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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

397 managers (399 13F filers) reported a position in DFLV shares at 2026-06-30, 140,730,210 shares in all. 49 filers opened a position and 16 filers sold out during the quarter.

Managers
397
13F filers
399
New
49
Added
202
Reduced
110
Sold out
16
Shares held by filers
140,730,210

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
Lauer Wealth, LLC45,110$1.81M1.23%+39,36013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,477$1.76M<0.01%+1,12313F-HRTimeline
Zhang Financial LLC44,426$1.76M0.05%-2,54713F-HRTimeline
Vestmark Advisory Solutions, Inc.44,110$1.74M0.02%-1,19513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,810$1.73M<0.01%+1,31413F-HRTimelineGroup
Formidable Asset Management, LLC46,773$1.67M0.27%+13,16813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.41,041$1.62M0.31%-28313F-HRTimeline
RETIREMENT GUYS FORMULA LLC40,272$1.59M0.6%-2,09013F-HRTimeline
PCA Investment Advisory Services Inc.39,650$1.57M0.44%-2,64913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP39,450$1.56M<0.01%new13F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.37,428$1.48M1.21%-2,42113F-HRTimeline
Aegis Wealth Management LLC36,405$1.44M0.68%+4,37813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.36,199$1.43M0.12%-713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,400$1.4M<0.01%-39,50013F-HRTimeline
Infinity Wealth Counsel, LLC34,994$1.38M1.12%+7,56513F-HRTimeline
COWA, LLC34,113$1.35M0.34%+52513F-HRTimeline
Disciplined Equity Management, Inc.33,950$1.34M0.59%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,689$1.33M<0.01%+7,23013F-HRTimelineGroup
Savvy Advisors, Inc.33,131$1.31M0.03%-1,75013F-HRTimeline
CURIO WEALTH, LLC32,452$1.28M0.4%-32113F-HRTimeline
Emprise Bank32,248$1.28M0.47%013F-HRTimeline
Bridgewater Advisors Inc.30,630$1.26M0.07%013F-HRTimeline
TruNorth Capital Management, LLC31,577$1.25M0.2%new13F-HRTimeline
Wolfstich Capital, LLC30,907$1.23M0.95%-33,94913F-HRTimeline
Samalin Investment Counsel, LLC30,694$1.21M0.39%-59013F-HRTimeline
Eldridge Investment Advisors, Inc.30,008$1.19M0.24%-63,61213F-HRTimeline
Oceanside Advisors LLC29,828$1.18M0.6%-40713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP29,805$1.18M0.01%+8,27413F-HRTimeline
Triangle Securities Wealth Management29,373$1.16M0.23%+12,29813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterling Financial Planning, Inc.29,060$1.15M0.31%+68513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC28,881$1.14M0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,845$1.14M<0.01%+8,14313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management28,530$1.13M0.03%-2,52413F-HRTimelineGroup
CHOREO, LLC28,331$1.12M0.01%+2,57113F-HRTimeline
Forum Finance Group S.A.32,891$1.05M0.38%+6,14013F-HRTimeline
Cogent Private Wealth, Inc.25,652$1.01M0.63%+6,94713F-HRTimeline
Oder Investment Management, LLC25,513$1.01M0.68%+1,80413F-HRTimeline
Seneschal Advisors, LLC24,840$982K0.67%-19113F-HRTimeline
Dorsey & Whitney Trust CO LLC24,732$978K0.05%+31413F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…24,585$972K0.4%+12,96713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,085$952K<0.01%+3,51213F-HRTimelineGroup
Long Island Wealth Management, Inc.23,596$933K0.39%+1,45013F-HRTimeline
Fortis Capital Management LLC23,513$930K0.1%-4,53913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,757$900K0.02%new13F-HRTimelineGroup
Approach Retirement Advisors, LLC22,652$896K0.65%+313F-HRTimeline
Ocean Park Asset Management, LLC21,300$842K0.04%013F-HRTimeline
IFP Advisors, Inc20,791$822K0.01%-6,46713F-HRTimeline
Pacific Asset Management, LLC20,675$817K0.4%+92213F-HRTimeline
McGrath & Associates, Inc.20,460$809K1.05%-31,12913F-HRTimeline
Waterloo Capital, L.P.20,411$807K0.05%-822,77913F-HRTimeline
Washington Trust Advisors, Inc.20,125$796K0.06%+4913F-HRTimeline
Fortitude Family Office, LLC20,110$795K0.16%-2,40213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,946$789K0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC19,316$764K0.11%013F-HRTimeline
WorthPointe, LLC19,139$757K0.19%+3,08613F-HRTimeline
Tortoise Investment Management, LLC18,807$744K0.06%013F-HRTimeline
IFG Advisory, LLC18,775$742K0.03%new13F-HRTimeline
Cloud Capital Management, LLC18,681$738K0.27%+5213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD18,503$732K0.3%+3,01213F-HRTimeline
