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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

846 managers (855 13F filers) reported a position in DFIV shares at 2026-03-31, 279,791,727 shares in all. 87 filers opened a position and 30 filers sold out during the quarter.

Managers
846
13F filers
855
New
87
Added
363
Reduced
274
Sold out
30
Shares held by filers
279,791,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,175,901$1.65B1.01%+1,712,94813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV22,261,639$1.17B1.74%+738,07313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,597,423$1.03B-714Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,455,753$869M0.5%+981,51713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC8,757,746$462M2.23%+168,28713F-HRTimelineGroup
EP Wealth Advisors, LLC7,226,755$381M1.88%+1,127,90213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,220,415$381M0.05%-17,14613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP5,442,896$287M0.41%+660,48113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,749,743$251M0.08%+966,80413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding4,566,073$241M+1,661,039Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,281,657$226M+396,610Timeline
Farther Finance Advisors, LLC4,020,264$214M2.03%+783,66813F-HRTimeline
Plancorp, LLC3,664,235$202M5.74%+93,11513F-HRTimeline
Index Fund Advisors, Inc.3,550,562$187M8.43%-20,81113F-HRTimeline
Creative Planningin group Creative Planning3,414,821$180M0.12%-16,84213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,398,047$179M0.01%+862,42313F-HRTimelineGroup
HighTower Advisors, LLC3,368,869$178M0.19%-92,85413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,212,707$170M0.24%+135,22313F-HRTimelineGroup
Foster Group, Inc.2,931,247$155M4.6%-171,33413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,647,604$136M0.07%+863,67913F-HRTimelineGroup
LPL Financial LLC2,333,518$123M0.03%+127,12313F-HRTimeline
Modera Wealth Management, LLC2,233,998$118M1.41%-45,76313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,146,371$113M0.12%+846,37113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,126,057$112M+237,954Timeline
Apella Capital, LLC1,895,167$105M1.56%+749,31813F-HRTimeline
Cetera Investment Advisers1,864,900$98.4M0.1%+190,68013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,785,481$94.2M1.64%-22,31113F-HRTimeline
Confluence Wealth Services, Inc.1,779,613$93.9M3.64%+46,83413F-HRTimeline
Team Hewins, LLC1,761,273$93M27.63%+1,82913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,602,043$88.3M7.95%-9,00113F-HRTimeline
TCI Wealth Advisors, Inc.1,611,107$85M4.52%-18,10213F-HRTimeline
CHOREO, LLC1,472,743$77.7M0.95%+46,46013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,463,439$77.2M0.01%+108,70513F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,403,292$74.1M0.39%+118,04613F-HRTimeline
Evanson Asset Management, LLC1,402,336$74M3.97%+15,55813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,328,121$70.1M7.1%+55,49413F-HRTimelineGroup
Falcon Wealth Planning1,259,446$66.5M4.53%+10,52413F-HRTimeline
Sequoia Financial Advisors, LLC1,245,125$65.7M0.37%-41,23813F-HRTimeline
DIXON FNANCIAL SERVICES, INC.1,242,941$65.6M29.45%-24,67413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,196,765$63.6M0.14%-822,67213F-HRTimeline
Beaird Harris Wealth Management, LLC1,149,077$60.6M4.12%-22,88413F-HRTimeline
True Link Financial Advisors, LLC1,120,300$59.1M3.65%-27,23113F-HR/ATimeline
Petersen Hastings Wealth Advisors Inc.1,119,781$59.1M5.41%-4,16413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,084,979$57.3M1.78%+175,60313F-HRTimeline
