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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

601 managers (606 13F filers) reported a position in DFIV shares at 2024-12-31, 200,782,035 shares in all. 34 filers opened a position and 28 filers sold out during the quarter.

Managers
601
13F filers
606
New
34
Added
265
Reduced
141
Sold out
28
Shares held by filers
200,782,035

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,564,150$730M+1,512,311Timeline
MERCER GLOBAL ADVISORS INC /ADV17,791,542$631M1.54%-1,598,32313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding16,980,585$602M+1,561,029Timeline
Savant Capital, LLCin group Savant Capital, LLC8,280,161$294M2.31%+534,10613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,019,949$249M0.17%+457,48713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,714,393$238M0.03%-30,79713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD5,652,108$201M0.24%new13F-HRTimelineGroup
Index Fund Advisors, Inc.3,618,375$128M6.94%-21,60913F-HRTimeline
Creative Planningin group Creative Planning3,548,218$126M0.12%-15,14013F-HRTimelineGroup
Foster Group, Inc.3,519,346$125M4.76%-15,14613F-HRTimeline
HighTower Advisors, LLC3,393,744$120M0.16%+161,85513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,007,651$107M0.18%+350,88213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,792,405$99.1M0.04%13F-HR/ATimelineGroup
Plancorp, LLC2,723,071$96.6M3.97%+76,16113F-HRTimeline
EP Wealth Advisors, LLC2,665,257$94.6M0.77%+564,91513F-HRTimeline
Modera Wealth Management, LLC2,591,495$91.9M1.11%-32,01713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,563,927$91M0.2%+89,40813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,984,964$70.4M0.13%+75,11613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,849,815$65.6M+361,776Timeline
CHOREO, LLC1,841,039$65.3M0.94%+78,88313F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,839,267$65.3M1.78%+79,76813F-HRTimeline
Team Hewins, LLC1,835,800$65.1M25.48%+22,51313F-HR/ATimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,727,902$61.3M7.75%+34,93413F-HRTimeline
LPL Financial LLC1,647,603$58.5M0.02%+109,83013F-HRTimeline
Confluence Wealth Services, Inc.1,441,586$53.4M3.47%+194,15313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.1,387,844$49.2M26.74%-9,32713F-HRTimeline
NorthCoast Asset Management LLC1,376,417$48.8M0.24%+118,59213F-HR/ATimeline
TCI Wealth Advisors, Inc.1,372,127$48.7M4.07%+60,18613F-HRTimeline
Evanson Asset Management, LLC1,278,136$45.3M3.11%+42,89313F-HRTimeline
Apella Capital, LLC1,259,301$44.7M1.71%-8,27713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,183,733$42M6.83%13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,174,766$41.7M3.6%+87,28213F-HRTimeline
Falcon Wealth Planning1,162,601$41.2M4.6%+27,57913F-HRTimeline
UBS Group AGin group UBS Group AG1,112,054$39.5M0.01%+12,14013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,097,305$38.9M0.03%+125,85113F-HRTimelineGroup
True Link Financial Advisors, LLC1,065,332$37.8M3.17%-32,99413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA994,159$35.3M0.01%+69,57613F-HRTimelineGroup
Planning Center, Inc.887,829$31.5M4%+6,60313F-HRTimeline
Strategic Financial Services, Inc.847,105$30.1M1.79%+27,05213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC818,304$29M0.67%-14,93913F-HRTimeline
Verus Financial Partners, Inc.811,296$28.7M3.22%+10,46013F-HRTimeline
Total Wealth Planning, LLC804,893$28.6M4.45%+77,61013F-HRTimeline
KEB ASSET MANAGEMENT, LLC796,575$28.3M8.13%+61,74313F-HRTimeline
SACHEM HILL LLC776,156$27.5M5.75%+3,94113F-HRTimeline