OPTIMA CAPITAL LLC18,500$731K0.29%013F-HRTimeline
Parkshore Wealth Management, Inc.18,239$721K0.21%-75013F-HRTimeline
Everest Financial Group LLC17,324$685K0.09%+6013F-HRTimeline
TRB Wealth Management, LLC16,872$667K0.09%+7,21913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,788$664K0.04%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska16,696$660K0.06%+50213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC16,606$657K0.05%-10,42813F-HRTimeline
TAGStone Capital, Inc.16,489$652K0.21%+1013F-HRTimeline
Opus Financial Solutions LLC16,452$651K0.52%+93513F-HRTimeline
Momentous Wealth Management, Inc.16,118$637K0.33%-3,68913F-HRTimeline
Vistica Wealth Advisors, LLC16,081$636K0.55%-6,95513F-HRTimeline
Compound Planning, Inc.16,055$635K0.02%+5,86213F-HRTimeline
Strathmore Capital Advisors, Inc.15,732$633K0.17%+64013F-HRTimeline
EASTERN BANK15,764$623K0.01%-3,38213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,535$614K0.07%+12513F-HRTimeline
Clark Asset Management, LLC15,270$604K0.05%+413F-HRTimeline
Private Advisor Group, LLC15,194$601K<0.01%-111,21013F-HRTimeline
CogentBlue Wealth Advisors, LLC15,177$600K0.34%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO15,040$595K0.05%+7913F-HRTimeline
Sensible Money, LLC14,818$586K0.16%+4813F-HRTimeline
Wingate Wealth Advisors, Inc.14,603$577K0.25%+5313F-HRTimeline
180 WEALTH ADVISORS, LLC14,566$576K0.06%new13F-HRTimeline
Asset Dedication, LLC14,538$575K0.04%+4713F-HRTimeline
Foundation Wealth Management, LLC\PA14,537$575K0.17%-38913F-HRTimeline
EQ WEALTH ADVISORS, LLC14,473$572K0.31%+413F-HRTimeline
WARNER FINANCIAL, INC14,430$571K0.17%+5213F-HRTimeline
Mesirow Financial Investment Management…14,127$559K0.01%+5,01813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,098$557K<0.01%+6,76813F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC13,879$549K0.09%+2,94313F-HRTimeline
McClarren Financial Advisors, Inc.10,976$530K0.27%+2813F-HRTimeline
RB Capital Management, LLC13,349$528K0.1%+1,02713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.12,845$508K0.27%-1,50013F-HRTimeline
CFS Investment Advisory Services, LLC12,787$508K0.03%013F-HRTimeline
Prosperity Advisers, LLC12,682$501K0.36%+3,69713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,567$497K<0.01%+2,75813F-HRTimelineGroup
SYM FINANCIAL Corp12,497$494K0.04%013F-HRTimeline
Tillman Hartley LLC12,091$478K0.11%new13F-HRTimeline
RCS Financial Planning, LLC11,633$460K0.22%013F-HRTimeline
MFA Wealth Services11,401$451K0.27%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,359$449K0.06%+41313F-HRTimeline
Canvas Wealth Advisors, LLC10,913$432K0.06%+1,00013F-HRTimeline
Investment Advisory Group, LLC10,833$428K0.09%+113F-HRTimeline
Donalies Financial Planning, LLC10,781$426K0.31%+1,66913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,735$424K<0.01%+10,57513F-HRTimelineGroup
Quadcap Wealth Management, LLC10,631$420K0.04%+2,17613F-HRTimeline
Twin Cities Retirement Group LLC10,401$411K0.35%-34013F-HRTimeline
55 North Private Wealth, LLC10,172$402K0.08%-1913F-HRTimeline
Valued Wealth Advisors LLC10,139$401K0.15%+25913F-HRTimeline
Dynamic Advisor Solutions LLC10,135$401K0.01%+1,12913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK9,955$394K0.18%+1,31013F-HRTimeline
Austin Wealth Management, LLC9,814$392K0.08%+23013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,755$386K0.18%new13F-HRTimeline
Summit Financial, LLC9,493$375K<0.01%+2913F-HRTimeline
BCO Wealth Management LLC9,315$368K0.2%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,309$368K+8Timeline
GeoWealth Management, LLC9,301$368K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,225$365K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC9,123$361K0.07%-11213F-HRTimeline
Western Wealth Management, LLC9,122$361K0.01%+2,63213F-HRTimeline
Mullaney, Keating & Wright, Inc.9,109$360K0.17%+613F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,067$359K0.15%+2,24613F-HRTimeline
AlphaStar Capital Management, LLC8,930$353K0.02%new13F-HRTimeline
Squire Investment Management Company, L…8,790$348K0.08%new13F-HRTimeline
Atria Investments, Inc8,619$341K<0.01%new13F-HRTimeline
TrustWell Financial Advisors, LLC8,609$340K0.29%013F-HRTimeline
Aurelius Family Office LLC8,591$340K0.13%-2713F-HRTimeline
Kane Co Wealth Management, Inc.8,533$337K0.26%-20613F-HRTimeline
