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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

686 managers (694 13F filers) reported a position in DFIV shares at 2025-06-30, 246,964,005 shares in all. 68 filers opened a position and 18 filers sold out during the quarter.

Managers
686
13F filers
694
New
68
Added
303
Reduced
197
Sold out
18
Shares held by filers
246,964,005

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,627,560$1.05B0.77%+23,241,33013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding21,230,789$909M+1,101,366Timeline
MERCER GLOBAL ADVISORS INC /ADV19,920,696$853M1.92%+820,39713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,249,504$739M-586,540Timeline
Savant Capital, LLCin group Savant Capital, LLC8,506,601$364M2.62%+94,47013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,834,447$336M0.22%+542,60513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,176,183$307M0.04%+260,87013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD6,041,002$259M0.32%+738,76313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,914,126$168M0.22%+289,31313F-HR/ATimelineGroup
EP Wealth Advisors, LLC3,561,564$153M1%+554,38113F-HRTimeline
Creative Planningin group Creative Planning3,497,364$150M0.13%-21,82913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,485,479$149M0.05%+243,93213F-HRTimelineGroup
HighTower Advisors, LLC3,371,018$144M0.18%+30,77413F-HRTimeline
Foster Group, Inc.3,345,974$143M4.91%-63,19613F-HRTimeline
Plancorp, LLC3,209,592$137M4.76%+294,47613F-HRTimeline
Index Fund Advisors, Inc.3,162,788$135M7.61%-29,29313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,097,218$133M+342,864Timeline
Cerity Partners LLCin group Cerity Partners LLC2,766,692$118M0.21%+109,14513F-HRTimelineGroup
Modera Wealth Management, LLC2,517,105$108M1.33%-34,49913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,065,036$89.4M0.15%+69,38613F-HRTimeline
LPL Financial LLC1,876,479$80.4M0.03%+50,26713F-HRTimeline
Team Hewins, LLC1,832,574$78.5M28.3%-19,14813F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,824,444$78.1M1.77%-34,37113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,672,558$72M8.25%-24,53713F-HRTimeline
Cetera Investment Advisers1,670,688$71.6M0.12%+987,53413F-HRTimeline
UBS Group AGin group UBS Group AG1,601,649$68.6M0.01%+18,17513F-HRTimelineGroup
Confluence Wealth Services, Inc.1,584,351$67.9M3.7%+71,66413F-HRTimeline
NorthCoast Asset Management LLC1,522,218$65.2M0.28%+104,50213F-HRTimeline
CHOREO, LLC1,515,519$64.9M0.91%-104,77013F-HRTimeline
TCI Wealth Advisors, Inc.1,495,634$64.1M4.39%+72,65213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,366,009$58.5M0.09%-706,72813F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.1,337,217$57.3M28.92%-12,78113F-HRTimeline
Evanson Asset Management, LLC1,304,154$55.9M3.47%+50,34513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,303,722$55.8M<0.01%+328,05513F-HRTimelineGroup
Apella Capital, LLC1,209,385$51.7M1.4%-20,73413F-HRTimeline
Beaird Harris Wealth Management, LLC1,184,228$50.7M3.92%-5,95313F-HRTimeline
Falcon Wealth Planning1,173,390$50.3M5.08%-27,53813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,164,491$49.9M0.01%-39,68313F-HR/ATimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska1,160,172$49.6M6.71%+51,73313F-HRTimelineGroup
True Link Financial Advisors, LLC1,097,757$47M3.24%+1,41913F-HRTimeline
MASECO LLP1,063,359$45.5M1.73%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP997,424$42.7M0.03%+314,77713F-HRTimelineGroup
Verus Financial Partners, Inc.854,083$37.2M3.79%+21,94213F-HRTimeline
Strategic Financial Services, Inc.857,647$36.7M1.98%+1,20813F-HRTimeline