Willow Creek Wealth Management Inc.746,530$26.5M2.7%+16,46413F-HRTimeline
Wealth Architects, LLC741,236$26.3M2.97%+59,41613F-HRTimeline
Beacon Pointe Advisors, LLC726,396$25.8M0.29%-12,91813F-HRTimeline
McGlone Suttner Wealth Management, Inc.702,355$24.9M4.16%+168,50013F-HRTimeline
Merriman Wealth Management, LLC669,875$23.8M0.99%-1,95113F-HRTimeline
Hill Investment Group Partners, LLC659,029$23.4M3.13%-50,21113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC649,780$23.1M0.85%+41,43613F-HRTimeline
Cetera Investment Advisers637,434$22.6M0.05%+44,08113F-HRTimeline
Root Financial Partners, LLC614,910$21.8M2.7%+147,46713F-HRTimeline
Trinity Financial Advisors LLC600,555$21.2M8.07%-18,35113F-HRTimeline
Efficient Frontier Advisors LLC589,787$20.9M13.84%+12,22613F-HRTimeline
EARNED WEALTH ADVISORS, LLC563,901$20M6.4%+8,76613F-HRTimeline
Sequoia Financial Advisors, LLC554,957$19.7M0.19%-6,74413F-HR/ATimeline
Prism Advisors, Inc.538,524$19.1M5.73%+46,29813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/535,215$19M<0.01%-24,41913F-HRTimelineGroup
Allworth Financial LP504,515$18.5M0.1%+344,67913F-HRTimeline
RIVERSEDGE ADVISORS, LLC519,429$18.4M4.17%+4,12813F-HRTimeline
CFS Investment Advisory Services, LLC483,173$17.1M1.54%+48813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP478,690$17M0.28%+41,41813F-HR/ATimelineGroup
Acropolis Investment Management, LLC475,877$16.9M1%+29,16813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO470,161$16.7M<0.01%+111,30113F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC463,363$16.4M7.55%-25113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.460,715$16.3M5.25%+225,49413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…456,870$16.2M2.72%+4,18413F-HRTimeline
McMill Wealth Management451,203$16M6.48%13F-HRTimeline
PBMares Wealth Management LLC448,795$15.9M3.25%+1,63913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC445,065$15.7M3.45%-11713F-HRTimeline
SAX WEALTH ADVISORS, LLC439,688$15.6M1.22%+76,72313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC428,361$15.2M7.74%+157,44313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP421,688$15M0.01%+188,19313F-HRTimelineGroup
Wescott Financial Advisory Group, LLC417,736$14.8M1.54%+12,43213F-HRTimeline
Parkwoods Wealth Partners, LLC417,360$14.8M11.78%+18,33113F-HRTimeline
PINNEY & SCOFIELD, INC.413,404$14.7M11.11%13F-HRTimeline
First Command Advisory Services, Inc.412,964$14.7M0.14%+49,57313F-HRTimeline
McLean Asset Management Corp402,989$14.3M4.29%-6,94813F-HRTimeline
Navigoe, LLC391,160$13.9M13.55%13F-HRTimeline
Squire Investment Management Company, L…383,080$13.6M5.98%+28,63513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN377,962$13.4M<0.01%-26,59813F-HRTimelineGroup
Quent Capital, LLC375,434$13.3M1.38%+57,81313F-HRTimeline
COWA, LLC371,233$13.2M6.07%-19,16113F-HRTimeline
Peirce Capital Management, LLC368,073$13.1M6.7%-10,50813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC366,519$13M0.06%-5,07413F-HRTimelineGroup
Rather & Kittrell, Inc.362,358$12.9M3.02%+19,32613F-HRTimeline
Disciplined Equity Management, Inc.360,474$12.8M8.29%-3,65213F-HRTimeline
Fortress Wealth Management, Inc.359,539$12.8M6.19%+19,53013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS357,840$12.7M0.04%-3,47113F-HRTimeline
Shearwater Capital LLC356,955$12.7M8.59%+1,95113F-HRTimeline
CLARIS ADVISORS, LLC / MO /348,788$12.4M4.65%+13,46413F-HRTimeline
Ruedi Wealth Management, Inc.347,160$12.3M3.89%+30,34713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.345,791$12.3M0.12%+34,66513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…345,350$12.3M0.03%-22,47713F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.340,864$12.1M2.43%+44,79113F-HRTimeline