Triad Wealth Partners, LLC8,038$329K0.02%-2,84813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,237$326K0.03%+3113F-HRTimelineGroup
CALTON & ASSOCIATES, INC.8,170$323K0.05%+1,48113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,754$307K0.02%+2813F-HRTimeline
XY Planning Network, Inc.7,347$291K0.04%new13F-HRTimeline
ABLE Financial Group, LLC7,205$285K0.05%-10313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,204$285K<0.01%new13F-HRTimeline
Florida Trust Wealth Management Co6,827$270K0.01%-5,49013F-HRTimeline
Haven Private, LLC6,790$268K0.1%-3,10513F-HRTimeline
Everhart Financial Group, Inc.6,661$263K0.02%-7,22613F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,566$260K0.01%new13F-HRTimeline
Mutual Advisors, LLC6,405$253K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC6,104$252K0.09%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,369$252K<0.01%013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC6,314$250K<0.01%new13F-HRTimeline
RAM Investment Partners, LLC6,301$249K0.04%+24913F-HRTimeline
Pioneer Wealth Management Group6,276$248K0.06%013F-HRTimeline
Fonville Wealth Management LLC6,145$243K0.04%013F-HRTimeline
Wealthspire Advisors, LLC6,117$242K<0.01%new13F-HRTimeline
Lutz Financial Services LLC5,972$236K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC5,915$235K0.01%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,915$234K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,819$230K<0.01%-86913F-HRTimelineGroup
VSM Wealth Advisory, LLC5,811$230K0.06%new13F-HRTimeline
Balefire, LLC5,807$230K0.04%013F-HRTimeline
HUB Investment Partners, LLC5,699$225K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,656$224K<0.01%new13F-HRTimelineGroup
Larry Mathis Financial Planning, LLC5,587$221K0.17%new13F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,533$219K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,462$216K<0.01%new13F-HRTimelineGroup
Nuveen, LLCin group TIAA5,329$211K<0.01%new13F-HRTimelineGroup
Rockwood Wealth Management, LLC5,215$206K0.01%new13F-HRTimeline
Independent Wealth Advisors LLC5,197$205K0.19%new13F-HRTimeline
Innovative Asset Advisors Group, LLC4,386$173K0.08%-47213F-HRTimeline
Global Retirement Partners, LLC4,076$161K<0.01%13F-HRTimeline
AlphaCore Capital LLC3,910$155K<0.01%+413F-HRTimeline
DecisionPoint Financial, LLC3,405$135K0.02%+69213F-HRTimeline
AdvisorNet Financial, Inc3,163$125K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC3,089$122K0.09%+2,21513F-HRTimeline
FMR LLCin group FMR LLC2,650$105K<0.01%-28313F-HRTimelineGroup
Parkside Financial Bank & Trust1,934$76.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,753$69.3K<0.01%-1,15313F-HRTimeline
BARRETT & COMPANY, INC.1,617$63.9K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,601$63.3K<0.01%-113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,415$56K0.01%new13F-HRTimeline
Addison Advisors LLC1,185$46.9K0.02%013F-HRTimeline
CENTRAL TRUST Co1,155$45.7K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,146$45.3K<0.01%-113F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,131$44.7K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,096$43.3K0.01%+12213F-HRTimeline
Rossby Financial, LCC1,084$42.9K0.01%+413F-HRTimeline
Glassman Wealth Services1,000$39.5K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC958$37.9K<0.01%013F-HRTimeline
Atomic Invest LLC953$37.8K<0.01%-213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC851$33.6K0.01%013F-HRTimeline
Providence Capital Advisors, LLC849$33.6K0.01%013F-HRTimeline
MASECO LLP785$31K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners669$26.4K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…651$25.7K0.01%013F-HRTimeline
Global Trust Asset Management, LLC398$15.7K<0.01%013F-HRTimeline
Creative Capital Management Investments…331$13.1K<0.01%new13F-HRTimeline
SHP Wealth Management230$9.09K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…206$8.13K<0.01%-1913F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC160$6.33K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC141$5.58K<0.01%013F-HRTimelineGroup
Corsicana & Co.71$2.81K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC52$2.06K<0.01%+1713F-HRTimeline
LAM GROUP, INC.50$1.98K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC43$1.7K<0.01%-22813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$15<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners14$00%new13F-HRTimelineValue filed as zero, left out of ratios.