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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

796 managers (804 13F filers) reported a position in DFIV shares at 2025-12-31, 263,742,498 shares in all. 54 filers opened a position and 27 filers sold out during the quarter.

Managers
796
13F filers
804
New
54
Added
330
Reduced
219
Sold out
27
Shares held by filers
263,742,498

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,462,953$1.47B0.93%+2,578,54313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV21,523,566$1.07B1.64%+576,27213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,598,137$978M+2,532,478Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,474,236$772M0.42%+1,630,89413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC8,589,459$429M2.44%+33,78213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,237,561$361M0.05%+113,23413F-HRTimelineGroup
EP Wealth Advisors, LLC6,098,853$304M1.58%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,782,415$239M0.32%+1,753,43713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,885,047$194M-767,248Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,782,939$189M0.06%+188,49913F-HRTimelineGroup
Index Fund Advisors, Inc.3,571,373$178M8.36%-57,40313F-HRTimeline
Plancorp, LLC3,571,120$178M5.39%+199,41413F-HRTimeline
HighTower Advisors, LLC3,461,723$173M0.19%+52,92913F-HRTimeline
Creative Planningin group Creative Planning3,431,663$171M0.12%+6,65913F-HRTimelineGroup
Farther Finance Advisors, LLC3,236,596$162M1.73%+1,016,16113F-HRTimeline
Foster Group, Inc.3,102,581$155M4.68%-140,98913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,077,484$154M0.22%+123,66613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding2,905,034$145M-459,332Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,535,624$127M0.01%+516,24213F-HRTimelineGroup
Modera Wealth Management, LLC2,279,761$114M1.32%-207,13413F-HRTimeline
LPL Financial LLC2,206,395$110M0.03%+196,37013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,019,437$102M0.14%-73,57613F-HRTimeline
UBS Group AGgroup of 2 filers holding1,888,103$94.2M+139,883Timeline
Empirical Financial Services, LLC d.b.a…1,807,792$90.2M1.62%-26,56313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,783,925$89M0.05%+414,10413F-HRTimelineGroup
Team Hewins, LLC1,759,444$87.8M28.29%-27,92113F-HRTimeline
Confluence Wealth Services, Inc.1,732,779$86.5M3.58%+71,23813F-HRTimeline
Cetera Investment Advisers1,674,220$83.5M0.09%-230,20013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,611,044$81.5M7.71%-28,25513F-HRTimeline
TCI Wealth Advisors, Inc.1,629,209$81.3M4.48%+63,84213F-HRTimeline
CHOREO, LLC1,426,283$71.5M0.91%+96,47413F-HRTimeline
Evanson Asset Management, LLC1,386,778$69.2M3.73%+30,25913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,354,734$67.6M0.01%+91,72113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,300,000$64.9M0.08%+799,99413F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,286,363$64.2M0.36%+588,18913F-HRTimeline
Beacon Pointe Advisors, LLC1,285,246$64.1M0.45%+539,13113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,272,627$63.5M7.26%+65,74613F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.1,267,615$63.3M28.04%-56,27613F-HRTimeline
Falcon Wealth Planning1,248,922$62.3M5.25%+17,42113F-HRTimeline
Beaird Harris Wealth Management, LLC1,171,961$58.5M4.03%-14,03713F-HRTimeline
True Link Financial Advisors, LLC1,147,531$57.3M3.48%+21,69613F-HRTimeline
Apella Capital, LLC1,145,849$57.2M1.13%-21,34313F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,123,945$56.1M5.39%13F-HRTimeline
