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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

392 managers (394 13F filers) reported a position in DFLV shares at 2026-06-30, 139,554,241 shares in all. 49 filers opened a position and 16 filers sold out during the quarter.

Managers
392
13F filers
394
New
49
Added
200
Reduced
109
Sold out
16
Shares held by filers
139,554,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Savant Capital, LLC25,486,113$1.01B2.97%+4,863,42613F-HRTimeline
Root Financial Partners, LLC4,713,950$186M7.24%+1,570,07713F-HRTimeline
Vise Technologies, Inc.4,593,828$182M2.06%+2,013,04413F-HRTimeline
Cetera Investment Advisers4,424,238$175M0.16%+757,02813F-HRTimeline
Foster Group, Inc.4,003,590$158M4.21%-55,67613F-HRTimeline
Truepoint, Inc.3,343,050$132M2.76%-242,66313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,318,287$131M0.18%-3,451,73413F-HR/ATimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC3,140,205$124M8.4%+145,00313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,877,128$114M0.14%+710,25413F-HRTimelineGroup
EP Wealth Advisors, LLC2,732,777$108M0.41%-60,93013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,586,574$102M0.3%+33,05513F-HRTimelineGroup
Summit Financial Strategies, Inc.2,481,330$98.1M6.89%+73,06113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,337,885$92.4M1.16%-2,253,23513F-HRTimeline
Beacon Pointe Advisors, LLC2,312,335$91.4M0.43%+121,30113F-HRTimeline
HighTower Advisors, LLC2,247,684$88.9M0.09%+86,64313F-HRTimeline
LPL Financial LLC1,908,901$75.5M0.02%+99,90713F-HRTimeline
DiNuzzo Private Wealth, Inc.1,758,222$69.5M6.88%-46,18813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,567,008$62M0.02%+103,22613F-HRTimelineGroup
Apella Capital, LLC1,536,111$61.3M0.87%+71,37913F-HRTimeline
Quent Capital, LLC1,534,807$60.7M3.73%+59,15413F-HRTimeline
Index Fund Advisors, Inc.1,446,042$57.2M2.27%+77,69213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,363,899$53.9M3.95%-48,05613F-HRTimeline
MATHER GROUP, LLC.1,279,784$50.6M0.44%+34,87313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,077,734$42.6M0.04%-58,19013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,056,800$41.8M0.03%new13F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV1,032,580$40.8M4.65%+362,82713F-HRTimeline
Diversified Portfolios, Inc.1,024,846$40.5M2.94%+108,40113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,024,753$40.5M<0.01%+66,31113F-HRTimelineGroup
Destiny Wealth Partners, LLC988,557$40.2M5.67%-26,37813F-HRTimeline
Team Hewins, LLC935,378$37M10.12%-8,99413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC922,973$37M7.99%+9,26713F-HRTimeline
OneDigital Investment Advisors LLC923,950$36.5M0.31%-12,81913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC920,376$36.4M0.01%+135,76913F-HRTimelineGroup
Acropolis Investment Management, LLC918,156$36.3M1.43%+11,31113F-HR/ATimeline
Tumwater Wealth Management, LLC906,834$35.9M12.97%+11,93513F-HRTimeline
Linscomb Wealth, Inc.866,940$34.3M1.49%+28,87913F-HRTimeline
EnRich Financial Partners LLC852,592$33.7M8.01%-55,59013F-HRTimeline
Betterment LLC843,473$33.4M0.06%+32,30313F-HRTimeline
Wescott Financial Advisory Group, LLC802,407$31.7M2.46%+40,16313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…787,192$31.5M0.05%+101,00213F-HRTimeline
Tilson Financial Group, Inc.788,526$31.2M8.57%+7,17913F-HRTimeline
Fort Vancouver Investment Management, L…775,331$30.7M14.32%-6,50413F-HRTimeline
Lakeshore Financial Planning, Inc.767,113$30.3M9.76%-164,47613F-HRTimeline
WPWealth LLP754,491$29.8M4.43%-71,18413F-HRTimeline
