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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

715 managers (723 13F filers) reported a position in DFIV shares at 2025-09-30, 238,916,146 shares in all. 63 filers opened a position and 21 filers sold out during the quarter.

Managers
715
13F filers
723
New
63
Added
338
Reduced
197
Sold out
21
Shares held by filers
238,916,146

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…26,884,410$1.24B0.83%+2,256,85013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV20,947,294$966M1.61%+1,026,59813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,065,659$788M-183,845Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,843,342$638M0.39%+6,008,89513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC8,555,677$395M2.39%+49,07613F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,124,327$329M0.04%-51,85613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,652,295$215M-16,578,494Timeline
Index Fund Advisors, Inc.3,628,776$167M8.12%+465,98813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,594,440$166M0.05%+108,96113F-HRTimelineGroup
Creative Planningin group Creative Planning3,425,004$158M0.12%-72,36013F-HRTimelineGroup
HighTower Advisors, LLC3,408,794$157M0.18%+37,77613F-HRTimeline
Plancorp, LLC3,371,706$156M4.88%+162,11413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,364,366$155M+267,148Timeline
Foster Group, Inc.3,243,570$150M4.7%-102,40413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,028,978$140M0.22%-885,14813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,953,818$136M0.22%+187,12613F-HRTimelineGroup
Modera Wealth Management, LLC2,486,895$115M1.33%-30,21013F-HRTimeline
Farther Finance Advisors, LLC2,220,435$102M1.55%+1,904,64813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,093,013$96.8M0.15%+27,97713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,019,382$93.1M0.01%+715,66013F-HR/ATimelineGroup
LPL Financial LLC2,010,025$92.7M0.03%+133,54613F-HRTimeline
Cetera Investment Advisers1,904,420$87.8M0.1%+233,73213F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,834,355$84.6M1.7%+9,91113F-HRTimeline
Team Hewins, LLC1,787,365$82.4M27.84%-45,20913F-HRTimeline
UBS Group AGin group UBS Group AG1,748,220$80.6M0.02%+146,57113F-HRTimelineGroup
Confluence Wealth Services, Inc.1,661,541$76.6M3.78%+77,19013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,639,299$76M7.71%-33,25913F-HRTimeline
TCI Wealth Advisors, Inc.1,565,367$72.2M4.31%+69,73313F-HRTimeline
NorthCoast Asset Management LLC1,542,252$71.1M0.28%+20,03413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,369,821$63.2M0.04%+372,39713F-HRTimelineGroup
Evanson Asset Management, LLC1,356,519$62.6M3.53%+52,36513F-HRTimeline
CHOREO, LLC1,329,809$61.3M0.8%-185,71013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.1,323,891$61.1M27.81%-13,32613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,263,013$58.2M0.01%+98,52213F-HRTimelineGroup
Falcon Wealth Planning1,231,501$56.8M5.11%+58,11113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,206,881$55.7M6.63%+46,70913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,185,998$54.7M3.88%+1,77013F-HRTimeline
Apella Capital, LLC1,167,192$53.6M1.19%-42,19313F-HRTimeline
True Link Financial Advisors, LLC1,125,835$51.9M3.34%+28,07813F-HRTimeline
Washington Trust Bank1,105,712$51M3.74%+402,39913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MASECO LLP1,045,952$48.2M2.34%-17,40713F-HRTimeline
Total Wealth Planning, LLC881,021$40.6M4.7%+28,36813F-HRTimeline
Strategic Financial Services, Inc.851,030$39.2M1.97%-6,61713F-HRTimeline