Farther Finance Advisors, LLC329,063$11.7M0.42%+4,98813F-HRTimeline
Tillman Hartley LLC327,051$11.6M3.33%+24,90213F-HRTimeline
Apeiron RIA LLC325,885$11.6M3.24%+23,38413F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC315,244$11.4M8.78%+41613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC319,470$11.3M0.02%+65513F-HRTimeline
Meritas Wealth Management, LLC309,282$11M6.6%+22,96213F-HRTimeline
EnRich Financial Partners LLC308,933$11M3.65%+313F-HRTimeline
JDH Wealth Management, LLC308,458$10.9M9.6%13F-HRTimeline
Factor Wealth Management LTD307,854$10.9M3.63%13F-HRTimeline
KM Capital Management Ltd.292,095$10.4M5.36%+26,57413F-HRTimeline
Sterling Financial Planning, Inc.282,218$10M3.68%-6,84013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC277,764$9.86M1.3%-2,75913F-HRTimeline
Lauterbach Financial Advisors, LLC273,779$9.71M5.89%-1,40013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS271,910$9.65M7.94%+28,68213F-HRTimeline
Integrated Wealth Concepts LLC271,687$9.64M0.11%-173,54213F-HRTimeline
CARDIFF PARK ADVISORS, LLC269,484$9.56M0.91%+2,20913F-HRTimeline
Capstone Wealth Management, LLC266,768$9.46M9.25%13F-HRTimeline
Financial Connections Group, Inc.266,727$9.46M4.55%+7,80713F-HRTimeline
DiNuzzo Private Wealth, Inc.260,643$9.25M1.17%-5,30513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP260,548$9.24M0.01%+19,34713F-HRTimelineGroup
Pallas Capital Advisors LLC256,726$9.11M0.39%+4,24713F-HRTimeline
Disciplined Investments, LLC249,830$8.86M4.37%+13,48613F-HRTimeline
Cambridge Investment Research Advisors,…249,071$8.84M0.03%+33,44313F-HRTimeline
Robinswood Financial LLC247,651$8.79M3.32%+6,05413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC248,077$8.68M6.51%+15,55113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…232,257$8.54M0.02%+9,05913F-HRTimelineGroup
MBB PUBLIC MARKETS I LLC240,000$8.52M1.01%-21613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC229,906$8.16M1.73%+56,54113F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC208,744$7.95M5.31%-17713F-HRTimeline
BAKER BOYER NATIONAL BANK223,217$7.92M2.74%-12,68013F-HRTimeline
Mraz, Amerine & Associates, Inc.222,643$7.9M1.41%+32,02013F-HR/ATimeline
GREAT OAK CAPITAL PARTNERS, LLC221,893$7.85M2.62%+103,21913F-HRTimeline
Werba Rubin Papier Wealth Management213,147$7.56M1.78%+1,12113F-HRTimeline
ASPIRIANT, LLC212,506$7.54M0.27%+1,29113F-HRTimeline
Fonville Wealth Management LLC211,804$7.51M2.48%+31,01813F-HRTimeline
Austin Asset Management Co Inc208,768$7.41M1.47%-19,11713F-HRTimeline
Destiny Wealth Partners, LLC207,293$7.35M1.2%+5,92613F-HRTimeline
Cedar Point Capital Partners, LLC206,633$7.33M4.96%+5,17613F-HRTimeline
Lakeshore Financial Planning, Inc.205,429$7.29M3.11%-95,42313F-HRTimeline
N.E.W. Advisory Services LLC204,629$7.26M0.69%-72,83413F-HRTimeline
Perritt Capital Management Inc203,524$7.22M3.75%+9,29613F-HRTimeline
MML INVESTORS SERVICES, LLC201,801$7.16M0.02%+8,48513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP189,853$6.74M0.01%-1,12613F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.189,016$6.71M3.11%+48,72913F-HRTimeline
Altiora Financial Group, LLC188,169$6.68M1.45%013F-HRTimeline
Kondo Wealth Advisors, Inc.183,010$6.49M3.29%13F-HRTimeline
AE Wealth Management LLC182,933$6.49M0.06%+17,81713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC171,490$6.08M0.48%+19,40213F-HRTimeline
Oceanside Advisors LLC170,528$6.05M4.51%+8,66213F-HRTimeline
Lane & Associates LLC160,858$5.98M3.09%-16,18413F-HRTimeline
Waverly Advisors, LLC165,941$5.89M0.09%+3,20313F-HRTimeline