Washington Trust Bank1,092,839$54.5M3.82%-12,87313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MASECO LLP1,032,961$51.5M2.24%-12,99113F-HRTimeline
CWM, LLCin group CWM, LLC967,006$48.3M0.13%+872,96913F-HRTimelineGroup
Strategic Financial Services, Inc.843,698$46M2.12%-7,33213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC909,376$45.4M1.44%+112,05913F-HRTimeline
SAX WEALTH ADVISORS, LLC897,869$44.8M2.11%+87,72713F-HRTimeline
Verus Financial Partners, Inc.851,719$44.7M4.11%+6,82313F-HRTimeline
KEB ASSET MANAGEMENT, LLC858,718$42.9M8.68%+23,22913F-HRTimeline
Root Financial Partners, LLC825,294$41.2M2.13%+44,90013F-HRTimeline
Smartleaf Asset Management LLC771,364$38.6M1.46%+753,00513F-HRTimeline
Mariner, LLCin group Mariner, LLC765,415$38.2M0.05%+9,45313F-HRTimelineGroup
Pallas Capital Advisors LLC763,071$38.1M1.26%+54,75713F-HRTimeline
Planning Center, Inc.746,887$37.3M3.81%-73,82713F-HRTimeline
Wealth Architects, LLC733,561$36.6M3.3%-1,14413F-HRTimeline
Vise Technologies, Inc.732,975$36.6M0.72%+555,11613F-HRTimeline
McGlone Suttner Wealth Management, Inc.732,615$36.6M4.92%+8,11913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV717,205$35.8M5.58%+109,63413F-HRTimeline
Premier Financial Group709,324$35.4M9.24%-56,16713F-HRTimeline
Parkwoods Wealth Partners, LLC696,178$34.7M10.22%+43,59113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC689,027$34.4M0.65%-5,89713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN686,814$34.3M0.01%+58,99913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP666,352$33.3M0.04%+84,00713F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC663,969$33.1M2.35%+120,00213F-HR/ATimeline
Trinity Financial Advisors LLC661,650$33M9.23%+9,60213F-HRTimeline
Hill Investment Group Partners, LLC600,089$29.9M3.56%-2,69513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.596,720$29.8M0.2%+70,39113F-HRTimelineGroup
SACHEM HILL LLC592,123$29.5M5.74%-20,74413F-HRTimeline
Three Arch Wealth Management LLC587,718$29.3M5.49%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC583,917$29.1M4.12%+39,61113F-HRTimeline
Quent Capital, LLC566,736$28.3M2.04%+64,31513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.552,462$27.6M3.89%+81,75313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO552,070$27.5M<0.01%+20,18613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…526,915$26.3M0.05%+49,32013F-HR/ATimelineGroup
Acropolis Investment Management, LLC520,176$26M1.17%+6,28613F-HRTimeline
Allworth Financial LP519,723$25.9M0.11%+6,99113F-HRTimeline
Hudock, Inc.496,824$24.8M3.65%+46,76213F-HRTimeline
McMill Wealth Management495,832$24.7M6.96%+4,96913F-HRTimeline
M Holdings Securities, Inc.493,899$24.6M1.76%new13F-HRTimeline
First Command Advisory Services, Inc.479,786$23.9M0.17%+5,62413F-HRTimeline
LANDAAS & CO /WI /ADV473,890$23.6M5.2%+131,33913F-HRTimeline
SEVEN MILE ADVISORY471,905$23.5M4.04%+8,27113F-HRTimeline
Ocean Park Asset Management, LLC463,800$23.1M1.09%-32,10013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC450,427$22.5M9.17%-1,24713F-HRTimeline
PINNEY & SCOFIELD, INC.433,250$21.6M12.27%+2,76713F-HRTimeline
Prism Advisors, Inc.431,255$21.5M5.74%-3,83613F-HRTimeline
CFS Investment Advisory Services, LLC427,604$21.3M1.56%-6,85813F-HRTimeline
Wescott Financial Advisory Group, LLC422,976$21.1M1.84%+1,28813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP419,395$20.9M0.26%+109,70413F-HRTimeline
Financially in Tune, LLC417,530$20.8M19.45%13F-HRTimeline
Disciplined Equity Management, Inc.416,010$20.8M10.76%+8,76613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC415,108$20.7M8.46%-9,65913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.411,301$20.5M0.03%+51,33413F-HRTimelineGroup