Verus Financial Partners, Inc.844,896$39M3.75%-9,18713F-HRTimeline
KEB ASSET MANAGEMENT, LLC835,489$38.5M8.64%+8,19513F-HRTimeline
Planning Center, Inc.820,714$37.9M3.97%-17,47313F-HRTimeline
SAX WEALTH ADVISORS, LLC810,142$37.4M2.01%+158,30413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC797,317$36.8M1.2%+55,79313F-HRTimeline
Root Financial Partners, LLC780,394$36M2.22%+187,43713F-HRTimeline
Premier Financial Group765,491$35.2M9.41%-4,67613F-HRTimeline
Mariner, LLCin group Mariner, LLC755,962$34.9M0.05%+214,35613F-HRTimelineGroup
Beacon Pointe Advisors, LLC746,115$34.4M0.29%+98,77913F-HRTimeline
Wealth Architects, LLC734,705$33.9M3.2%-2,49013F-HRTimeline
Willow Creek Wealth Management Inc.732,358$33.8M2.78%-5,58013F-HRTimeline
McGlone Suttner Wealth Management, Inc.724,496$33.4M4.68%+2,44513F-HRTimeline
Pallas Capital Advisors LLC708,314$32.7M1.2%+29,55113F-HRTimeline
Sequoia Financial Advisors, LLC698,174$32.2M0.2%+85,29813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC694,924$32M0.64%-7,11913F-HRTimeline
Parkwoods Wealth Partners, LLC652,587$30.1M10.27%+165,16713F-HRTimeline
Trinity Financial Advisors LLC652,048$30.1M8.68%+8,54013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN627,815$29M0.01%+87,55913F-HRTimelineGroup
SACHEM HILL LLC612,867$28.3M5.65%-43,74413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV607,571$28M5.14%+181,41213F-HRTimeline
Hill Investment Group Partners, LLC602,784$27.8M3.39%-8,40013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP582,345$26.9M0.04%+58,24713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC544,306$25.1M3.97%+31,33013F-HRTimeline
EARNED WEALTH ADVISORS, LLC543,967$25.1M4.13%-19,78213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO531,884$24.5M<0.01%+22,68213F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.526,329$24.3M0.18%+76,12013F-HRTimelineGroup
Allworth Financial LP512,732$23.6M0.1%+13,34413F-HRTimeline
Quent Capital, LLC502,421$23.2M1.94%+46,50213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC500,006$23.1M0.03%-866,00313F-HRTimelineGroup
Ocean Park Asset Management, LLC495,900$22.9M0.94%new13F-HRTimeline
McMill Wealth Management490,863$22.6M6.45%-89613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…477,595$22M0.04%+99,05913F-HRTimelineGroup
Acropolis Investment Management, LLC513,890$22M1.12%+26,88513F-HRTimeline
First Command Advisory Services, Inc.474,162$21.9M0.16%+1,66213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.470,709$21.7M3.3%+44,11613F-HRTimeline
SEVEN MILE ADVISORY463,634$21.4M3.45%new13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC451,674$20.8M8.93%-8,18313F-HRTimeline
Hudock, Inc.450,062$20.8M3.15%new13F-HRTimeline
COWA, LLC447,514$20.6M6.85%+31,14513F-HRTimeline
PBMares Wealth Management LLC444,454$20.5M3.32%+4,57413F-HRTimeline
MASON STREET ADVISORS, LLC443,115$20.4M2.12%+28,41513F-HRTimeline
CFS Investment Advisory Services, LLC434,462$20.2M1.5%-24,47013F-HRTimeline
Prism Advisors, Inc.435,091$20.1M5.42%-5,55413F-HRTimeline
PINNEY & SCOFIELD, INC.430,483$19.9M12.33%+5,30213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC424,767$19.6M8.26%-12,38313F-HRTimeline
Wescott Financial Advisory Group, LLC421,688$19.4M1.74%-3,14913F-HRTimeline
Squire Investment Management Company, L…409,019$18.9M6.14%+11,41013F-HRTimeline
Disciplined Equity Management, Inc.407,244$18.8M10.22%+3,42413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…401,280$18.5M2.94%-13,40513F-HRTimeline
Navigoe, LLC393,209$18.1M11.58%+2,27313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP387,996$17.9M0.24%-5,14013F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.387,794$17.9M4.59%+53613F-HRTimeline