CWM, LLCin group CWM, LLC1,079,191$57M0.15%+112,18513F-HRTimelineGroup
Washington Trust Bank1,077,890$56.9M4.2%-14,94913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC1,083,909$55.7M2.01%+312,54513F-HRTimeline
MASECO LLP1,017,209$53.7M1.68%-15,75213F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,010,586$53.3M3.57%+346,61713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,007,846$53.2M0.01%+321,03213F-HR/ATimelineGroup
Verus Financial Partners, Inc.846,737$46.8M4.2%-4,98213F-HRTimeline
KEB ASSET MANAGEMENT, LLC886,759$46.8M8.97%+28,04113F-HRTimeline
Root Financial Partners, LLC872,659$46.1M2.13%+47,36513F-HRTimeline
Mariner, LLCin group Mariner, LLC852,136$45M0.05%+86,72113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC896,241$44.7M2.17%-1,62813F-HRTimeline
Strategic Financial Services, Inc.833,500$44M2.1%-10,19813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV791,320$41.8M5.54%+74,11513F-HRTimeline
Parkwoods Wealth Partners, LLC768,451$40.6M9.94%+72,27313F-HRTimeline
Wealth Architects, LLC725,927$38.3M3.42%-7,63413F-HRTimeline
Premier Financial Group705,161$37.8M6.43%-4,16313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.756,132$37.7M0.24%+159,41213F-HRTimelineGroup
TruWealth Advisors, LLC713,549$37.7M1.81%+353,53513F-HRTimeline
McGlone Suttner Wealth Management, Inc.704,008$37.2M4.92%-28,60713F-HRTimeline
Vise Technologies, Inc.732,975$36.6M0.72%013F-HRTimeline
Pallas Capital Advisors LLC689,853$36.4M1.37%-73,21813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC684,218$36.1M0.69%-4,80913F-HRTimeline
Planning Center, Inc.673,881$35.6M3.6%-73,00613F-HRTimeline
Hudock, Inc.663,381$35M5.15%+166,55713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP663,299$35M0.05%-3,05313F-HRTimelineGroup
Trinity Financial Advisors LLC662,168$34.9M9.95%+51813F-HRTimeline
LANDAAS & CO /WI /ADV632,114$33.4M7.32%+158,22413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC607,270$32.1M4.25%+23,35313F-HRTimeline
Quent Capital, LLC596,056$31.5M2.23%+29,32013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.596,017$31.5M4.38%+43,55513F-HRTimeline
Hill Investment Group Partners, LLC593,757$31.3M3.46%-6,33213F-HRTimeline
M Holdings Securities, Inc.595,886$31.1M2.1%+101,98713F-HRTimeline
Three Arch Wealth Management LLC585,418$30.9M5.56%-2,30013F-HRTimeline
SACHEM HILL LLC573,203$30.3M5.86%-18,92013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO585,672$30.1M<0.01%+33,60213F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.564,454$29.8M0.05%+219,11813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP552,214$29.1M0.37%+132,81913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…532,513$28.1M0.05%+5,59813F-HRTimelineGroup
Allworth Financial LP518,438$27.4M0.11%-1,28513F-HRTimeline
Acropolis Investment Management, LLC508,589$26.8M1.19%-11,58713F-HRTimeline
First Command Advisory Services, Inc.483,191$25.5M0.17%+3,40513F-HRTimeline
Financially in Tune, LLC447,138$23.6M20.29%+29,60813F-HRTimeline
COWA, LLC443,679$23.4M6.32%+79,20513F-HRTimeline
Factor Wealth Management LTD441,858$23.3M4.39%+49,19913F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC439,261$23.2M9.23%-11,16613F-HRTimeline
PINNEY & SCOFIELD, INC.424,833$22.4M12.09%-8,41713F-HRTimeline
Prism Advisors, Inc.417,363$22M5.88%-13,89213F-HRTimeline
MML INVESTORS SERVICES, LLC408,490$21.6M0.06%+32,51213F-HRTimeline
Wescott Financial Advisory Group, LLC403,522$21.3M1.87%-19,45413F-HRTimeline
MASON STREET ADVISORS, LLC403,315$21.3M2.08%+9,95013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC402,729$21.3M0.01%+82,72113F-HRTimelineGroup
