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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

846 managers (855 13F filers) reported a position in DFIV shares at 2026-03-31, 279,791,727 shares in all. 87 filers opened a position and 30 filers sold out during the quarter.

Managers
846
13F filers
855
New
87
Added
363
Reduced
274
Sold out
30
Shares held by filers
279,791,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Gunpowder Capital Management, LLC dba O…532$28.1K0.02%+18713F-HRTimeline
Transce3nd, LLC512$27K0.24%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC491$25.9K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC474$25.9K<0.01%+113F-HRTimeline
Abound Wealth Management455$24K0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC398$21.3K<0.01%-1,26113F-HRTimeline
Anchor Investment Management, LLC401$21.2K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC374$19.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…362$19.1K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.368$19K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT348$18.4K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC330$17.4K0.01%013F-HRTimeline
HOWE & RUSLING INC313$16.5K<0.01%013F-HRTimeline
Signature Resources Capital Management,…303$16K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC279$14.7K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/256$13.5K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC235$12.4K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.232$12.2K<0.01%+18813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…221$11.7K<0.01%-1213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC200$11K<0.01%-22013F-HRTimelineGroup
IFG Advisory, LLC200$10.6K0.03%new13F-HRTimeline
Hara Capital LLC200$10.6K0.01%013F-HRTimeline
GODSEY & GIBB, INC181$9.55K<0.01%-22013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC177$9.34K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST175$9.24K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC167$8.83K<0.01%new13F-HRTimeline
Glassman Wealth Services167$8.81K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc165$8.71K<0.01%+2213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC165$8.71K<0.01%new13F-HRTimeline
Archer Investment Corp153$8.07K<0.01%013F-HRTimeline
Breakwater Investment Management145$7.67K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.145$7.65K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.145$7.65K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC140$7.39K<0.01%-23913F-HRTimeline
HAZLETT, BURT & WATSON, INC.141$7K<0.01%013F-HRTimeline
Truvestments Capital LLC103$5.42K<0.01%013F-HRTimeline
Millstone Evans Group, LLC84$4.43K<0.01%+2013F-HRTimeline
Merrithew & Thorsten Inc93$4K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.65$3.44K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC63$3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC38$2.01K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC9$475<0.01%013F-HRTimeline
Citizens National Bank Trust Department8$422<0.01%new13F-HRTimeline
WPG Advisers, LLC6$317<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5$264<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates1$38<0.01%-19213F-HRTimeline