Skip to content
Disclosery

DFLV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

264 managers (265 13F filers) reported a position in DFLV shares at 2024-12-31, 79,076,130 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
264
13F filers
265
New
21
Added
137
Reduced
42
Sold out
8
Shares held by filers
79,076,130

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Willow Creek Wealth Management Inc.12,620$379K0.04%-21913F-HRTimeline
SYM FINANCIAL Corp12,574$378K0.05%013F-HRTimeline
WARNER FINANCIAL, INC12,549$377K0.16%+6113F-HRTimeline
Quadcap Wealth Management, LLC12,408$373K0.05%+1,69813F-HRTimeline
Tortoise Investment Management, LLC11,787$354K0.04%013F-HR/ATimeline
KEB ASSET MANAGEMENT, LLC11,735$352K0.1%-1,57613F-HRTimeline
Aegis Wealth Management LLC11,508$346K0.23%13F-HRTimeline
RCS Financial Planning, LLC11,419$343K0.18%-23613F-HRTimeline
Quantinno Capital Management LP11,389$342K<0.01%013F-HRTimeline
CHOREO, LLC10,851$326K<0.01%+1,88213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,516$316K0.02%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,225$307K0.02%013F-HRTimelineGroup
Foundation Wealth Management, LLC\PA10,100$303K0.15%13F-HRTimeline
Strathmore Capital Advisors, Inc.10,025$301K0.22%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,488$285K<0.01%-21,65113F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,428$283K<0.01%+2,76513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,256$278K+10Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,248$278K<0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC9,096$273K0.12%new13F-HRTimeline
RAM Investment Partners, LLC8,828$265K0.07%new13F-HRTimeline
PBMares Wealth Management LLC8,532$256K0.05%013F-HRTimeline
SCRATCH CAPITAL LLC8,521$256K0.31%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,426$253K<0.01%-57513F-HRTimeline
RB Capital Management, LLC8,061$242K0.06%+31313F-HRTimeline
Mullaney, Keating & Wright, Inc.7,863$236K0.16%+213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,862$236K0.05%new13F-HRTimeline
Wealthstream Advisors, Inc.7,161$215K0.04%+3413F-HRTimeline
Rehmann Capital Advisory Group7,142$214K0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.7,055$211K0.59%+7,02513F-HRTimeline
Family CFO Inc6,904$207K0.11%-1,55613F-HRTimeline
VSM Wealth Advisory, LLC5,811$175K0.06%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,967$119K0.01%+2,78213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,856$116K<0.01%-1,38313F-HR/ATimelineGroup
Addison Advisors LLC3,785$114K0.03%+3,13013F-HRTimeline
AdvisorNet Financial, Inc3,135$94.1K0.01%+2,33513F-HRTimeline
S.A. Mason LLC2,853$85.7K0.04%013F-HRTimeline
Avondale Wealth Management2,794$83.9K0.05%013F-HRTimeline
Qube Research & Technologies Ltd2,499$75K<0.01%-65413F-HRTimeline
McIlrath & Eck, LLC2,346$70.4K0.01%+1213F-HRTimeline
Paladin Advisory Group, LLC2,009$60.3K0.05%013F-HRTimeline
FMR LLCin group FMR LLC1,915$57.5K<0.01%-6813F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD1,890$56.8K0.03%+21213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,850$55.6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,827$54.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,250$37.5K<0.01%-73513F-HRTimelineGroup
Parkside Financial Bank & Trust1,110$33.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,089$32.7K0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,054$31.7K0.01%-1,00013F-HRTimeline
Topsail Wealth Management, LLC958$28.8K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.790$23.9K<0.01%+70913F-HRTimelineGroup
Clearstead Advisors, LLC727$21.8K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…651$19.6K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners625$18.8K<0.01%+313F-HRTimelineGroup
LAM GROUP, INC.610$18.3K0.01%-1013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…438$13.2K<0.01%-3,50613F-HRTimelineGroup
Vermillion Wealth Management, Inc.437$13.1K0.01%13F-HRTimeline
DecisionPoint Financial, LLC415$12.5K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC359$10.8K<0.01%013F-HRTimeline
AE Wealth Management LLC275$8.26K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.240$7.21K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC151$5K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC128$3.84K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC35$1.05K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.