Total Wealth Planning, LLC852,653$36.5M4.62%+13,63213F-HRTimeline
Planning Center, Inc.838,187$35.9M3.97%-26,64913F-HRTimeline
KEB ASSET MANAGEMENT, LLC827,294$35.4M8.83%+15,81013F-HRTimeline
Premier Financial Group770,167$34.7M9.64%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC741,524$31.8M1.12%+47,28413F-HRTimeline
Willow Creek Wealth Management Inc.737,938$31.6M2.84%-6,47713F-HRTimeline
Wealth Architects, LLC737,195$31.6M3.21%-16,30513F-HRTimeline
McGlone Suttner Wealth Management, Inc.722,051$30.9M4.67%+13,28513F-HRTimeline
Washington Trust Bank703,313$30.1M2.54%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Forvis Mazars Wealth Advisors, LLC702,043$30.1M0.65%-28,49313F-HRTimeline
Pallas Capital Advisors LLC678,763$29.1M1.11%+413,84313F-HRTimeline
SACHEM HILL LLC656,611$28.1M5.74%-109,41413F-HRTimeline
SAX WEALTH ADVISORS, LLC651,838$27.9M1.69%+148,76313F-HRTimeline
Beacon Pointe Advisors, LLC647,336$27.7M0.29%+5,77613F-HRTimeline
Trinity Financial Advisors LLC643,508$27.6M8.44%+8,11713F-HRTimeline
Sequoia Financial Advisors, LLC612,876$26.2M0.18%-23,13613F-HRTimeline
Hill Investment Group Partners, LLC611,184$26.2M3.41%-33,49113F-HRTimeline
Root Financial Partners, LLC592,957$25.4M2.45%-65,25313F-HRTimeline
Efficient Frontier Advisors LLC577,942$24.8M15.71%-10,45913F-HRTimeline
EARNED WEALTH ADVISORS, LLC563,749$24.1M4.73%-2,14313F-HRTimeline
Mariner, LLCin group Mariner, LLC541,606$23.2M0.03%+135,24113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN540,256$23.1M0.01%+117,45113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP524,098$22.4M0.03%+295,78613F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC512,976$22M3.98%+39,29813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO509,202$21.8M<0.01%-8,26213F-HRTimelineGroup
Allworth Financial LP499,388$21.4M0.1%-7,46913F-HRTimeline
McMill Wealth Management491,759$21M6.97%-6,52913F-HRTimeline
Parkwoods Wealth Partners, LLC487,420$20.9M12.04%+19,92613F-HRTimeline
Acropolis Investment Management, LLC487,005$20.9M1.15%+13,70913F-HRTimeline
First Command Advisory Services, Inc.472,500$20.2M0.17%+14,78413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC459,857$19.7M9%-6,65413F-HRTimeline
CFS Investment Advisory Services, LLC458,932$19.7M1.61%-7,10413F-HRTimeline
Quent Capital, LLC455,919$19.5M1.88%+46,29113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.450,209$19.3M0.16%+32,56713F-HRTimelineGroup
Prism Advisors, Inc.440,645$18.9M5.37%-86,30713F-HRTimeline
PBMares Wealth Management LLC439,880$18.8M3.45%+3,28013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC437,150$18.7M8.4%-3,03113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC431,113$18.5M0.02%-770,20413F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.426,593$18.3M3.13%+42,45813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV426,159$18.3M3.97%+231,79513F-HRTimeline
PINNEY & SCOFIELD, INC.425,181$18.2M12.33%+3313F-HRTimeline
Wescott Financial Advisory Group, LLC424,837$18.2M1.74%+73913F-HRTimeline
COWA, LLC416,369$17.8M6.79%+89,32613F-HRTimeline
MASON STREET ADVISORS, LLC414,700$17.8M2.08%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…414,685$17.8M2.9%-13,02313F-HRTimeline
Disciplined Equity Management, Inc.403,820$17.3M10.15%+39,88613F-HRTimeline
McLean Asset Management Corp397,357$17.2M4.51%-2,48313F-HRTimeline
Squire Investment Management Company, L…397,609$17M6.28%+13,21513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP393,136$16.8M0.26%-9,26413F-HRTimelineGroup
