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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

639 managers (645 13F filers) reported a position in DFIV shares at 2025-03-31, 212,408,531 shares in all. 69 filers opened a position and 18 filers sold out during the quarter.

Managers
639
13F filers
645
New
69
Added
271
Reduced
195
Sold out
18
Shares held by filers
212,408,531

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,129,423$792M-434,727Timeline
MERCER GLOBAL ADVISORS INC /ADV19,100,299$752M1.72%+1,308,75713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,836,044$702M+855,459Timeline
Savant Capital, LLCin group Savant Capital, LLC8,412,131$331M2.8%+131,97013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,291,842$287M0.15%+271,89313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,915,313$272M0.04%+200,92013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD5,302,239$209M0.26%-349,86913F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,624,813$143M0.23%+617,16213F-HRTimelineGroup
Creative Planningin group Creative Planning3,519,193$139M0.13%-29,02513F-HRTimelineGroup
Foster Group, Inc.3,409,170$134M5.02%-110,17613F-HRTimeline
HighTower Advisors, LLC3,340,244$131M0.18%-53,50013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,241,547$128M0.05%+449,14213F-HRTimelineGroup
Index Fund Advisors, Inc.3,192,081$126M7.77%-426,29413F-HRTimeline
EP Wealth Advisors, LLC3,007,183$118M0.95%+341,92613F-HRTimeline
Plancorp, LLC2,915,116$115M4.55%+192,04513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,754,354$108M+904,539Timeline
Cerity Partners LLCin group Cerity Partners LLC2,657,547$105M0.21%+93,62013F-HRTimelineGroup
Modera Wealth Management, LLC2,551,604$100M1.36%-39,89113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,072,737$81.6M0.15%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,995,650$78.5M0.15%+10,68613F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,858,815$73.2M1.89%+19,54813F-HRTimeline
Team Hewins, LLC1,851,722$72.9M28.32%+15,92213F-HR/ATimeline
LPL Financial LLC1,826,212$71.9M0.03%+178,60913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,697,095$65.6M8.7%-30,80713F-HRTimeline
CHOREO, LLC1,620,289$63.8M0.99%-220,75013F-HRTimeline
UBS Group AGin group UBS Group AG1,583,474$62.3M0.01%+471,42013F-HRTimelineGroup
Confluence Wealth Services, Inc.1,512,687$59.5M3.75%+71,10113F-HRTimeline
TCI Wealth Advisors, Inc.1,422,982$56M4.48%+50,85513F-HRTimeline
NorthCoast Asset Management LLC1,417,716$55.8M0.28%+41,29913F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,386,230$54.6M0.04%+288,92513F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.1,349,998$53.1M28.72%-37,84613F-HRTimeline
Evanson Asset Management, LLC1,253,809$49.3M3.5%-24,32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,204,174$47.4M0.01%+210,01513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,201,317$47.3M0.05%new13F-HRTimelineGroup
Falcon Wealth Planning1,200,928$47.3M5.25%+38,32713F-HRTimeline
Beaird Harris Wealth Management, LLC1,190,181$46.8M3.98%+15,41513F-HRTimeline
Apella Capital, LLC1,230,119$45.7M1.57%-29,18213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,108,439$43.6M6.64%-75,29413F-HRTimelineGroup
True Link Financial Advisors, LLC1,096,338$43.2M3.22%+31,00613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/975,667$38.4M<0.01%+440,45213F-HRTimelineGroup
Planning Center, Inc.864,836$34M4.03%-22,99313F-HRTimeline
Strategic Financial Services, Inc.856,439$33.7M1.97%+9,33413F-HRTimeline
Total Wealth Planning, LLC839,021$33M5.05%+34,12813F-HRTimeline
KEB ASSET MANAGEMENT, LLC811,484$31.9M9.09%+14,90913F-HRTimeline
