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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

348 managers (350 13F filers) reported a position in DFLV shares at 2025-12-31, 120,978,706 shares in all. 33 filers opened a position and 15 filers sold out during the quarter.

Managers
348
13F filers
350
New
33
Added
195
Reduced
68
Sold out
15
Shares held by filers
120,978,706

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EASTERN BANK32,122$1.1M0.02%-35,49713F-HRTimeline
Bridgewater Advisors Inc.30,630$1.09M0.07%+1,19613F-HRTimeline
Formidable Asset Management, LLC32,608$1.07M0.16%+5,92713F-HRTimeline
Samalin Investment Counsel, LLC29,624$1.01M0.36%+1,72813F-HRTimeline
Ponta Wealth Partners, LLC28,898$989K0.92%13F-HRTimeline
Parkwoods Wealth Partners, LLC28,866$988K0.29%+2,16513F-HRTimeline
CARDIFF PARK ADVISORS, LLC28,858$987K0.08%-4,42013F-HRTimeline
Aegis Wealth Management LLC28,508$975K0.55%+72213F-HRTimeline
IFP Advisors, Inc27,258$932K0.02%-1,79713F-HRTimeline
Sterling Financial Planning, Inc.27,119$928K0.28%+30313F-HRTimeline
Oceanside Advisors LLC26,916$921K0.56%+1,38413F-HRTimeline
Infinity Wealth Counsel, LLC26,904$920K0.84%+5,62013F-HRTimeline
CHOREO, LLC26,411$911K0.01%+10113F-HRTimeline
Financially in Tune, LLC26,299$900K0.84%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,143$860K0.03%+4,68213F-HRTimelineGroup
Momentous Wealth Management, Inc.25,119$859K0.49%-176,26913F-HRTimeline
Dorsey & Whitney Trust CO LLC24,066$823K0.04%+25113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,926$784K<0.01%-21,31213F-HRTimelineGroup
Approach Retirement Advisors, LLC22,645$775K0.67%13F-HRTimeline
Fortitude Family Office, LLC22,512$770K0.18%013F-HRTimeline
Seneschal Advisors, LLC22,377$766K0.56%-45613F-HRTimeline
Perigon Wealth Management, LLC20,678$707K0.01%+15713F-HRTimeline
CURIO WEALTH, LLC20,378$705K0.25%+20413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,228$692K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.20,027$685K0.05%+5313F-HRTimeline
Cogent Private Wealth, Inc.19,041$651K0.5%13F-HRTimeline
55 North Private Wealth, LLC18,662$638K0.17%13F-HRTimeline
OPTIMA CAPITAL LLC18,500$633K0.27%013F-HRTimeline
McGrath & Associates, Inc.18,381$629K0.89%+54413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,310$626K0.01%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,572$601K<0.01%013F-HRTimelineGroup
Parkshore Wealth Management, Inc.17,438$597K0.22%+1,06713F-HRTimeline
Pacific Asset Management, LLC17,247$590K0.35%+9,92813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,788$574K0.04%013F-HRTimeline
TAGStone Capital, Inc.16,360$560K0.21%+2,78513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,182$554K0.01%new13F-HRTimelineGroup
Opus Financial Solutions LLC15,782$540K0.51%13F-HRTimeline
Larry Mathis Financial Planning, LLC15,751$539K0.48%13F-HRTimeline
Oder Investment Management, LLC15,743$539K0.39%+2,23813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,211$520K<0.01%+6,57913F-HR/ATimelineGroup
SUMMIT WEALTH GROUP LLC / CO14,961$512K0.07%new13F-HRTimeline
Austin Wealth Management, LLC14,489$511K0.08%-8,77213F-HRTimeline
Foundation Wealth Management, LLC\PA14,926$511K0.19%013F-HRTimeline
CFS Investment Advisory Services, LLC14,605$500K0.04%013F-HRTimeline
EQ WEALTH ADVISORS, LLC14,528$497K0.29%-11413F-HRTimeline
Wingate Wealth Advisors, Inc.14,497$496K0.28%+5713F-HRTimeline
Asset Dedication, LLC14,443$494K0.03%+5113F-HRTimeline
Sensible Money, LLC14,443$494K0.16%+5113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.14,345$491K0.28%-1,00013F-HRTimeline
Triad Wealth Partners, LLC14,260$488K0.05%-1,39113F-HRTimeline
RCS Financial Planning, LLC13,912$476K0.21%013F-HRTimeline
WorthPointe, LLC13,852$474K0.12%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD13,770$471K0.22%+25913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,491$462K<0.01%+4,02213F-HRTimelineGroup
McClarren Financial Advisors, Inc.2,161$456K0.27%-6,74813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,299$455K0.03%-3,58113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,829$439K<0.01%-24,05913F-HRTimelineGroup
WARNER FINANCIAL, INC12,766$437K0.15%+5013F-HRTimeline
SYM FINANCIAL Corp12,497$428K0.04%013F-HRTimeline
IFG Advisory, LLC12,455$426K0.02%-24313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,434$423K0.06%+1113F-HRTimeline
Tortoise Investment Management, LLC11,807$404K0.04%013F-HRTimeline
Cloud Capital Management, LLC11,751$402K0.19%+3313F-HRTimeline
HARBOUR INVESTMENTS, INC.11,446$392K0.01%+10,68513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,313$387K0.05%+15513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska11,132$381K0.04%+2913F-HRTimelineGroup
Canvas Wealth Advisors, LLC11,115$380K0.06%+1,20213F-HRTimeline
Twin Cities Retirement Group LLC10,998$376K0.36%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC10,936$374K0.08%+2,46913F-HRTimeline
Investment Advisory Group, LLC10,830$370K0.1%new13F-HRTimeline