Disciplined Equity Management, Inc.399,817$21.1M10.6%-16,19313F-HRTimeline
Squire Investment Management Company, L…397,188$21M5.83%-62013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC387,218$20.4M8.21%-27,89013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC387,022$20.4M0.03%+22,82913F-HRTimeline
CFS Investment Advisory Services, LLC367,348$20.4M1.41%-60,25613F-HRTimeline
LRI Investments, LLC386,221$20.4M1.81%-1,44813F-HRTimeline
Navigoe, LLC384,561$20.3M11.99%-5,12313F-HRTimeline
Embree Financial Group382,407$20.2M2.38%+2,87713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP376,732$19.9M0.28%-6,12513F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS374,794$19.8M9.29%+23,05013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…373,279$19.7M3.11%-15,72513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC364,874$19.3M0.14%+7,56013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC364,862$19.3M0.51%+6,32313F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.364,439$19.2M5.42%-14,65713F-HRTimeline
McLean Asset Management Corp358,292$18.9M3.31%-2,43013F-HRTimeline
CLARIS ADVISORS, LLC / MO /358,252$18.9M5.66%-10,24513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC357,778$18.9M11.02%+53,55813F-HRTimeline
VeraBank, N.A.344,701$18.2M3.33%+57,54813F-HRTimeline
Shearwater Capital LLC342,478$18.1M9.48%-40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.341,423$18M0.03%-69,87813F-HRTimelineGroup
Meritas Wealth Management, LLC337,627$17.8M8.06%+6,56113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…337,549$17.8M0.21%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…333,880$17.6M0.05%+45,10913F-HRTimeline
Rather & Kittrell, Inc.331,984$17.5M2.7%-3,88713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS331,339$17.5M0.03%-2,14313F-HRTimeline
Apeiron RIA LLC330,167$17.4M4.04%-6,21013F-HRTimeline
B&D White Capital Company, LLC326,700$17.2M2.13%+69,51713F-HRTimeline
Disciplined Investments, LLC322,412$17M6.11%+8,13613F-HRTimeline
Peirce Capital Management, LLC321,345$17M6.63%-18,31413F-HRTimeline
Financial Connections Group, Inc.320,867$16.9M5.89%-11,50813F-HRTimeline
EnRich Financial Partners LLC318,048$16.8M4.45%-3,46613F-HRTimeline
Sterling Financial Planning, Inc.308,128$16.3M4.82%-10,77113F-HRTimeline
Invst, LLC303,916$16M1.81%-22,62013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC287,126$15.8M3.68%+1,91713F-HRTimeline
BlueSky Wealth Advisors, LLC297,465$15.7M2.02%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC297,184$15.7M0.06%-53,84113F-HRTimelineGroup
JDH Wealth Management, LLC292,069$15.4M10.39%-6,73313F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC291,996$15.4M7.71%+32,27413F-HRTimeline
Integrated Wealth Concepts LLC290,721$15.3M0.12%+25,44213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP289,327$15.3M0.01%+10,50913F-HRTimelineGroup
Merit Financial Group, LLC289,269$15.3M0.11%+215,53913F-HRTimeline
Fonville Wealth Management LLC288,772$15.2M2.9%+13,62513F-HRTimeline
Ruedi Wealth Management, Inc.287,414$15.2M3.91%-16,59713F-HRTimeline
KM Capital Management Ltd.262,925$14.6M9.84%-27,69813F-HRTimeline
Mraz, Amerine & Associates, Inc.269,865$14.2M2.1%+2,64713F-HRTimeline
Capstone Wealth Management, LLC264,582$14M9.74%-2,02513F-HRTimeline
Lauterbach Financial Advisors, LLC261,264$13.8M6.73%-7,94213F-HRTimeline
Guardian Wealth Management, LLC257,587$13.7M4.17%-19,59813F-HRTimeline
Visionary Wealth Advisors251,561$13.3M0.59%+51,12513F-HRTimeline
Robinswood Financial LLC249,487$13.2M4.14%+1,85913F-HR/ATimeline
Destiny Wealth Partners, LLC246,339$13M1.42%-4,90513F-HRTimeline
