Inc.6,299$314K0.22%+84713F-HRTimeline
Triad Wealth Partners, LLC6,277$313K0.03%+32213F-HRTimeline
Sowell Financial Services LLC6,239$311K0.01%+613F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,210$310K0.01%013F-HRTimeline
Bridgewater Advisors Inc.5,987$309K0.02%-51313F-HRTimeline
RENASANT BANK6,160$307K0.21%-58013F-HRTimeline
Long Island Wealth Management, Inc.6,114$305K0.14%013F-HRTimeline
Global Trust Asset Management, LLC6,045$302K0.12%-10,40713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,021$300K<0.01%013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.6,005$300K0.07%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,924$296K<0.01%-1,11113F-HRTimelineGroup
PRIVATE TRUST CO NA5,863$293K0.03%+58413F-HRTimeline
GRANDFIELD & DODD, LLC5,856$292K0.02%013F-HRTimeline
Intrua Financial, LLC5,795$289K0.03%-15013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,794$289K0.01%+1,05013F-HRTimeline
Geneos Wealth Management Inc.5,655$282K0.01%+3,35013F-HRTimeline
CWS Financial Advisors, LLC5,651$282K0.08%new13F-HRTimeline
KDK Private Wealth Management, LLC5,641$281K0.25%013F-HR/ATimeline
Atlas Private Wealth Advisors5,631$281K0.07%+16013F-HRTimeline
Safeguard Investment Advisory Group, LLC5,587$279K0.07%new13F-HRTimeline
Compass Advisory Group LLC5,542$277K0.07%new13F-HRTimeline
Westmount Partners, LLC5,481$274K0.07%013F-HRTimeline
FinDec Wealth Services, Inc.5,478$273K0.29%-12713F-HRTimeline
Cogent Private Wealth, Inc.5,326$266K0.2%13F-HRTimeline
GM Advisory Group, LLC5,272$263K0.01%013F-HRTimeline
CGN Advisors LLC5,213$260K0.02%-10813F-HRTimeline
Castleview Partners, LLC5,157$257K0.13%+2213F-HRTimeline
Avion Wealth5,140$256K0.05%013F-HRTimeline
Caldwell Trust Co5,130$256K0.02%013F-HRTimeline
Granite Bay Wealth Management, LLC5,073$253K0.06%013F-HRTimeline
Rockwood Wealth Management, LLC5,067$253K0.02%-55613F-HRTimeline
DBK Financial Counsel, LLC5,045$252K0.19%013F-HRTimeline
Balboa Wealth Partners4,992$249K0.04%-34513F-HRTimeline
Leading Edge Financial Planning LLC4,966$248K0.06%013F-HRTimeline
Andina Capital Management, LLC4,941$247K0.15%013F-HRTimeline
Cadence Bank4,941$247K0.01%-5113F-HRTimeline
Orion Capital Management LLC4,928$246K0.08%-12913F-HRTimeline
O'Brien Wealth Partners LLC4,882$244K0.03%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,859$242K0.09%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,838$241K<0.01%-18613F-HRTimeline
Ellis Investment Partners, LLC4,788$239K0.04%new13F-HRTimeline
Jacobi Capital Management LLC4,783$239K0.01%+913F-HRTimeline
Liberty Capital Management, Inc.4,731$236K0.04%013F-HRTimeline
Bell Bank4,646$232K0.01%013F-HRTimeline
Range Advisory, LLC4,579$228K0.06%13F-HRTimeline
Facet Wealth, Inc.4,310$228K<0.01%new13F-HRTimeline
Citrine Capital LLC4,548$227K0.11%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,509$225K0.01%-1,20913F-HRTimeline
Clarity Wealth Development LLC4,507$225K0.19%013F-HRTimeline
Caprock Group, LLC4,494$224K<0.01%new13F-HRTimeline
Exit Wealth Advisors, LLC.4,490$224K0.13%+3413F-HRTimeline
Roble, Belko & Company, Inc4,489$224K0.03%013F-HRTimeline
Canal Capital Management, LLC4,468$223K0.03%013F-HRTimeline
Heritage Investment Group, Inc.4,438$221K0.03%-1,12913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC4,433$221K0.06%+213F-HRTimeline
Towneley Capital Management, Inc / DE4,366$218K0.05%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,363$218K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.4,344$217K<0.01%+57613F-HRTimeline
SIGNATUREFD, LLC4,293$214K<0.01%+25413F-HRTimeline
VestGen Advisors, LLC4,273$213K0.01%new13F-HRTimeline
Summit Wealth Group, LLC4,252$212K0.05%new13F-HRTimeline
SCRATCH CAPITAL LLC4,208$210K0.14%new13F-HRTimeline
Busey Bank4,203$210K0.01%new13F-HRTimeline
Rinkey Investments4,147$207K0.05%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,129$206K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,113$205K-5,388Timeline
Everhart Financial Group, Inc.4,052$202K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,050$202K0.03%-24213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,047$202K0.04%new13F-HRTimeline
Foundry Financial LLC4,017$200K0.11%13F-HRTimeline
Qube Research & Technologies Ltd3,908$195K<0.01%+3,76313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,450$172K0.02%+21113F-HRTimelineGroup
McIlrath & Eck, LLC3,420$171K0.02%-12213F-HRTimeline
Sage Mountain Advisors LLC3,329$166K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,320$166K<0.01%+2513F-HRTimelineGroup
True Wealth Design, LLC3,097$155K0.05%013F-HRTimeline
TFC Financial Management, Inc.3,034$151K0.02%+2313F-HRTimeline
SITTNER & NELSON, LLC2,760$150K0.05%013F-HRTimeline
FIRST HORIZON CORP2,895$144K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,812$140K<0.01%-113F-HRTimelineGroup
BankChampaign, National Association350$131K0.13%13F-HRTimeline
Clearstead Advisors, LLC2,543$127K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,380$119K0.06%+3613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,363$118K<0.01%-7413F-HRTimelineGroup
Dogwood Wealth Management LLC2,327$116K0.05%+613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,248$112K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,229$111K0.03%-3013F-HRTimeline