ACORN CREEK CAPITAL LLC747,506$29.6M9.88%-43,85213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC736,899$29.1M0.01%+121,35413F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.715,031$28.3M3.59%+23,84013F-HR/ATimeline
VeraBank, N.A.710,583$28.1M4.65%+156,48513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC703,973$27.8M16.08%+36,79013F-HRTimeline
Wealth Architects, LLC686,834$27.2M2.14%-9,92813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV676,365$26.7M0.03%+296,04713F-HR/ATimeline
Three Arch Wealth Management LLC652,830$25.8M3.96%+35,25513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding626,262$24.8M+97,276Timeline
Evanson Financial, LLC611,465$24.2M1.18%13F-HRTimeline
Creative Planningin group Creative Planning604,791$23.9M0.01%+22,85713F-HRTimelineGroup
Compass Advisory Group LLC561,619$22.2M5.28%+7,24913F-HRTimeline
Clearstead Advisors, LLC550,562$21.8M0.21%+18,33013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC497,099$19.7M0.02%+225,41513F-HRTimeline
Foundry Financial LLC477,912$18.9M6.37%+50,91313F-HRTimeline
West Financial Advisors, LLC471,407$18.6M2.83%-100,38713F-HRTimeline
Trinity Financial Advisors LLC471,031$18.6M4.79%+8,54113F-HRTimeline
Financial Engines Advisors L.L.C.464,937$18.4M0.03%+23,18113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO448,487$17.8M<0.01%+24,90413F-HRTimelineGroup
Austin Asset Management Co Inc432,061$17.1M2.38%-12713F-HRTimeline
KELLY FINANCIAL GROUP LLC427,276$16.9M3.75%+5,26013F-HRTimeline
Disciplined Investments, LLC426,625$16.9M5.45%+29,00213F-HR/ATimeline
SACHEM HILL LLC425,503$16.8M2.99%-1,75713F-HRTimeline
Burk Holdings LLC397,202$15.7M5.81%+30,08313F-HRTimeline
Advisory Alpha, LLC394,851$15.6M0.38%+22,45213F-HRTimeline
Sterling Wealth Management, Inc.382,903$15.1M3.76%+2,82313F-HRTimeline
BOS Asset Management, LLC381,679$15.1M3.5%+28213F-HRTimeline
Equita Financial Network, Inc.381,015$15.1M4.18%+17,84413F-HRTimeline
Chicago Partners Investment Group LLC372,554$15M0.3%-1,09813F-HRTimeline
Allworth Financial LP377,908$14.9M0.06%+21,56313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.363,491$14.4M4.61%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC382,353$13.7M1.71%013F-HRTimeline
RFG Advisory, LLC340,059$13.4M0.21%+8,16313F-HRTimeline
McKinley Carter Wealth Services, Inc.338,555$13.4M0.69%+25,91813F-HRTimeline
Navigate Wealth Management, LLC318,313$12.7M7.88%+27,17613F-HRTimeline
Pillar Financial Advisors, LLC321,024$12.7M6.64%+21,44913F-HRTimeline
Modera Wealth Management, LLC320,229$12.7M0.14%+143,36213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC318,423$12.6M1.03%+23,19513F-HRTimeline
TCI Wealth Advisors, Inc.307,093$12.1M0.53%+12,37313F-HRTimeline
Cambridge Investment Research Advisors,…304,563$12M0.03%+83,49113F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.304,363$12M2.81%+17,47913F-HRTimeline
Level Financial Advisors302,324$12M2.67%+11,74713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC300,749$11.9M1.35%+51,90913F-HRTimeline
Gemmer Asset Management LLC300,648$11.9M0.8%+15,82513F-HRTimeline
Golden Bell Financial Planning LLC282,956$11.2M8.23%+7,59613F-HRTimeline
SAX WEALTH ADVISORS, LLC311,098$11.1M0.45%+22,95413F-HRTimeline
FinDec Wealth Services, Inc.276,532$10.9M12.92%-8,49513F-HRTimeline
Private Advisory Group LLC272,639$10.8M0.6%new13F-HRTimeline
WJ Wealth Management, LLC265,332$10.5M4.14%+26,72313F-HRTimeline
Prudent Man Investment Management, Inc.301,855$10.3M3.52%-3,02613F-HRTimeline
Mustard Seed Financial, LLC259,655$10.3M5.33%+36,80713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp257,927$10.2M0.17%+24,47013F-HRTimelineGroup