Verus Financial Partners, Inc.832,141$31.8M3.63%+20,84513F-HRTimeline
SACHEM HILL LLC766,025$30.2M5.92%-10,13113F-HRTimeline
Wealth Architects, LLC753,500$29.7M3.27%+12,26413F-HR/ATimeline
Willow Creek Wealth Management Inc.744,415$29.3M2.85%-2,11513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC730,536$28.8M0.69%-87,76813F-HRTimeline
McGlone Suttner Wealth Management, Inc.708,766$27.9M4.58%+6,41113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC694,240$27.3M1.01%+44,46013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP682,647$27.1M0.02%+260,95913F-HR/ATimelineGroup
Cetera Investment Advisers683,154$26.9M0.05%+45,72013F-HRTimeline
Root Financial Partners, LLC658,210$25.9M2.76%+43,30013F-HRTimeline
Hill Investment Group Partners, LLC644,675$25.4M3.48%-14,35413F-HRTimeline
Beacon Pointe Advisors, LLC641,560$25.3M0.28%-84,83613F-HRTimeline
Sequoia Financial Advisors, LLC636,012$25M0.19%+81,05513F-HRTimeline
Trinity Financial Advisors LLC635,391$24.4M8.8%+34,83613F-HR/ATimeline
Efficient Frontier Advisors LLC588,401$23.2M15.07%-1,38613F-HRTimeline
EARNED WEALTH ADVISORS, LLC565,892$22.3M4.89%+1,99113F-HRTimeline
Prism Advisors, Inc.526,952$20.7M6.38%-11,57213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO517,464$20.4M<0.01%+47,30313F-HRTimelineGroup
Allworth Financial LP506,857$20.1M0.11%+2,34213F-HRTimeline
SAX WEALTH ADVISORS, LLC503,075$19.8M1.42%+63,38713F-HRTimeline
McMill Wealth Management498,288$19.6M7.07%+47,08513F-HRTimeline
Acropolis Investment Management, LLC473,296$18.6M1.11%-2,58113F-HRTimeline
Parkwoods Wealth Partners, LLC467,494$18.4M12.43%+50,13413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC466,511$18.4M9.15%+3,14813F-HRTimeline
CFS Investment Advisory Services, LLC466,036$18.3M1.63%-17,13713F-HRTimeline
First Command Advisory Services, Inc.457,716$18M0.17%+44,75213F-HRTimeline
Invst, LLC453,247$17.8M2.44%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC440,181$17.3M8.81%+11,82013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC473,678$17.2M3.75%+28,61313F-HRTimeline
PBMares Wealth Management LLC436,600$17.2M3.44%-12,19513F-HRTimeline
ShankerValleau Wealth Advisors, Inc.429,500$16.9M5.49%-31,21513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…427,708$16.8M2.86%-29,16213F-HRTimeline
PINNEY & SCOFIELD, INC.425,148$16.7M12.11%+11,74413F-HRTimeline
Wescott Financial Advisory Group, LLC424,098$16.7M1.73%+6,36213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN422,805$16.6M<0.01%+44,84313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.417,642$16.4M0.16%+71,85113F-HRTimelineGroup
Quent Capital, LLC409,628$16.1M1.69%+34,19413F-HRTimeline
Mariner, LLCin group Mariner, LLC406,365$16M0.03%+264,31913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP402,400$15.8M0.26%-76,29013F-HRTimelineGroup
Navigoe, LLC390,610$15.4M13.31%-55013F-HRTimeline
Squire Investment Management Company, L…384,394$15.1M6.31%+1,31413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.384,135$15.1M2.94%+43,27113F-HRTimeline
CLARIS ADVISORS, LLC / MO /374,832$14.8M5.5%+26,04413F-HRTimeline
Peirce Capital Management, LLC364,714$14.4M7.1%-3,35913F-HRTimeline
Disciplined Equity Management, Inc.363,934$14.3M9.96%+3,46013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…363,553$14.3M0.04%+18,20313F-HRTimelineGroup
LRI Investments, LLC363,521$14.3M1.38%+338,13513F-HRTimeline
Rather & Kittrell, Inc.360,510$14.2M3.08%-1,84813F-HRTimeline
Ruedi Wealth Management, Inc.356,780$14M4.39%+9,62013F-HRTimeline
Shearwater Capital LLC355,955$14M9.84%-1,00013F-HR/ATimeline