McLean Asset Management Corp370,519$17.3M3.55%-26,83813F-HRTimeline
LRI Investments, LLC371,527$17.1M1.4%+3,66813F-HRTimeline
Factor Wealth Management LTD365,708$16.9M4.22%+11,04013F-HRTimeline
MML INVESTORS SERVICES, LLC364,118$16.8M0.04%+58,08113F-HRTimeline
Fortress Wealth Management, Inc.361,963$16.7M7.42%+20,61413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.359,967$16.5M0.02%+69,20713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC352,884$16.3M0.13%+308,71113F-HRTimeline
TruWealth Advisors, LLC352,324$16.2M0.82%+9,96113F-HRTimeline
CLARIS ADVISORS, LLC / MO /376,361$16.1M5.6%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS347,881$16M9.3%+16,91913F-HRTimeline
Rather & Kittrell, Inc.345,503$15.9M2.79%-6,34013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC344,621$15.9M0.46%+60,81013F-HRTimelineGroup
Shearwater Capital LLC344,170$15.9M9.42%-9,28313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC343,820$15.9M0.02%+24,85213F-HRTimeline
Peirce Capital Management, LLC343,298$15.8M6.58%-13,08113F-HRTimeline
LANDAAS & CO /WI /ADV342,551$15.8M3.59%+182,70613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS337,542$15.6M0.03%+60913F-HRTimeline
Invst, LLC334,458$15.4M1.75%-5,36013F-HRTimeline
Apeiron RIA LLC336,537$15.3M3.44%-1,23013F-HRTimeline
Meritas Wealth Management, LLC331,499$15.3M7.57%+2,36913F-HRTimeline
EnRich Financial Partners LLC323,299$14.9M4.24%-1,30413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC317,587$14.6M3.31%+295,73613F-HRTimeline
Sterling Financial Planning, Inc.316,690$14.6M4.61%-4,72213F-HRTimeline
Disciplined Investments, LLC309,735$14.3M5.69%+7,24213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP309,691$14.3M0.19%+37,41913F-HRTimeline
Embree Financial Group305,841$14.1M1.89%+113,59713F-HRTimeline
Ruedi Wealth Management, Inc.303,303$14M3.92%-1,64713F-HRTimeline
Financial Connections Group, Inc.303,202$14M5.46%+1,86813F-HRTimeline
JDH Wealth Management, LLC301,409$13.9M9.87%-6,43013F-HRTimeline
KM Capital Management Ltd.296,820$13.7M6.33%-7,21413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC294,446$13.6M3.58%+8,95413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC294,879$13.6M0.01%-136,23413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.287,743$13.3M0.02%+89,41813F-HRTimelineGroup
Cambridge Investment Research Advisors,…271,375$12.5M0.03%+24,75513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP270,916$12.5M0.01%+75713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC268,276$12.4M0.05%-18,26813F-HRTimelineGroup
Lauterbach Financial Advisors, LLC267,565$12.3M6.2%-3,75413F-HRTimeline
Tradewinds, LLC.266,776$12.3M3%new13F-HRTimeline
Capstone Wealth Management, LLC266,765$12.3M9.47%+4,34413F-HRTimeline
CARDIFF PARK ADVISORS, LLC266,045$12.3M0.94%+5,46013F-HRTimeline
Integrated Wealth Concepts LLC265,856$12.3M0.11%-10,48913F-HRTimeline
Mraz, Amerine & Associates, Inc.262,901$12.1M1.89%+26,82613F-HRTimeline
Fonville Wealth Management LLC259,692$12M2.69%+10,10413F-HRTimeline
B&D White Capital Company, LLC259,469$12M1.53%+29,87213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC258,802$11.9M0.01%+109,71413F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC244,910$11.3M1.14%-9,86013F-HRTimeline
DiNuzzo Private Wealth, Inc.247,799$11.3M1.28%-2,86313F-HRTimeline
Robinswood Financial LLC242,796$11.2M3.73%-96013F-HRTimeline
Tillman Hartley LLC242,754$11.2M2.9%-5,25913F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC242,713$11.2M6.72%+57,59813F-HRTimeline
Werba Rubin Papier Wealth Management240,051$11.1M1.79%+24,41313F-HRTimeline