Savvy Advisors, Inc.243,706$12.9M0.35%-3,16113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC243,563$12.9M8.11%+14,65113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC241,227$12.7M1.21%-2,74313F-HRTimeline
Werba Rubin Papier Wealth Management239,993$12.7M1.76%-1,88813F-HRTimeline
DiNuzzo Private Wealth, Inc.237,577$12.5M1.35%-2,40613F-HRTimeline
CARDIFF PARK ADVISORS, LLC236,652$12.5M1%-6,74213F-HRTimeline
Aurdan Capital Management, LLC233,625$12.3M3.7%new13F-HRTimeline
EVOKE WEALTH, LLC227,168$12M0.22%+58,99113F-HRTimeline
SeedSafe Financial LLC225,994$11.9M9.82%+4,87613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY225,485$11.9M<0.01%+14,43913F-HRTimelineGroup
Tillman Hartley LLC218,495$11.5M2.9%-10,64513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC214,245$11.3M1.7%-9,91113F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC210,747$11.1M6.65%+1,54613F-HRTimeline
BAKER BOYER NATIONAL BANK206,482$10.9M3.27%-4,84013F-HRTimeline
Financial Futures Ltd Liability Co.206,016$10.9M4.78%+7,39813F-HRTimeline
ASPIRIANT, LLC205,792$10.9M0.31%+57813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP205,186$10.8M0.23%-2,34313F-HRTimeline
Austin Asset Management Co Inc204,274$10.8M1.77%-7,36913F-HRTimeline
Rothschild Wealth LLC203,030$10.7M0.97%+2,47113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers202,700$10.7M0.01%+97,91513F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC201,567$10.6M6.22%+16,70313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…201,310$10.6M0.02%-13,69613F-HRTimelineGroup
Waverly Advisors, LLC199,793$10.5M0.08%+10,24013F-HRTimeline
Stone Summit Wealth LLC198,642$10.5M2.92%+6,50313F-HRTimeline
Trademark Financial Management, LLC198,062$10.5M5.12%+40,35913F-HRTimeline
Quantinno Capital Management LP197,532$10.4M0.02%+82,88113F-HRTimeline
ABLE Financial Group, LLC195,600$10.3M2.02%-8,49713F-HRTimeline
Caliber Wealth Management, LLC / KS193,928$10.2M1.12%-2,93813F-HRTimeline
Advisory Alpha, LLC193,907$10.2M0.28%+91,22713F-HRTimeline
Compound Planning, Inc.193,406$10.2M0.31%+9,64313F-HRTimeline
Summit Financial, LLC191,458$10.1M0.13%+145,83313F-HRTimeline
AE Wealth Management LLC189,215$9.99M0.05%+3,51913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC186,199$9.83M0.71%-2,31013F-HRTimeline
Altiora Financial Group, LLC185,313$9.78M1.61%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH185,042$9.77M2.37%+91313F-HRTimeline
REAP Financial Group, LLC184,145$9.72M1.92%+14,52913F-HRTimeline
Tortoise Investment Management, LLC180,692$9.54M0.79%-89413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC175,296$9.25M2.25%+6,40713F-HRTimeline
Kings Path Partners LLC170,673$9.01M3.1%-4,26413F-HR/ATimeline
Oceanside Advisors LLC168,339$8.88M5.07%+24213F-HRTimeline
Sanctuary Advisors, LLC161,966$8.55M0.05%-9,98013F-HRTimeline
Kondo Wealth Advisors, Inc.160,104$8.45M3.18%-6,75713F-HRTimeline
Cedar Point Capital Partners, LLC157,095$8.29M5.39%-11,66013F-HRTimeline
Steward Partners Investment Advisory, L…154,937$8.18M0.04%+10,71313F-HRTimeline
Certified Advisory Corp153,383$8.1M0.73%+2,07313F-HRTimeline
Laurel Wealth Planning LLC152,623$8.06M4.25%+42,92113F-HRTimeline
Strategic Investment Solutions, Inc. /IL149,258$7.96M1.92%+10,17413F-HRTimeline
J. Mark Nickell & Co.148,383$7.83M7.07%-1,73913F-HR/ATimeline
Financial Engines Advisors L.L.C.146,176$7.72M0.02%-4,25713F-HRTimeline
Richard Young Associates, Ltd.145,843$7.7M5.84%-1,75713F-HRTimeline
Clarity Asset Management, Inc.142,969$7.55M3.82%+142,07013F-HRTimeline
Mattern Wealth Management LLC142,932$7.54M1.47%+1,57513F-HRTimeline
Cordant, Inc.142,752$7.53M3.06%-6,10913F-HRTimeline
Sculati Wealth Management, LLC142,467$7.52M2.78%+1,23713F-HRTimeline