McLean Asset Management Corp399,840$13.9M4.58%-3,14913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS339,797$13.4M0.03%-18,04313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC331,109$13M0.02%+11,63913F-HRTimeline
Meritas Wealth Management, LLC330,393$13M7.63%+21,11113F-HRTimeline
Apeiron RIA LLC329,992$13M3.93%+4,10713F-HRTimeline
Fortress Wealth Management, Inc.328,754$12.9M6.72%-30,78513F-HRTimeline
COWA, LLC327,043$12.8M5.48%-44,19013F-HRTimeline
Factor Wealth Management LTD323,687$12.7M3.91%+15,83313F-HRTimeline
Farther Finance Advisors, LLC316,058$12.4M0.32%-13,00513F-HRTimeline
Sterling Financial Planning, Inc.315,493$12.4M4.5%+33,27513F-HRTimeline
Tillman Hartley LLC309,446$12.2M3.54%-17,60513F-HRTimeline
KM Capital Management Ltd.309,415$12.2M6.56%+17,32013F-HRTimeline
JDH Wealth Management, LLC308,464$12.1M10.42%+613F-HRTimeline
EnRich Financial Partners LLC305,341$12M4.04%-3,59213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC299,509$11.8M0.05%-67,01013F-HRTimelineGroup
Financial Connections Group, Inc.296,570$11.7M5.24%+29,84313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS286,264$11.3M8.91%+14,35413F-HRTimeline
Disciplined Investments, LLC283,663$11.2M5.13%+33,83313F-HRTimeline
MML INVESTORS SERVICES, LLC274,517$10.8M0.04%+72,71613F-HRTimeline
Integrated Wealth Concepts LLC271,087$10.7M0.12%-60013F-HRTimeline
Lauterbach Financial Advisors, LLC270,246$10.6M6.63%-3,53313F-HRTimeline
B&D White Capital Company, LLC269,713$10.6M1.56%new13F-HRTimeline
Compound Planning, Inc.267,912$10.5M0.48%new13F-HRTimeline
Pallas Capital Advisors LLC264,920$10.4M0.43%+8,19413F-HRTimeline
Capstone Wealth Management, LLC264,662$10.4M10.38%-2,10613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP264,346$10.4M0.01%+3,79813F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC262,550$10.3M9.46%-52,69413F-HRTimeline
CARDIFF PARK ADVISORS, LLC259,522$10.2M0.99%-9,96213F-HRTimeline
DiNuzzo Private Wealth, Inc.257,794$10.1M1.28%-2,84913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC256,038$10.1M1.37%-21,72613F-HRTimeline
Robinswood Financial LLC254,539$10M3.7%+6,88813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC248,054$9.76M6.92%-2313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC241,306$9.5M1.89%+11,40013F-HRTimeline
MBB PUBLIC MARKETS I LLC240,000$9.45M1.09%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP228,312$8.99M0.01%+38,45913F-HRTimelineGroup
Fonville Wealth Management LLC227,782$8.97M2.64%+15,97813F-HRTimeline
Mraz, Amerine & Associates, Inc.225,415$8.94M1.54%+2,77213F-HR/ATimeline
OLD MISSION CAPITAL LLC226,752$8.92M0.17%new13F-HRTimeline
BAKER BOYER NATIONAL BANK220,723$8.69M3.2%-2,49413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…232,257$8.54M0.02%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…215,217$8.47M0.03%-33,85413F-HRTimeline
Austin Asset Management Co Inc212,896$8.38M1.75%+4,12813F-HRTimeline
Werba Rubin Papier Wealth Management212,386$8.36M1.82%-76113F-HRTimeline
ASPIRIANT, LLC209,047$8.23M0.29%-3,45913F-HRTimeline
Cedar Point Capital Partners, LLC206,805$8.14M5.46%+17213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.200,309$7.88M3.48%+11,29313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC221,893$7.85M2.62%013F-HRTimeline
Perritt Capital Management Inc198,529$7.81M4.31%-4,99513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV194,364$7.65M2.05%+126,86413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC213,176$7.56M5.08%+4,43213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.191,609$7.54M0.02%+125,45113F-HRTimelineGroup
AE Wealth Management LLC191,595$7.54M0.06%+8,66213F-HRTimeline