Strategic Investment Solutions, Inc. /IL162,094$5.86M1.96%+5,69013F-HRTimeline
Kings Path Partners LLC163,914$5.82M2.48%+18,25213F-HRTimeline
Tortoise Investment Management, LLC162,918$5.78M0.61%+32,15513F-HR/ATimeline
FinDec Wealth Services, Inc.162,224$5.76M4%-15,57713F-HRTimeline
Financial Futures Ltd Liability Co.161,908$5.74M3.26%-16,76113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH150,462$5.34M1.57%+3,36013F-HRTimeline
Cordant, Inc.150,352$5.33M2.81%-5,53013F-HRTimeline
Aveo Capital Partners, LLC149,342$5.3M0.58%+1,19713F-HRTimeline
REAP Financial Group, LLC148,595$5.27M1.31%+1,64513F-HRTimeline
Timonier Family Office, LTD.146,429$5.2M2.67%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stone Summit Wealth LLC143,249$5.08M1.71%+2,70313F-HRTimeline
Mariner, LLCin group Mariner, LLC142,046$5.04M0.01%+1,42213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY140,554$4.99M<0.01%+80,80313F-HR/ATimelineGroup
ABLE Financial Group, LLC140,167$4.97M1.47%new13F-HRTimeline
Visionary Wealth Advisors140,009$4.97M0.29%+16,90613F-HRTimeline
Larson Financial Group LLC139,729$4.96M0.26%-85513F-HRTimeline
Financial Engines Advisors L.L.C.138,679$4.92M0.01%+66,79713F-HRTimeline
Shotwell Rutter Baer Inc138,491$4.89M4.12%+3,34513F-HRTimeline
VeraBank, N.A.137,042$4.86M1.37%-65,94113F-HRTimeline
Bison Wealth, LLC134,633$4.78M0.58%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP132,502$4.7M0.11%+126,67813F-HRTimeline
1900 WEALTH MANAGEMENT LLC131,013$4.65M0.39%-24,09113F-HRTimeline
Ariadne Wealth Management, LP118,276$4.47M2.05%+25,81513F-HRTimeline
HMV Wealth Advisors, LLC124,445$4.42M4.42%13F-HRTimeline
Valued Retirements, Inc.123,412$4.38M5.9%-6,50213F-HRTimeline
Certified Advisory Corp121,894$4.32M0.47%+6,48013F-HRTimeline
WHITTIER TRUST CO119,178$4.23M0.06%-1,97113F-HRTimeline
Laurel Wealth Planning LLC117,458$4.17M2.69%+3,00713F-HRTimeline
Cambridge Financial Group, LLC117,211$4.16M1.78%+29,65913F-HRTimeline
Steward Partners Investment Advisory, L…117,120$4.16M0.04%+7,87013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC117,112$4.16M2.94%+5,48013F-HRTimeline
Del-Sette Capital Management, LLC114,737$4.07M3.31%-12,50413F-HRTimeline
M Financial Asset Management, Inc.114,509$4.07M19.7%-13,13013F-HRTimeline
LAM GROUP, INC.112,468$3.99M2.85%+14,68513F-HRTimeline
Betterment LLC112,204$3.98M0.01%+5,65013F-HRTimeline
Perigon Wealth Management, LLC109,819$3.96M0.1%+17,96913F-HRTimeline
EQ WEALTH ADVISORS, LLC111,032$3.94M3.79%13F-HRTimeline
Causey Wealth LLC110,430$3.92M2.28%13F-HRTimeline
Glass Jacobson Investment Advisors llc107,364$3.81M1.25%+10613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compass Financial Group, Inc.106,500$3.78M1.81%-1,99313F-HRTimeline
Wealthspire Advisors, LLC105,177$3.73M0.04%+22,31813F-HRTimeline
Carlson Capital Management104,963$3.72M0.16%+12,46813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…103,583$3.68M0.21%-1,63013F-HRTimelineGroup
Blue Oak Capital, LLC102,945$3.65M2.22%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management102,261$3.63M0.11%+2,87513F-HRTimelineGroup
Porter White Investment Advisors, Inc.100,965$3.58M1.82%+40713F-HRTimeline
Breakwater Capital Group100,758$3.57M0.71%+9,39313F-HRTimeline
OMNI 360 Wealth, Inc.100,287$3.56M2.37%+24,22113F-HR/ATimeline
Sterling Wealth Management, Inc.100,163$3.55M1.31%+7,67413F-HRTimeline
Armbruster Capital Management, Inc.100,045$3.55M0.72%+2,97313F-HRTimeline
Tilson Financial Group, Inc.98,957$3.51M1.43%+8,12213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC98,797$3.51M3.43%13F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.97,587$3.46M0.81%+5,84613F-HRTimeline