Squire Investment Management Company, L…397,808$19.9M6.01%-11,21113F-HRTimeline
MASON STREET ADVISORS, LLC393,365$19.6M1.93%-49,75013F-HRTimeline
Factor Wealth Management LTD392,659$19.6M4.23%+26,95113F-HRTimeline
Navigoe, LLC389,684$19.4M12%-3,52513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…389,004$19.4M3.02%-12,27613F-HRTimeline
LRI Investments, LLC387,669$19.3M1.56%+16,14213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP382,857$19.1M0.25%-5,13913F-HRTimelineGroup
Embree Financial Group379,530$18.9M2.33%+73,68913F-HRTimeline
ShankerValleau Wealth Advisors, Inc.379,096$18.9M5.13%-8,69813F-HRTimeline
MML INVESTORS SERVICES, LLC375,978$18.8M0.05%+11,86013F-HRTimeline
McLean Asset Management Corp360,722$18.6M3.33%-9,79713F-HRTimeline
CLARIS ADVISORS, LLC / MO /368,497$18.4M5.6%-7,86413F-HRTimeline
COWA, LLC364,474$18.2M5.53%-83,04013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC364,193$18.2M0.02%+20,37313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS351,744$18.1M9.22%+3,86313F-HRTimeline
TruWealth Advisors, LLC360,014$18M0.88%+7,69013F-HRTimeline
Apeiron RIA LLC336,377$17.9M3.63%-16013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC358,539$17.9M0.5%+13,91813F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC357,314$17.8M0.13%+4,43013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC351,025$17.5M0.07%+82,74913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.345,336$17.2M0.03%+57,59313F-HRTimelineGroup
Shearwater Capital LLC342,883$17.1M9.82%-1,28713F-HRTimeline
Peirce Capital Management, LLC339,659$16.9M6.75%-3,63913F-HRTimeline
Rather & Kittrell, Inc.335,871$16.8M2.7%-9,63213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS333,482$16.6M0.03%-4,06013F-HRTimeline
Financial Connections Group, Inc.332,375$16.6M5.7%+29,17313F-HRTimeline
Meritas Wealth Management, LLC331,066$16.5M7.95%-43313F-HRTimeline
Invst, LLC326,536$16.3M1.77%-7,92213F-HRTimeline
EnRich Financial Partners LLC321,514$16M4.37%-1,78513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC320,008$16M0.01%+61,20613F-HRTimelineGroup
Sterling Financial Planning, Inc.318,899$15.9M4.8%+2,20913F-HRTimeline
Disciplined Investments, LLC314,276$15.7M6.03%+4,54113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC304,220$15.2M8.85%+61,50713F-HRTimeline
Ruedi Wealth Management, Inc.304,011$15.2M3.98%+70813F-HRTimeline
JDH Wealth Management, LLC298,802$14.9M10.22%-2,60713F-HRTimeline
KM Capital Management Ltd.290,623$14.5M7.41%-6,19713F-HRTimeline
Cambridge Investment Research Advisors,…288,771$14.4M0.04%+17,39613F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC285,209$14.4M3.61%-9,23713F-HRTimeline
VeraBank, N.A.287,153$14.3M2.61%+78,23413F-HRTimeline
Tradewinds, LLC.278,885$13.9M3.32%+12,10913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP278,818$13.9M0.01%+7,90213F-HRTimelineGroup
Guardian Wealth Management, LLC277,185$13.8M4.39%13F-HRTimeline
Fonville Wealth Management LLC275,147$13.7M2.81%+15,45513F-HRTimeline
Lauterbach Financial Advisors, LLC269,206$13.4M6.57%+1,64113F-HRTimeline
Mraz, Amerine & Associates, Inc.267,218$13.3M1.98%+4,31713F-HRTimeline
Capstone Wealth Management, LLC266,607$13.3M9.71%-15813F-HRTimeline
Integrated Wealth Concepts LLC265,279$13.2M0.16%-57713F-HRTimeline
Destiny Wealth Partners, LLC251,244$13.2M1.51%+64,68713F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC259,722$13M7.8%new13F-HRTimeline
B&D White Capital Company, LLC257,183$12.8M1.49%-2,28613F-HRTimeline
Robinswood Financial LLC247,628$12.4M3.95%+4,83213F-HRTimeline