Compound Planning, Inc.239,095$11M0.36%+2,33613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC237,087$10.9M1.8%-6,37913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.226,942$10.5M3.75%+10,08613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…223,043$10.3M0.02%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC216,876$10M7.27%-6,55613F-HRTimeline
Austin Asset Management Co Inc213,210$9.83M1.79%-4,81813F-HRTimeline
BAKER BOYER NATIONAL BANK212,722$9.81M3.26%-3,71613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC212,490$9.8M5.9%-94813F-HRTimeline
VeraBank, N.A.208,919$9.64M1.8%+24,30713F-HRTimeline
Perritt Capital Management Inc203,479$9.38M4.45%-1,18113F-HRTimeline
ASPIRIANT, LLC202,427$9.34M0.29%-1,92513F-HRTimeline
AE Wealth Management LLC199,533$9.2M0.06%-9,41113F-HRTimeline
Caliber Wealth Management, LLC / KS199,430$9.2M1.03%-3,99913F-HRTimeline
Financial Futures Ltd Liability Co.196,937$9.08M4.41%+11,49513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…194,911$8.99M0.01%new13F-HRTimelineGroup
Yeomans Consulting Group, Inc.193,749$8.97M3.09%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC193,895$8.94M5.88%+13,30113F-HRTimeline
ABLE Financial Group, LLC189,820$8.75M1.9%+10,65613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC189,159$8.72M0.58%+3,18213F-HRTimeline
Destiny Wealth Partners, LLC186,557$8.6M1.05%+4,57613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP186,021$8.58M0.18%+44,58413F-HRTimeline
Altiora Financial Group, LLC185,313$8.55M1.56%-1,12113F-HRTimeline
Stone Summit Wealth LLC183,459$8.46M2.4%+14,66813F-HRTimeline
Tortoise Investment Management, LLC179,502$8.28M0.74%+1,34513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY178,100$8.21M<0.01%+2,24313F-HR/ATimelineGroup
Vise Technologies, Inc.177,859$8.2M0.31%new13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH177,340$8.18M2.06%+11,69113F-HRTimeline
Cedar Point Capital Partners, LLC176,867$8.16M5.35%+2,25813F-HRTimeline
Visionary Wealth Advisors176,259$8.13M0.38%+22,51313F-HRTimeline
Oceanside Advisors LLC174,140$8.03M5.02%-30713F-HRTimeline
Kondo Wealth Advisors, Inc.169,034$7.8M3.14%-7,64513F-HRTimeline
Kings Path Partners LLC167,974$7.75M2.85%+6,07113F-HRTimeline
Cordant, Inc.163,245$7.53M3.4%+76513F-HRTimeline
Savvy Advisors, Inc.161,916$7.47M0.34%+148,09813F-HRTimeline
Waverly Advisors, LLC160,960$7.42M0.07%+5,23413F-HRTimeline
REAP Financial Group, LLC160,612$7.41M1.61%+5,07713F-HRTimeline
MATHER GROUP, LLC.160,590$7.41M0.07%-2,76913F-HRTimeline
Family Legacy, Inc.149,957$6.92M2.11%-2,82613F-HRTimeline
Financial Engines Advisors L.L.C.148,321$6.84M0.01%+87,10013F-HRTimeline
Certified Advisory Corp145,265$6.7M0.64%+8,07813F-HRTimeline
Trademark Financial Management, LLC139,717$6.44M3.75%+8,56613F-HRTimeline
N.E.W. Advisory Services LLC137,847$6.36M0.57%-7,39613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding137,677$6.35M+34,794Timeline
Compass Financial Group, Inc.136,896$6.31M2.83%+30,05813F-HRTimeline
Steward Partners Investment Advisory, L…136,606$6.3M0.04%+3,40213F-HRTimeline
Breakwater Capital Group136,238$6.28M0.93%+16,48513F-HRTimeline
Shotwell Rutter Baer Inc135,462$6.28M4.05%-3,60013F-HRTimeline
Mattern Wealth Management LLC134,495$6.2M1.24%+4,08713F-HRTimeline
Timonier Family Office, LTD.134,110$6.19M2.03%-4,61313F-HRTimeline
HMV Wealth Advisors, LLC133,806$6.17M3.39%+12313F-HRTimeline
Larson Financial Group LLC132,875$6.13M0.22%-2,15313F-HRTimeline
Perigon Wealth Management, LLC131,243$6.05M0.12%+3,76313F-HRTimeline
Sculati Wealth Management, LLC129,364$5.97M2.1%+32,13213F-HRTimeline
Kingsview Wealth Management, LLC128,724$5.94M0.09%+9,32013F-HRTimeline