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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

292 managers (296 13F filers) reported a position in DFLV shares at 2025-06-30, 99,038,943 shares in all. 33 filers opened a position and 11 filers sold out during the quarter.

Managers
292
13F filers
296
New
33
Added
170
Reduced
56
Sold out
11
Shares held by filers
99,038,943

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
McGrath & Associates, Inc.17,548$544K0.89%+1,07313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,310$537K0.02%-4,41913F-HRTimelineGroup
Parkwoods Wealth Partners, LLC16,816$522K0.3%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,788$521K0.04%013F-HRTimeline
Parkshore Wealth Management, Inc.16,428$510K0.25%+27213F-HRTimeline
Foundation Wealth Management, LLC\PA16,281$505K0.22%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,845$492K0.31%-2,49213F-HRTimeline
Formidable Asset Management, LLC15,865$485K0.08%013F-HRTimeline
EQ WEALTH ADVISORS, LLC14,831$460K0.31%-133,31013F-HRTimeline
Triad Wealth Partners, LLC14,721$457K0.09%+7,97613F-HRTimeline
CFS Investment Advisory Services, LLC14,605$453K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,508$450K<0.01%+2,87713F-HR/ATimelineGroup
Wingate Wealth Advisors, Inc.14,376$446K0.4%+6713F-HRTimeline
IFP Advisors, Inc14,364$446K0.01%-1,95213F-HRTimeline
Asset Dedication, LLC14,335$445K0.03%+6013F-HRTimeline
Sensible Money, LLC14,335$445K0.17%+6013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,251$443K0.04%new13F-HRTimeline
TAGStone Capital, Inc.13,365$419K0.17%+59613F-HRTimeline
Werba Rubin Papier Wealth Management13,496$419K0.08%-19713F-HRTimeline
WARNER FINANCIAL, INC12,660$393K0.16%+5913F-HRTimeline
SYM FINANCIAL Corp12,497$388K0.04%-7713F-HRTimeline
Quadcap Wealth Management, LLC12,305$382K0.05%+12213F-HRTimeline
Oder Investment Management, LLC11,994$372K0.28%+4,14613F-HRTimeline
Tortoise Investment Management, LLC11,807$366K0.03%-3,63013F-HRTimeline
PBMares Wealth Management LLC11,766$365K0.07%+3,03513F-HRTimeline
Cloud Capital Management, LLC11,678$363K0.23%+9,09313F-HRTimeline
RCS Financial Planning, LLC11,419$354K0.18%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,410$354K0.07%+3,52113F-HRTimeline
Dynamic Advisor Solutions LLC10,916$339K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,880$337K0.18%+2,95513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska10,636$329K0.04%new13F-HRTimelineGroup
RB Capital Management, LLC10,528$327K0.07%+43113F-HRTimeline
ABLE Financial Group, LLC10,391$322K0.08%new13F-HRTimeline
Sigma Planning Corp9,847$305K0.01%new13F-HRTimeline
Strathmore Capital Advisors, Inc.9,644$304K0.13%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,698$301K0.02%013F-HRTimelineGroup
Canvas Wealth Advisors, LLC9,389$299K0.06%013F-HRTimeline
RAM Investment Partners, LLC9,351$290K0.06%-76213F-HRTimeline
GeoWealth Management, LLC9,301$289K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,275$288K+10Timeline
Aurelius Family Office LLC9,115$283K0.13%-2913F-HRTimeline
KEB ASSET MANAGEMENT, LLC8,467$263K0.07%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,045$250K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,870$244K<0.01%new13F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.7,868$244K0.16%+313F-HRTimeline
CAPITAL ADVISORS INC/OK7,844$243K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,598$236K<0.01%+3,24313F-HRTimelineGroup
Vise Technologies, Inc.7,536$234K0.01%13F-HRTimeline
Wealthstream Advisors, Inc.7,225$224K0.04%+3413F-HRTimeline
McClarren Financial Advisors, Inc.7,144$222K0.14%+2,00713F-HRTimeline
Rehmann Capital Advisory Group7,142$222K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,971$216K<0.01%new13F-HRTimelineGroup
Family CFO Inc6,904$214K0.11%013F-HRTimeline
Pacific Asset Management, LLC6,650$206K0.17%+1913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,487$201K0.01%-6,26513F-HRTimelineGroup
VSM Wealth Advisory, LLC5,811$180K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC5,507$171K<0.01%+3,90213F-HRTimelineGroup
Qube Research & Technologies Ltd5,105$158K<0.01%+4,21113F-HRTimeline
Parkworth Wealth Management, Inc.4,848$150K0.11%new13F-HRTimeline
AlphaCore Capital LLC3,894$121K<0.01%+513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,242$101K<0.01%+2,21113F-HRTimelineGroup
AdvisorNet Financial, Inc3,163$98.1K0.01%+1513F-HRTimeline
Steward Partners Investment Advisory, L…2,907$90.2K<0.01%-34,75413F-HRTimeline
S.A. Mason LLC2,853$88.5K0.04%013F-HRTimeline
McIlrath & Eck, LLC2,409$74.7K0.01%+5413F-HRTimeline
Parkside Financial Bank & Trust2,109$65.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,977$61.3K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,850$57.4K<0.01%013F-HRTimelineGroup
Addison Advisors LLC1,810$56.1K0.01%-1,97513F-HRTimeline
AE Wealth Management LLC1,742$54K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,738$53.8K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,572$48.8K<0.01%-24813F-HRTimelineGroup
DecisionPoint Financial, LLC1,207$38K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,089$33.8K0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,043$32.4K0.02%+11413F-HRTimeline
Topsail Wealth Management, LLC958$29.7K0.01%013F-HRTimeline
Providence Capital Advisors, LLC849$26.3K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC727$22.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…700$21.7K<0.01%-70613F-HRTimelineGroup
Signature Resources Capital Management,…651$20.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.610$18.9K0.01%+9313F-HRTimeline
HARBOUR INVESTMENTS, INC.600$18.6K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC530$16.4K0.01%+213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC378$11.7K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC359$11.1K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.240$7.21K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners164$5.1K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC55$1.71K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC35$1.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC58$1K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6$187<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.