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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

307 managers (310 13F filers) reported a position in DFLV shares at 2025-09-30, 104,411,535 shares in all. 31 filers opened a position and 11 filers sold out during the quarter.

Managers
307
13F filers
310
New
31
Added
190
Reduced
53
Sold out
11
Shares held by filers
104,411,535

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Infinity Wealth Counsel, LLC21,284$700K0.68%+73513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,774$683K<0.01%+99813F-HRTimelineGroup
Perigon Wealth Management, LLC20,521$675K0.01%-75413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,461$673K0.02%+3,15113F-HRTimelineGroup
CURIO WEALTH, LLC20,174$664K0.27%-4513F-HRTimeline
Washington Trust Advisors, Inc.19,974$657K0.05%new13F-HRTimeline
OPTIMA CAPITAL LLC18,500$609K0.3%013F-HRTimeline
McGrath & Associates, Inc.17,837$587K0.87%+28913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,572$578K<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,880$555K0.03%+7,18213F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC16,788$552K0.04%013F-HRTimeline
PBMares Wealth Management LLC16,599$546K0.09%+4,83313F-HRTimeline
Parkshore Wealth Management, Inc.16,371$539K0.22%-5713F-HRTimeline
Sanctuary Advisors, LLC15,681$516K<0.01%new13F-HR/ATimeline
Triad Wealth Partners, LLC15,651$515K0.07%+93013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,523$511K<0.01%-5,14913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.15,345$505K0.3%-50013F-HRTimeline
Apeiron RIA LLC15,258$494K0.11%new13F-HRTimeline
My Personal CFO, LLC14,926$491K0.19%new13F-HRTimeline
Foundation Wealth Management, LLC\PA14,926$491K0.19%-1,35513F-HRTimeline
CFS Investment Advisory Services, LLC14,605$483K0.04%013F-HRTimeline
EQ WEALTH ADVISORS, LLC14,642$482K0.32%-18913F-HRTimeline
Wingate Wealth Advisors, Inc.14,440$475K0.33%+6413F-HRTimeline
Asset Dedication, LLC14,392$474K0.03%+5713F-HRTimeline
Sensible Money, LLC14,392$474K0.16%+5713F-HRTimeline
RCS Financial Planning, LLC13,912$458K0.2%+2,49313F-HRTimeline
TAGStone Capital, Inc.13,575$447K0.18%+21013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD13,511$445K0.21%+2,63113F-HRTimeline
Oder Investment Management, LLC13,505$444K0.32%+1,51113F-HRTimeline
McClarren Financial Advisors, Inc.8,909$437K0.27%+1,76513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC12,742$419K0.03%-1,50913F-HRTimeline
WARNER FINANCIAL, INC12,716$418K0.16%+5613F-HRTimeline
IFG Advisory, LLC12,698$418K0.02%new13F-HRTimeline
SYM FINANCIAL Corp12,497$411K0.04%013F-HRTimeline
ENTREWEALTH, LLC12,227$402K0.21%new13F-HRTimeline
Tortoise Investment Management, LLC11,807$388K0.03%013F-HRTimeline
Cloud Capital Management, LLC11,718$385K0.2%+4013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,423$377K0.06%+1313F-HRTimeline
Sigma Planning Corp11,253$370K0.01%+1,40613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,158$367K0.04%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska11,103$365K0.04%+46713F-HRTimelineGroup
Atria Investments, Inc10,921$359K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC10,916$359K0.01%013F-HRTimeline
RB Capital Management, LLC10,880$358K0.07%+35213F-HRTimeline
Mesirow Financial Investment Management…10,234$337K0.01%new13F-HRTimeline
Strathmore Capital Advisors, Inc.10,172$335K0.14%+52813F-HRTimeline
Canvas Wealth Advisors, LLC9,913$328K0.06%+52413F-HRTimeline
CWM, LLCin group CWM, LLC9,575$315K<0.01%+4,06813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,469$312K<0.01%+1,59913F-HRTimelineGroup
Avior Wealth Management, LLC9,415$310K0.01%-20,35213F-HRTimeline
GeoWealth Management, LLC9,301$306K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,285$305K+10Timeline
Aurelius Family Office LLC8,906$293K0.13%-20913F-HRTimeline
RAM Investment Partners, LLC8,783$289K0.05%-56813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,632$284K<0.01%+1,03413F-HR/ATimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,537$281K0.01%new13F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.8,486$279K0.16%+61813F-HRTimeline
KEB ASSET MANAGEMENT, LLC8,467$279K0.06%013F-HRTimeline
Quadcap Wealth Management, LLC8,459$278K0.03%-3,84613F-HRTimeline
Summit Financial, LLC7,986$263K<0.01%new13F-HRTimeline
LJI Wealth Management, LLC7,859$259K0.05%-24,27113F-HRTimeline
CAPITAL ADVISORS INC/OK7,844$258K<0.01%013F-HRTimeline
ABLE Financial Group, LLC7,729$254K0.06%-2,66213F-HRTimeline
McIlrath & Eck, LLC7,436$245K0.03%+5,02713F-HRTimeline
Pacific Asset Management, LLC7,319$241K0.16%+66913F-HRTimeline
Wealthstream Advisors, Inc.7,257$239K0.04%+3213F-HRTimeline
Long Island Wealth Management, Inc.7,147$235K0.11%new13F-HRTimeline
Rehmann Capital Advisory Group7,142$235K0.01%013F-HRTimeline
Family CFO Inc6,904$227K0.1%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,278$207K0.03%new13F-HRTimeline
Pioneer Wealth Management Group6,276$206K0.07%new13F-HRTimeline
Fonville Wealth Management LLC6,145$202K0.05%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,126$202K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC5,811$191K0.06%013F-HRTimeline
AlphaCore Capital LLC3,898$128K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc3,163$104K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,907$95.6K<0.01%013F-HRTimeline
MAI Capital Management2,326$76.5K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust2,109$69.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,977$65K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,850$60.9K<0.01%013F-HRTimelineGroup
Addison Advisors LLC1,810$59.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,667$54.8K<0.01%+9513F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,276$42K<0.01%new13F-HRTimelineGroup
DecisionPoint Financial, LLC1,207$39.7K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,120$36.8K0.01%+3113F-HRTimeline
Global Trust Asset Management, LLC1,043$34.3K0.02%013F-HRTimeline
Wealthspire Advisors, LLC978$32.2K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC958$31.5K0.01%013F-HRTimeline
Providence Capital Advisors, LLC849$27.9K<0.01%013F-HRTimeline
MASECO LLP785$25.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.761$25K<0.01%+16113F-HRTimeline
Clearstead Advisors, LLC727$23.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…680$22.4K<0.01%-2013F-HRTimelineGroup
Signature Resources Capital Management,…651$21.4K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.613$20.2K0.01%+313F-HRTimeline
Nalls Sherbakoff Group, LLC533$17.5K0.01%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…407$13.4K<0.01%-2,83513F-HRTimelineGroup
TruNorth Capital Management, LLC359$11.8K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.240$7.21K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180$5.92K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners164$5.41K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC55$1.81K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC35$1.15K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC59$1K<0.01%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC28$921<0.01%-35013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6$200<0.01%013F-HRTimeline