Navigoe, LLC390,936$16.7M12.64%+32613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.387,258$16.6M4.73%-42,24213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…378,536$16.2M0.04%+14,98313F-HR/ATimelineGroup
CLARIS ADVISORS, LLC / MO /376,361$16.1M5.61%+1,52913F-HRTimeline
LRI Investments, LLC367,859$15.8M1.34%+4,33813F-HRTimeline
Peirce Capital Management, LLC356,379$15.3M6.77%-8,33513F-HRTimeline
Factor Wealth Management LTD354,668$15.2M4.16%+30,98113F-HRTimeline
Shearwater Capital LLC353,453$15.1M9.52%-2,50213F-HRTimeline
Rather & Kittrell, Inc.351,843$15.1M2.98%-8,66713F-HRTimeline
TruWealth Advisors, LLC342,363$14.7M0.81%new13F-HRTimeline
Fortress Wealth Management, Inc.341,349$14.6M7.05%+12,59513F-HRTimeline
Invst, LLC339,818$14.6M1.81%-113,42913F-HRTimeline
Apeiron RIA LLC337,767$14.5M3.72%+7,77513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS336,933$14.4M0.03%-2,86413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS330,962$14.2M9.71%+44,69813F-HRTimeline
Meritas Wealth Management, LLC329,130$14.1M7.75%-1,26313F-HRTimeline
EnRich Financial Partners LLC324,603$13.9M4.27%+19,26213F-HRTimeline
Sterling Financial Planning, Inc.321,412$13.8M4.6%+5,91913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC318,968$13.7M0.02%-12,14113F-HRTimeline
Farther Finance Advisors, LLC315,787$13.5M0.27%-27113F-HRTimeline
JDH Wealth Management, LLC307,839$13.2M10.1%-62513F-HRTimeline
MML INVESTORS SERVICES, LLC306,037$13.1M0.04%+31,52013F-HRTimeline
Ruedi Wealth Management, Inc.304,950$13.1M3.87%-51,83013F-HRTimeline
KM Capital Management Ltd.304,034$13M6.43%-5,38113F-HRTimeline
Disciplined Investments, LLC302,493$13M5.48%+18,83013F-HRTimeline
Financial Connections Group, Inc.301,334$12.9M5.32%+4,76413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.290,760$12.5M0.02%+99,15113F-HR/ATimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC285,492$12.3M3.53%+63,59913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC286,544$12.3M0.05%-12,96513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC283,811$12.2M0.41%+117,30813F-HRTimelineGroup
Integrated Wealth Concepts LLC276,345$11.8M0.12%+5,25813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP272,272$11.7M0.16%+179,36713F-HRTimeline
Lauterbach Financial Advisors, LLC271,319$11.6M6.39%+1,07313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP270,159$11.6M0.01%+5,81313F-HRTimelineGroup
Capstone Wealth Management, LLC262,421$11.2M9.85%-2,24113F-HRTimeline
CARDIFF PARK ADVISORS, LLC260,585$11.2M0.96%+1,06313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC254,770$10.9M1.35%-1,26813F-HRTimeline
DiNuzzo Private Wealth, Inc.250,662$10.7M1.27%-7,13213F-HRTimeline
Fonville Wealth Management LLC249,588$10.7M2.71%+21,80613F-HRTimeline
Tillman Hartley LLC248,013$10.6M3%-61,43313F-HRTimeline
Cambridge Investment Research Advisors,…246,620$10.6M0.03%+31,40313F-HRTimeline
Robinswood Financial LLC243,756$10.4M3.69%-10,78313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC243,466$10.4M1.88%+2,16013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC242,482$10.4M9.66%-20,06813F-HRTimeline
Compound Planning, Inc.236,759$10.1M0.38%-31,15313F-HRTimeline
Mraz, Amerine & Associates, Inc.236,075$10.1M1.62%+10,66013F-HRTimeline
B&D White Capital Company, LLC229,597$9.83M1.5%-40,11613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC223,432$9.57M6.81%-24,62213F-HRTimeline
Austin Asset Management Co Inc218,028$9.34M1.82%+5,13213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.216,856$9.29M3.64%+16,54713F-HRTimeline
BAKER BOYER NATIONAL BANK216,438$9.27M3.2%-4,28513F-HRTimeline
Werba Rubin Papier Wealth Management215,638$9.24M1.74%+3,25213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC213,438$9.14M5.94%+26213F-HRTimeline