Ruedi Wealth Management, Inc.255,378$10.1M2.37%-4,81613F-HRTimeline
MML INVESTORS SERVICES, LLC250,031$9.89M0.02%+23,44913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.243,503$9.63M0.01%+29,87013F-HRTimelineGroup
VANCE WEALTH, LLC235,682$9.32M2.1%+8,37613F-HRTimeline
Longview Financial Advisors LLC233,381$9.23M4.56%+4,36813F-HRTimeline
Waverly Advisors, LLC221,536$8.76M0.05%-3,52913F-HRTimeline
Cordant, Inc.219,106$8.66M3.12%+9,67213F-HRTimeline
Perigon Wealth Management, LLC210,479$8.32M0.13%+189,96613F-HRTimeline
BFSG, LLC210,183$8.31M0.74%+8,03813F-HRTimeline
Farther Finance Advisors, LLC208,322$8.24M0.06%+44,93013F-HRTimeline
CPA Asset Management Group, LLC205,170$8.11M2.34%new13F-HRTimeline
BIP Wealth, LLC197,090$7.79M0.22%+43,39113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS193,131$7.64M2.98%+27,26213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,357$7.49M0.01%-2,84713F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC184,091$7.28M1.23%+9,49713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC181,231$7.24M0.95%+12,33313F-HRTimeline
Johnson Wealth Management, LLC180,888$7.15M3.03%+6,20713F-HRTimeline
NewEdge Advisors, LLC175,267$6.93M0.02%-6,31813F-HRTimeline
Elser Financial Planning, Inc174,653$6.91M0.3%+14,08113F-HRTimeline
Redwood Park Advisors LLC170,065$6.72M4.85%+15,34913F-HRTimeline
GEM Asset Management, LLC166,201$6.57M2.59%+11,77613F-HRTimeline
LRI Investments, LLC157,462$6.23M0.5%-6,77113F-HRTimeline
Sequoia Financial Advisors, LLC156,816$6.2M0.03%-44,72713F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.156,146$6.17M1.86%-5,66413F-HRTimeline
PINNEY & SCOFIELD, INC.155,964$6.17M3.01%+6,51113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC154,974$6.13M3.5%+13,32013F-HRTimeline
Arax Advisory Partners147,749$5.84M0.04%+46,13813F-HRTimeline
Mills Wealth Advisors LLC143,822$5.69M1.79%+21,56013F-HRTimeline
First Financial Group Corp140,737$5.56M4.02%+3,74613F-HRTimeline
McCartney Wealth Management LLC139,676$5.52M4.19%+3,75413F-HRTimeline
American Investment Services, Inc.136,747$5.41M1.14%+6,69513F-HRTimeline
Vawter Financial, Ltd.134,315$5.31M2%-5,30413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…133,894$5.29M0.1%+10,54413F-HRTimelineGroup
Gradient Capital Advisors, LLC133,859$5.29M1.23%+5,20313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,049$5.14M<0.01%-17,48513F-HRTimelineGroup
DBK Financial Counsel, LLC127,313$5.03M4.22%-1,84113F-HRTimeline
ADVISORTRUST PARTNERS, LLC126,678$5.01M1.71%new13F-HRTimeline
Sprinkle Financial Consultants LLC124,514$4.92M1.93%-2,70013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.124,011$4.9M1.5%+4,54313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC123,649$4.89M0.06%new13F-HRTimelineGroup
PKS Advisory Services, LLC121,791$4.82M0.77%+17,15213F-HRTimeline
Glass Jacobson Investment Advisors llc121,175$4.79M1.49%+7,85513F-HRTimeline
Plancorp, LLC119,407$4.78M0.12%-3,35213F-HRTimeline
CLG LLC119,862$4.74M1.04%+7,14913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK119,283$4.72M0.02%+1,76513F-HRTimelineGroup
Composition Wealth, LLC115,681$4.57M0.05%-1,99613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC114,267$4.52M0.03%-55,03413F-HRTimelineGroup
PROFESSIONAL FINANCIAL SOLUTIONS LLC …113,901$4.5M3.5%+15,65913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC113,194$4.48M2.14%+1,72513F-HRTimeline
Cyndeo Wealth Partners, LLC111,907$4.42M0.21%+4,41813F-HRTimeline
BDFS Capital LLC111,277$4.4M1.91%-4,56413F-HRTimeline