Orion Porfolio Solutions, LLC10,789$369K<0.01%new13F-HRTimeline
Strathmore Capital Advisors, Inc.10,586$362K0.12%+41413F-HRTimeline
Clark Asset Management, LLC10,450$357K0.04%new13F-HRTimeline
RB Capital Management, LLC10,282$352K0.07%-59813F-HRTimeline
Summit Financial, LLC9,429$323K<0.01%+1,44313F-HRTimeline
GeoWealth Management, LLC9,301$318K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,293$318K+8Timeline
HRT FINANCIAL LP9,261$316K<0.01%-12,37413F-HRTimeline
FIRST AMERICAN TRUST, FSB9,209$315K0.02%new13F-HRTimeline
Kane Co Wealth Management, Inc.9,188$314K0.28%13F-HRTimeline
RAM Investment Partners, LLC9,149$313K0.06%+36613F-HRTimeline
Donalies Financial Planning, LLC9,112$312K0.27%13F-HRTimeline
Mullaney, Keating & Wright, Inc.9,096$311K0.16%+61013F-HRTimeline
Mesirow Financial Investment Management…9,094$311K0.01%-1,14013F-HRTimeline
Operose Advisors LLC9,058$310K0.07%new13F-HRTimeline
Triangle Securities Wealth Management9,050$310K0.07%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prosperity Advisers, LLC8,984$307K0.25%13F-HRTimeline
Aurelius Family Office LLC8,727$306K0.13%-17913F-HRTimeline
TrustWell Financial Advisors, LLC8,609$295K0.28%13F-HRTimeline
Quadcap Wealth Management, LLC8,512$291K0.03%+5313F-HRTimeline
ABLE Financial Group, LLC7,905$270K0.05%+17613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,832$268K-32,327Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,767$266K<0.01%-16,99413F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,697$263K0.02%-5,04513F-HRTimeline
McIlrath & Eck, LLC7,661$262K0.02%+22513F-HRTimeline
Long Island Wealth Management, Inc.7,527$257K0.12%+38013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,330$251K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,287$249K<0.01%+1,16113F-HRTimeline
Dynamic Advisor Solutions LLC7,042$241K0.01%-3,87413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC7,030$240K0.05%new13F-HRTimeline
Family CFO Inc6,904$236K0.11%013F-HRTimeline
Fortis Capital Management LLC6,869$235K0.03%new13F-HRTimeline
Tillman Hartley LLC6,553$224K0.06%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.6,544$224K0.1%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,408$219K0.03%new13F-HRTimeline
Pioneer Wealth Management Group6,276$215K0.07%013F-HRTimeline
Smartleaf Asset Management LLC6,210$214K0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,210$212K0.02%-6813F-HR/ATimeline
Fonville Wealth Management LLC6,145$210K0.04%013F-HRTimeline
OpenArc Corporate Advisory, LLC6,068$208K<0.01%13F-HRTimeline
MATAURO, LLC5,903$202K0.03%new13F-HRTimeline
VSM Wealth Advisory, LLC5,811$199K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,927$169K<0.01%+4,52013F-HR/ATimelineGroup
Global Retirement Partners, LLC4,003$137K<0.01%+2,02613F-HRTimeline
AlphaCore Capital LLC3,902$134K<0.01%+413F-HRTimeline
S.A. Mason LLC3,749$128K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc3,163$108K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,907$99.4K<0.01%013F-HRTimeline
MAI Capital Management2,326$79.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,192$75K<0.01%+2,01213F-HRTimelineGroup
Parkside Financial Bank & Trust1,934$66.2K<0.01%-17513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,850$63.3K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,667$57K<0.01%013F-HRTimelineGroup
Addison Advisors LLC1,665$57K0.01%-14513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,601$54.8K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1,212$41.5K0.01%+513F-HRTimeline
Cherry Tree Wealth Management, LLC1,162$39.8K0.01%+4213F-HRTimeline
Topsail Wealth Management, LLC958$32.8K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC849$29K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC834$28.5K<0.01%new13F-HRTimeline
MASECO LLP785$26.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC727$24.9K<0.01%013F-HRTimeline
Signature Resources Capital Management,…651$22.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.615$21.1K0.01%+213F-HRTimeline
Nalls Sherbakoff Group, LLC535$18.3K0.01%+213F-HRTimeline
Global Trust Asset Management, LLC398$13.6K0.01%-64513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners315$10.8K<0.01%+15113F-HRTimelineGroup
SHP Wealth Management230$7.87K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG189$6.47K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…175$5.99K<0.01%-50513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…166$5.68K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC66$2.26K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC35$1.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC16$547<0.01%-4313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12$411<0.01%-1613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6$208<0.01%013F-HRTimeline
Valued Wealth Advisors LLC6$206<0.01%new13F-HRTimeline
SIGNATUREFD, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.