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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
American Capital Advisory, LLC1,124$60.7K0.02%-34013F-HRTimeline
LifeSteps Financial, Inc.1,116$60.3K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC1,050$56.7K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,045$56.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,017$54.9K<0.01%+1513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,010$54.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,002$54.2K<0.01%+813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,000$54K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors995$53.8K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC994$53.7K0.01%new13F-HRTimeline
Prosperity Bancshares Inc942$50.9K0.03%013F-HRTimeline
CX Institutional903$49K<0.01%-54513F-HRTimeline
Private Wealth Management Group, LLC904$48.8K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.970$48.4K0.02%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC853$46.1K<0.01%+22813F-HRTimelineGroup
Atlatl Advisers LLC748$40.4K0.01%new13F-HRTimeline
Redwood Park Advisors LLC717$38.7K0.03%+1113F-HRTimeline
HAZLETT, BURT & WATSON, INC.701$38K0.01%+56013F-HRTimeline
Cornerstone Planning Group LLC655$36.8K<0.01%+18113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC615$33.2K<0.01%013F-HRTimelineGroup
Montgomery Financial Services LLC607$32.8K0.03%13F-HRTimeline
Key Financial Inc576$31.1K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.560$30.3K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC551$29.8K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.549$29.7K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…532$28.7K0.02%013F-HRTimeline
Transce3nd, LLC512$28.4K0.25%013F-HRTimeline
Glassman Wealth Services500$27K<0.01%+33313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC491$26.5K0.01%013F-HRTimeline
Abound Wealth Management462$25K<0.01%+713F-HRTimeline
Catherine Avery Investment Management L…436$23.6K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC398$22K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$21.6K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC374$20.2K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.374$20.2K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT348$18.8K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC330$17.8K0.01%013F-HRTimeline
HOWE & RUSLING INC313$16.9K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$16.4K0.01%013F-HRTimeline
Fairway Wealth LLC263$14.2K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/256$13.8K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.254$13.7K<0.01%+2213F-HRTimeline
Timmons Wealth Management, LLC232$12.5K0.01%-313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…225$12.1K<0.01%+413F-HRTimeline
Cranbrook Wealth Management, LLC223$12K<0.01%new13F-HRTimeline
Hara Capital LLC200$10.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT196$10.6K<0.01%13F-HRTimeline
GODSEY & GIBB, INC181$9.78K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC176$9.51K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST175$9.45K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC170$9.17K<0.01%+313F-HRTimeline
AdvisorNet Financial, Inc165$8.93K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC165$8.91K<0.01%013F-HRTimeline
Breakwater Investment Management145$7.85K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC140$7.56K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC129$6.96K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC117$6.33K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…110$5.94K<0.01%new13F-HRTimeline
Truvestments Capital LLC104$5.63K<0.01%+113F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP100$5.4K<0.01%new13F-HRTimelineGroup
Merrithew & Thorsten Inc95$5K<0.01%+213F-HRTimeline
Millstone Evans Group, LLC89$4.81K<0.01%+513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…77$4K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC63$3.4K<0.01%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC47$2.54K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA46$2.48K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC38$2.05K<0.01%013F-HRTimeline
Trust Co35$1.89K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC30$1.62K<0.01%new13F-HRTimeline
Archer Investment Corp26$1.41K<0.01%-12713F-HR/ATimeline
NorthAvenue LLC25$1.35K<0.01%new13F-HRTimeline
SWAN Capital LLC19$1.03K<0.01%new13F-HRTimeline
NFSG Corp18$972<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.15$810<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.11$594<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC9$486<0.01%013F-HRTimeline
Citizens National Bank Trust Department8$432<0.01%013F-HRTimeline
WPG Advisers, LLC6$324<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5$270<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$54<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$11<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
LOGAN CAPITAL MANAGEMENT INC0$2<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Tradewinds, LLC.1,108$13.4Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.