AE Wealth Management LLC208,944$8.95M0.07%+17,34913F-HRTimeline
Perritt Capital Management Inc204,660$8.77M4.53%+6,13113F-HR/ATimeline
ASPIRIANT, LLC204,352$8.75M0.28%-4,69513F-HRTimeline
Caliber Wealth Management, LLC / KS203,429$8.71M0.94%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.198,325$8.49M0.01%+72,76713F-HRTimelineGroup
Embree Financial Group192,244$8.23M1.24%+149,56213F-HRTimeline
Altiora Financial Group, LLC186,434$7.98M1.56%-1,43513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC185,977$7.97M0.58%+10,83413F-HRTimeline
Financial Futures Ltd Liability Co.185,442$7.94M4.26%+21,99913F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC185,115$7.93M5.32%+37,56913F-HRTimeline
OLD MISSION CAPITAL LLC185,083$7.93M0.21%-41,66913F-HRTimeline
VeraBank, N.A.184,612$7.91M1.59%+21,12013F-HRTimeline
Destiny Wealth Partners, LLC181,981$7.79M1.05%-3,70913F-HRTimeline
EQ WEALTH ADVISORS, LLC180,594$7.73M5.27%+33,62113F-HRTimeline
ABLE Financial Group, LLC179,164$7.67M1.85%+19,66713F-HRTimeline
Tortoise Investment Management, LLC178,157$7.63M0.73%+4,15513F-HRTimeline
Kondo Wealth Advisors, Inc.176,679$7.58M3.35%-4,24213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY175,857$7.53M<0.01%+29,68813F-HRTimelineGroup
Cedar Point Capital Partners, LLC174,609$7.48M5.27%-32,19613F-HRTimeline
Oceanside Advisors LLC174,447$7.47M5%-1,71813F-HRTimeline
Stone Summit Wealth LLC168,791$7.23M2.24%+7,82913F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH165,649$7.09M1.99%+7,74613F-HRTimeline
MATHER GROUP, LLC.163,359$7M0.07%-57613F-HRTimeline
Cordant, Inc.162,480$6.96M3.36%+19,66413F-HRTimeline
Kings Path Partners LLC161,903$6.93M2.79%-4,67013F-HRTimeline
LANDAAS & CO /WI /ADV159,845$6.85M1.64%new13F-HRTimeline
Waverly Advisors, LLC155,726$6.67M0.07%-8,54813F-HRTimeline
REAP Financial Group, LLC155,535$6.66M1.56%-4,14313F-HRTimeline
Visionary Wealth Advisors153,746$6.58M0.34%+8,42113F-HRTimeline
Family Legacy, Inc.152,783$6.54M2.13%+2,23313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC149,088$6.39M0.01%+39,86913F-HRTimelineGroup
Bison Wealth, LLC145,403$6.23M0.49%+1,56113F-HRTimeline
N.E.W. Advisory Services LLC145,243$6.22M0.6%-22,58213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP141,437$6.06M0.13%+4,84713F-HRTimeline
Shotwell Rutter Baer Inc139,062$6.02M4.09%+20013F-HRTimeline
MBB PUBLIC MARKETS I LLC140,000$6M0.69%-100,00013F-HRTimeline
Timonier Family Office, LTD.138,723$5.94M2.22%-4,45813F-HRTimeline
Certified Advisory Corp137,187$5.88M0.61%+12,00713F-HRTimeline
Larson Financial Group LLC135,028$5.78M0.23%-1,96513F-HRTimeline
HMV Wealth Advisors, LLC133,683$5.73M3.75%+4,56513F-HRTimeline
Steward Partners Investment Advisory, L…133,204$5.71M0.04%+7,59113F-HRTimeline
Trademark Financial Management, LLC131,151$5.62M3.43%+76,96513F-HRTimeline
Mattern Wealth Management LLC130,408$5.59M1.16%+41,05713F-HRTimeline
Perigon Wealth Management, LLC127,480$5.46M0.13%+6,85513F-HRTimeline
1900 WEALTH MANAGEMENT LLC126,334$5.41M0.41%-2,07213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC122,654$5.25M3.38%+1,85013F-HRTimeline
Breakwater Capital Group119,753$5.13M0.84%-2,74813F-HRTimeline
Kingsview Wealth Management, LLC119,404$5.11M0.09%new13F-HRTimeline
WHITTIER TRUST CO119,178$5.1M0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,048$5.06M0.23%+14,48513F-HRTimelineGroup
Laurel Wealth Planning LLC117,308$5.02M2.86%-2,42913F-HRTimeline
Causey Wealth LLC115,137$4.93M2.53%+6,88313F-HRTimeline
Valued Retirements, Inc.112,558$4.82M5.44%-6,51813F-HRTimeline
Glass Jacobson Investment Advisors llc110,292$4.72M1.82%+2,92813F-HRTimeline