Savvy Advisors, Inc.246,867$12.3M0.4%+84,95113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC243,970$12.2M1.2%-94013F-HRTimeline
CARDIFF PARK ADVISORS, LLC243,394$12.1M1%-22,65113F-HRTimeline
Werba Rubin Papier Wealth Management241,881$12.1M3.27%+1,83013F-HRTimeline
DiNuzzo Private Wealth, Inc.239,983$12M1.3%-7,81613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.232,118$11.6M3.92%+5,17613F-HRTimeline
Tillman Hartley LLC229,140$11.4M2.87%-13,61413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC228,912$11.4M7.81%+12,03613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC224,156$11.2M1.76%-12,93113F-HRTimeline
SeedSafe Financial LLC221,118$11M9.77%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…215,006$10.8M0.02%-8,03713F-HRTimelineGroup
Austin Asset Management Co Inc211,643$10.6M1.74%-1,56713F-HRTimeline
BAKER BOYER NATIONAL BANK211,322$10.5M3.18%-1,40013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY211,046$10.5M<0.01%+32,94613F-HR/ATimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC209,201$10.4M6.2%-3,28913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP207,529$10.4M0.21%+21,50813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC206,028$10.3M0.18%+162,50513F-HR/ATimeline
ASPIRIANT, LLC205,214$10.2M0.29%+2,78713F-HRTimeline
ABLE Financial Group, LLC204,097$10.2M2.07%+14,27713F-HRTimeline
Rothschild Wealth LLC200,559$10M0.96%new13F-HR/ATimeline
Visionary Wealth Advisors200,436$10M0.45%+24,17713F-HRTimeline
Financial Futures Ltd Liability Co.198,618$9.91M4.59%+1,68113F-HRTimeline
Caliber Wealth Management, LLC / KS196,866$9.82M1.06%-2,56413F-HRTimeline
Stone Summit Wealth LLC192,139$9.59M2.6%+8,68013F-HRTimeline
Waverly Advisors, LLC189,553$9.46M0.08%+28,59313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC188,509$9.41M0.61%-65013F-HRTimeline
AE Wealth Management LLC185,696$9.27M0.05%-13,83713F-HRTimeline
Altiora Financial Group, LLC185,313$9.25M1.59%013F-HRTimeline
EQ WEALTH ADVISORS, LLC184,864$9.22M5.45%-9,03113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH184,129$9.19M2.22%+6,78913F-HRTimeline
Compound Planning, Inc.183,763$9.17M0.27%-55,33213F-HRTimeline
Tortoise Investment Management, LLC181,586$9.06M0.8%+2,08413F-HRTimeline
Kings Path Partners LLC174,937$8.73M3.06%+6,96313F-HRTimeline
Sanctuary Advisors, LLC171,946$8.58M0.05%+89,90413F-HRTimeline
REAP Financial Group, LLC169,616$8.46M1.72%+9,00413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC168,889$8.43M2.08%-148,69813F-HRTimeline
Cedar Point Capital Partners, LLC168,755$8.42M5.38%-8,11213F-HRTimeline
EVOKE WEALTH, LLC168,177$8.39M0.16%+72,80913F-HRTimeline
Oceanside Advisors LLC168,097$8.39M5.08%-6,04313F-HRTimeline
Kondo Wealth Advisors, Inc.166,861$8.33M3.19%-2,17313F-HRTimeline
Trademark Financial Management, LLC157,703$7.87M4.33%+17,98613F-HRTimeline
SB Capital Management Inc155,832$7.78M2.85%13F-HRTimeline
Certified Advisory Corp151,310$7.55M0.69%+6,04513F-HRTimeline
Financial Engines Advisors L.L.C.150,433$7.51M0.01%+2,11213F-HRTimeline
J. Mark Nickell & Co.150,122$7.49M6.92%13F-HRTimeline
Cordant, Inc.148,861$7.43M3.11%-14,38413F-HRTimeline
Family Legacy, Inc.148,511$7.41M2.22%-1,44613F-HRTimeline
Richard Young Associates, Ltd.147,600$7.37M5.75%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding147,413$7.36M+9,736Timeline
Steward Partners Investment Advisory, L…144,224$7.2M0.04%+7,61813F-HRTimeline
Mattern Wealth Management LLC141,357$7.05M1.36%+6,86213F-HRTimeline
Sculati Wealth Management, LLC141,230$7.05M2.48%+11,86613F-HRTimeline
Strategic Investment Solutions, Inc. /IL139,084$7M1.68%+22,11113F-HRTimeline
Shotwell Rutter Baer Inc138,142$6.98M4.19%+2,68013F-HRTimeline