Altiora Financial Group, LLC187,869$7.39M1.57%-30013F-HRTimeline
Destiny Wealth Partners, LLC185,690$7.31M1.16%-21,60313F-HRTimeline
Kondo Wealth Advisors, Inc.180,921$7.12M3.51%-2,08913F-HRTimeline
Oceanside Advisors LLC176,165$6.93M5.02%+5,63713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC175,143$6.89M0.53%+3,65313F-HRTimeline
Tortoise Investment Management, LLC174,002$6.85M0.71%+11,08413F-HR/ATimeline
Aveo Capital Partners, LLC164,140$6.64M1.1%+14,79813F-HRTimeline
N.E.W. Advisory Services LLC167,825$6.61M0.51%-36,80413F-HRTimeline
Kings Path Partners LLC166,573$6.56M3.21%+2,65913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC166,503$6.55M0.24%+111,57613F-HRTimelineGroup
Waverly Advisors, LLC164,274$6.47M0.08%-1,66713F-HRTimeline
MATHER GROUP, LLC.163,935$6.45M0.07%+104,90513F-HRTimeline
VeraBank, N.A.163,492$6.44M1.8%+26,45013F-HRTimeline
Financial Futures Ltd Liability Co.163,443$6.43M3.65%+1,53513F-HRTimeline
Stone Summit Wealth LLC160,962$6.34M2.15%+17,71313F-HRTimeline
REAP Financial Group, LLC159,678$6.28M1.56%+11,08313F-HRTimeline
ABLE Financial Group, LLC159,497$6.28M1.76%+19,33013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH157,903$6.22M1.88%+7,44113F-HRTimeline
Strategic Investment Solutions, Inc. /IL156,436$6.16M1.79%-5,65813F-HRTimeline
Lane & Associates LLC153,257$6.03M3.25%-7,60113F-HRTimeline
Family Legacy, Inc.150,550$5.93M2.03%+87,57113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC147,546$5.81M4.28%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC146,973$5.78M4.61%+35,94113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY146,169$5.75M<0.01%+5,61513F-HRTimelineGroup
Visionary Wealth Advisors145,325$5.72M0.34%+5,31613F-HRTimeline
Bison Wealth, LLC143,842$5.66M0.53%+9,20913F-HRTimeline
Timonier Family Office, LTD.143,181$5.64M2.49%-3,24813F-HRTimeline
Cordant, Inc.142,816$5.62M2.93%-7,53613F-HRTimeline
Larson Financial Group LLC136,993$5.39M0.26%-2,73613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP136,590$5.38M0.13%+4,08813F-HRTimeline
HMV Wealth Advisors, LLC129,118$5.08M4.03%+4,67313F-HRTimeline
1900 WEALTH MANAGEMENT LLC128,406$5.05M0.42%-2,60713F-HRTimeline
Shotwell Rutter Baer Inc138,862$4.96M4.37%+37113F-HRTimeline
Steward Partners Investment Advisory, L…125,613$4.94M0.04%+8,49313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.125,558$4.94M0.01%+93,90713F-HRTimelineGroup
Certified Advisory Corp125,180$4.93M0.56%+3,28613F-HRTimeline
Breakwater Capital Group122,501$4.82M0.86%+21,74313F-HRTimeline
Ariadne Wealth Management, LP118,234$4.82M2.52%-4213F-HRTimeline
Blue Oak Capital, LLC122,001$4.8M2.65%+19,05613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC120,804$4.75M3.4%+3,69213F-HRTimeline
Perigon Wealth Management, LLC120,625$4.75M0.12%+10,80613F-HRTimeline
Laurel Wealth Planning LLC119,737$4.71M3.13%+2,27913F-HRTimeline
WHITTIER TRUST CO119,178$4.69M0.07%013F-HRTimeline
Valued Retirements, Inc.119,076$4.69M6.16%-4,33613F-HRTimeline
Tradewinds, LLC.117,456$4.62M1.3%new13F-HRTimeline
Del-Sette Capital Management, LLC114,391$4.5M3.54%-34613F-HRTimeline
Financial Engines Advisors L.L.C.112,443$4.43M0.01%-26,23613F-HRTimeline
Porter White Investment Advisors, Inc.110,681$4.36M2.16%+9,71613F-HRTimeline
Whalen Wealth Management Inc.110,675$4.36M2.91%new13F-HRTimeline
LAM GROUP, INC.110,493$4.35M3.2%-1,97513F-HRTimeline
Cambridge Financial Group, LLC109,380$4.32M1.83%-7,83113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC109,219$4.3M<0.01%+22,77213F-HRTimelineGroup
Causey Wealth LLC108,254$4.26M2.38%-2,17613F-HRTimeline
Compass Financial Group, Inc.107,487$4.23M2.17%+98713F-HRTimeline