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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

271 managers (273 13F filers) reported a position in DFLV shares at 2025-03-31, 89,006,029 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
271
13F filers
273
New
23
Added
173
Reduced
48
Sold out
11
Shares held by filers
89,006,029

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wingate Wealth Advisors, Inc.14,309$437K0.5%+5913F-HRTimeline
Asset Dedication, LLC14,275$436K0.04%+5313F-HRTimeline
Sensible Money, LLC14,275$436K0.19%-1513F-HRTimeline
Seneschal Advisors, LLC14,124$432K0.37%+67013F-HRTimeline
Werba Rubin Papier Wealth Management13,693$419K0.09%-10,75213F-HRTimeline
Willow Creek Wealth Management Inc.12,804$391K0.04%+18413F-HRTimeline
TAGStone Capital, Inc.12,769$390K0.19%-1213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,752$390K0.01%+12,31413F-HRTimelineGroup
WARNER FINANCIAL, INC12,601$385K0.17%+5213F-HRTimeline
SYM FINANCIAL Corp12,574$384K0.05%013F-HRTimeline
Quadcap Wealth Management, LLC12,183$372K0.05%-22513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,631$356K<0.01%+2,14313F-HR/ATimelineGroup
RCS Financial Planning, LLC11,419$349K0.18%013F-HRTimeline
Quantinno Capital Management LP11,389$348K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,516$321K0.02%013F-HRTimelineGroup
RAM Investment Partners, LLC10,113$309K0.08%+1,28513F-HRTimeline
RB Capital Management, LLC10,097$309K0.08%+2,03613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,698$296K0.02%-52713F-HRTimelineGroup
GeoWealth Management, LLC9,301$284K0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,265$283K+9Timeline
Aurelius Family Office LLC9,144$280K0.14%-16,92213F-HRTimeline
PBMares Wealth Management LLC8,731$267K0.05%+19913F-HRTimeline
Canvas Wealth Advisors, LLC9,389$266K0.07%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC8,467$259K0.07%-3,26813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,925$242K0.15%+6,03513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,889$241K0.05%+2713F-HRTimeline
Mullaney, Keating & Wright, Inc.7,865$240K0.16%+213F-HRTimeline
Oder Investment Management, LLC7,848$240K0.2%new13F-HRTimeline
Fortress Wealth Management, Inc.7,484$229K0.12%new13F-HRTimeline
Wealthstream Advisors, Inc.7,191$220K0.04%+3013F-HRTimeline
Rehmann Capital Advisory Group7,142$218K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.5,137$216K0.14%-1,91813F-HRTimeline
Family CFO Inc6,904$211K0.12%013F-HRTimeline
Triad Wealth Partners, LLC6,745$206K0.06%new13F-HRTimeline
Pacific Asset Management, LLC6,631$203K0.18%new13F-HRTimeline
MATAURO, LLC6,603$202K0.04%new13F-HRTimeline
Johnson Financial Group, LLC6,561$201K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC5,811$178K0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,355$133K<0.01%+49913F-HRTimelineGroup
AlphaCore Capital LLC3,889$119K0.01%new13F-HRTimeline
Addison Advisors LLC3,785$116K0.03%013F-HRTimeline
AdvisorNet Financial, Inc3,148$96.2K0.01%+1313F-HRTimeline
Avondale Wealth Management3,019$92.3K0.06%+22513F-HRTimeline
S.A. Mason LLC2,853$87.2K0.05%013F-HRTimeline
Cloud Capital Management, LLC2,585$79K0.06%13F-HRTimeline
McIlrath & Eck, LLC2,355$72K0.01%+913F-HRTimeline
Parkside Financial Bank & Trust2,109$64.5K0.01%+99913F-HRTimeline
Paladin Advisory Group, LLC2,009$61.4K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,850$56.6K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,820$55.6K<0.01%-9513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,756$53.7K<0.01%+50613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,605$49K<0.01%+1,45413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,406$43K<0.01%-2,56113F-HRTimelineGroup
DecisionPoint Financial, LLC1,207$36.9K0.01%+79213F-HRTimeline
Cherry Tree Wealth Management, LLC1,089$33.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,031$31.5K<0.01%new13F-HRTimelineGroup
Topsail Wealth Management, LLC958$29.3K0.01%013F-HRTimeline
Global Trust Asset Management, LLC929$28.4K0.02%-12513F-HRTimeline
Qube Research & Technologies Ltd894$27.3K<0.01%-1,60513F-HRTimeline
Clearstead Advisors, LLC727$22.2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…651$19.9K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$18.3K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC528$16.1K0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.517$15.8K<0.01%+8013F-HRTimeline
TruNorth Capital Management, LLC359$11K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.240$7.21K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners164$5.03K<0.01%-46113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.81$2.18K<0.01%-70913F-HRTimelineGroup
Medallion Wealth Advisors, LLC35$1.07K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC42$540K-17,93013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.