Larson Financial Group LLC111,093$4.39M0.12%-47,10813F-HRTimeline
Avidian Wealth Enterprises, LLC111,006$4.39M0.12%+90613F-HRTimeline
Quantinno Capital Management LP110,587$4.37M0.01%+6,83013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC110,012$4.35M0.89%+88413F-HRTimeline
Envision Financial Planning, LLC109,950$4.35M1.41%+14,52013F-HRTimeline
Sage Mountain Advisors LLC106,502$4.21M0.26%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …102,930$4.07M0.08%+4,20413F-HRTimelineGroup
Ponta Wealth Partners, LLC100,683$3.98M2.13%+80,87613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP99,377$3.93M<0.01%new13F-HRTimelineGroup
Summit Wealth Group, LLC99,283$3.93M0.8%-2,79913F-HRTimeline
Compass Financial Group, Inc.98,165$3.88M1.64%+1,29413F-HRTimeline
Apeiron RIA LLC96,480$3.81M0.98%+4,80213F-HRTimeline
Strategent Financial, LLC94,486$3.74M2.15%-39713F-HRTimeline
Francis Financial, Inc.93,491$3.7M0.61%-24,46613F-HRTimeline
Financial Harvest, LLC93,071$3.68M1.52%+16,47113F-HRTimeline
City State Bank89,881$3.55M0.81%+5,70513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…86,988$3.44M0.46%+24,32913F-HRTimeline
Disciplined Investors, L.L.C.85,355$3.37M1.69%+26,34613F-HRTimeline
Investmark Advisory Group LLC84,408$3.34M1.27%+613F-HRTimeline
Vantage Point Financial LLC83,349$3.3M1.01%-2,27613F-HRTimeline
Parkwoods Wealth Partners, LLC82,407$3.26M0.52%+53,47713F-HRTimeline
Ferguson Johnson Wealth Management Inc81,283$3.21M2.34%+19,68513F-HRTimeline
Strategic Investment Solutions, Inc. /IL80,610$3.19M0.73%+5,22113F-HRTimeline
STALEY CAPITAL ADVISERS INC78,904$3.12M0.12%+9,91013F-HRTimeline
Pine Harbor Wealth Management, LLC76,792$3.04M0.81%-97813F-HRTimeline
E6 Portfolios, LLC75,715$2.99M2.39%+2,74213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV75,531$2.99M0.59%+9,73313F-HRTimeline
Qube Research & Technologies Ltd74,201$2.93M<0.01%-25,25613F-HRTimeline
Clear Creek Financial Management, LLC72,319$2.86M0.18%+9,58913F-HRTimeline
Wilkerson Advisory Group LLC68,294$2.7M0.83%+4,83113F-HRTimeline
Vannoy Advisory Group, Inc.68,019$2.69M1.52%-3,37613F-HRTimeline
Factor Wealth Management LTD67,402$2.67M0.4%-8,91613F-HRTimeline
Merit Financial Group, LLC66,251$2.62M0.02%-3,26913F-HR/ATimeline
Porter White Investment Advisors, Inc.66,124$2.61M1.01%-45113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.65,576$2.59M0.13%+45213F-HRTimelineGroup
Sanctuary Advisors, LLC64,210$2.54M0.01%-2,50113F-HRTimeline
Integras Partners LLC62,924$2.49M1.37%-61713F-HRTimeline
M Holdings Securities, Inc.59,989$2.38M0.33%-35,29313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC58,053$2.3M0.01%-5,56613F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.56,415$2.23M0.32%-1,16913F-HRTimeline
SC&H Financial Advisors, Inc.55,493$2.19M0.29%-2,74613F-HRTimeline
HARBOUR INVESTMENTS, INC.54,394$2.15M0.03%+4,92213F-HRTimeline
LifeSteps Financial, Inc.53,573$2.12M0.99%+25,13413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,437$2.07M0.01%+3,83613F-HRTimelineGroup
B&D White Capital Company, LLC50,366$1.99M0.2%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,004$1.98M0.01%-1,81413F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC49,996$1.98M0.42%-549,60413F-HRTimeline
Drucker Wealth 3.0, LLC49,007$1.94M0.31%-8,08113F-HRTimeline
L.K. Benson & Company, P.C.48,292$1.91M0.58%+17213F-HRTimeline
Berger Financial Group, Inc48,235$1.91M0.1%-1,46213F-HRTimeline
AIRE ADVISORS, LLC47,250$1.87M0.3%-7,07213F-HRTimeline
Cannon Financial Strategists, Inc.46,722$1.85M0.21%+20713F-HRTimeline
Lauer Wealth, LLC45,110$1.81M1.23%+39,36013F-HRTimeline