Wilmington Savings Fund Society, FSB2,224$111K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2,184$109K0.07%-87913F-HRTimeline
Measured Wealth Private Client Group, L…2,081$104K0.03%+2113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$98K0.01%013F-HRTimeline
American Capital Advisory, LLC1,908$95.2K0.04%013F-HRTimeline
Retirement Wealth Solutions LLC1,849$92.3K0.06%013F-HRTimeline
Arax Advisory Partners1,786$89.1K<0.01%new13F-HRTimeline
Motiv8 Investments LLC1,733$86K0.05%new13F-HRTimeline
Rialto Wealth Management, LLC1,723$86K0.02%013F-HRTimeline
Pacific Center for Financial Services1,852$85.4K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,659$84K<0.01%-19013F-HRTimeline
DecisionPoint Financial, LLC1,622$81K0.02%+1213F-HRTimeline
Godfrey Financial Associates, Inc.1,496$74.7K0.06%13F-HRTimeline
SYM FINANCIAL Corp1,444$72.1K0.01%+27613F-HRTimeline
CX Institutional1,445$72K<0.01%+1113F-HRTimeline
MOTCO1,437$71.7K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,423$71K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,335$66.6K0.05%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,287$64.2K0.05%-2713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,230$61.4K<0.01%+31313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,230$61.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC1,200$59.9K0.01%new13F-HRTimeline
Operose Advisors LLC1,170$58.4K0.01%+92713F-HRTimeline
CENTRAL TRUST Co1,056$52.7K<0.01%+60513F-HRTimeline
Glen Eagle Advisors, LLC1,050$52.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,016$50.7K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,000$49.9K0.02%013F-HRTimeline
Bogart Wealth, LLC993$49.6K<0.01%+413F-HRTimeline
Prudent Man Investment Management, Inc.970$48.4K0.02%013F-HRTimeline
Prosperity Bancshares Inc942$47K0.04%13F-HRTimeline
Sound Income Strategies, LLC891$46K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC904$45.1K0.01%013F-HRTimeline
Clarity Asset Management, Inc.899$44.9K0.02%new13F-HRTimeline
JNBA Financial Advisors731$36.5K<0.01%+513F-HRTimeline
Redwood Park Advisors LLC705$35.2K0.02%+513F-HRTimeline
IFC & Insurance Marketing, Inc.681$34K0.03%13F-HRTimeline
West Financial Advisors, LLC666$33.2K0.01%013F-HRTimeline
Evolution Advisers, Inc.659$32K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC615$30.7K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC605$30.2K0.01%+20513F-HRTimeline
Key Financial Inc576$28.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.549$27.4K0.01%013F-HRTimeline
Transce3nd, LLC512$27.3K0.22%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.520$25.9K0.02%013F-HRTimeline
Cornerstone Planning Group LLC473$25K<0.01%-33213F-HRTimeline
GHP Investment Advisors, Inc.500$24.9K<0.01%new13F-HRTimeline
Abound Wealth Management454$22.7K0.01%new13F-HRTimeline
Greenline Wealth Management LLC428$21.4K0.02%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC420$21K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC401$20K<0.01%013F-HRTimeline
GAMMA Investing LLC388$19.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC379$18.9K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC374$18.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.368$18K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT348$17.4K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…345$17.2K0.01%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC330$16.5K0.01%-1,36413F-HRTimeline
HOWE & RUSLING INC313$15.6K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$15.1K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC279$13.9K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/256$12.8K<0.01%new13F-HRTimeline
Timmons Wealth Management, LLC235$11.7K0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…233$11.6K<0.01%+22613F-HRTimeline
Hara Capital LLC200$9.98K0.01%013F-HRTimeline
Global Wealth Strategies & Associates193$9.62K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC183$9.13K<0.01%new13F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC183$9.13K<0.01%-2,90013F-HRTimeline
Glassman Wealth Services167$8.33K<0.01%013F-HRTimeline
Archer Investment Corp153$7.63K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.150$7.49K<0.01%013F-HRTimeline
Breakwater Investment Management145$7.25K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc143$7.14K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.141$7K<0.01%013F-HRTimeline
Truvestments Capital LLC103$5.12K<0.01%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC99$4.94K<0.01%new13F-HRTimelineGroup
Merrithew & Thorsten Inc93$4K<0.01%13F-HRTimeline
IMG Wealth Management, Inc.66$3.29K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC64$3.19K<0.01%013F-HRTimeline
Strive Financial Group ,LLC63$3.14K<0.01%13F-HR/ATimeline
Signature Equity Partners, LLC54$2.69K<0.01%13F-HRTimeline
AFFINITY WEALTH LLC47$2.35K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.44$2.2K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC10$505<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC9$449<0.01%013F-HRTimeline
WPG Advisers, LLC6$299<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…0$1<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.