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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in DFIV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC4,992,574$279M1.97%+279,45813F-HRTimeline
Apella Capital, LLC2,083,562$115M1.46%+140,51213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV852,853$47.6M5.32%+25,12313F-HRTimeline
Trinity Financial Advisors LLC666,684$37.2M9.59%-1,71813F-HRTimeline
Acropolis Investment Management, LLC509,494$28.5M1.14%-40413F-HRTimeline
Factor Wealth Management LTD488,379$27.3M4.17%-11,80013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…372,724$20.8M2.96%-4,63513F-HRTimeline
Prism Advisors, Inc.337,438$18.7M4.68%-36,57413F-HRTimeline
Apeiron RIA LLC327,127$18M4.1%-77313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC160,595$8.97M1.78%-8,17913F-HRTimeline
Bank of New Hampshire153,875$8.6M1.86%+1,36513F-HRTimeline
Avidian Wealth Enterprises, LLC145,088$8.1M0.23%+38,08213F-HRTimeline
RTD Financial Advisors, Inc.104,297$5.83M0.64%+32,42813F-HRTimeline
Breakwater Capital Group100,137$5.59M0.66%-24013F-HRTimeline
Baring Financial LLC71,172$3.98M2.14%+1,70813F-HRTimeline
Cambridge Financial Group, LLC69,345$3.75M1.18%+2113F-HRTimeline
Cooper Financial Group58,793$3.28M0.26%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC51,717$2.89M0.6%+91013F-HRTimeline
Nautilus Advisors LLC47,431$2.65M1.6%+58913F-HRTimeline
Valeo Financial Advisors, LLC47,353$2.65M0.06%+5,87413F-HRTimeline
Wedmont Private Capital34,276$1.89M0.05%+6,23713F-HRTimeline
Wealth Enhancement Trust Services, Inc.23,618$1.32M0.14%-52213F-HRTimeline
Hardin Capital Partners, LLC21,963$1.23M0.6%+50013F-HRTimeline
Koenig Investment Advisory, LLC21,621$1.21M0.88%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC20,221$1.13M1.05%-25013F-HRTimeline
Prosperity Planning, Inc.19,131$1.07M0.24%-25313F-HRTimeline
Versant Capital Management, Inc18,244$1.02M0.09%+48913F-HRTimeline
Iowa State Bank15,357$858K0.14%-45513F-HRTimeline
BOS Asset Management, LLC10,217$571K0.13%-57113F-HRTimeline
Financial Symmetry Inc9,755$545K0.17%+313F-HRTimeline
ALKEME WEALTH, LLC9,639$538K0.2%+4813F-HRTimeline
EPIQ PARTNERS, LLC8,707$486K0.21%+1,55513F-HRTimeline
Ridgewood Investments LLC7,041$393K0.14%+2013F-HRTimeline
Everhart Financial Group, Inc.6,339$354K0.02%+75313F-HRTimeline
GAMMA Investing LLC6,206$347K0.01%013F-HRTimeline
Castleview Partners, LLC5,134$287K0.13%-7613F-HRTimeline
Towneley Capital Management, Inc / DE4,462$249K0.05%+2213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,771$211K0.14%-33113F-HRTimeline
Investors Research Corp1,853$104K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC1,849$103K0.05%013F-HRTimeline
Hickory Point Bank & Trust1,792$100K0.06%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC171$9.53K<0.01%+113F-HRTimeline
FIRST COMMUNITY TRUST NA133$7.43K<0.01%-1,15413F-HRTimeline
CX Institutional94$5K<0.01%-80913F-HRTimeline
GoalVest Advisory LLC39$2.18K<0.01%new13F-HRTimeline
Trust Co35$1.96K<0.01%013F-HRTimeline