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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

367 managers (369 13F filers) reported a position in DFLV shares at 2026-03-31, 135,013,179 shares in all. 46 filers opened a position and 27 filers sold out during the quarter.

Managers
367
13F filers
369
New
46
Added
202
Reduced
87
Sold out
27
Shares held by filers
135,013,179

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Vestmark Advisory Solutions, Inc.45,305$1.62M0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,354$1.55M<0.01%-14313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,496$1.52M<0.01%+29,00513F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC42,362$1.51M0.7%-8,24313F-HRTimeline
PCA Investment Advisory Services Inc.42,299$1.51M0.5%+2,30613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.41,324$1.48M0.31%+62613F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.39,849$1.42M1.36%+4,27113F-HRTimeline
Petersen Hastings Wealth Advisors Inc.36,206$1.29M0.12%-43613F-HRTimeline
Savvy Advisors, Inc.34,881$1.25M0.03%-3,80113F-HRTimeline
Disciplined Equity Management, Inc.33,950$1.21M0.61%013F-HRTimeline
COWA, LLC33,588$1.2M0.32%-6913F-HRTimeline
Bridgewater Advisors Inc.30,630$1.17M0.07%013F-HRTimeline
CURIO WEALTH, LLC32,773$1.17M0.4%+12,39513F-HRTimeline
Emprise Bank32,248$1.15M0.46%-1,54713F-HRTimeline
Formidable Asset Management, LLC33,605$1.15M0.18%+99713F-HRTimeline
Aegis Wealth Management LLC32,027$1.14M0.65%+3,51913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,619$1.13M<0.01%new13F-HRTimelineGroup
Samalin Investment Counsel, LLC31,284$1.12M0.4%+1,66013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,054$1.11M0.04%+5,91113F-HRTimelineGroup
Oceanside Advisors LLC30,235$1.08M0.62%+3,31913F-HRTimeline
Parkwoods Wealth Partners, LLC28,930$1.03M0.25%+6413F-HRTimeline
LifeSteps Financial, Inc.28,439$1.02M0.64%new13F-HRTimeline
Sterling Financial Planning, Inc.28,375$1.01M0.3%+1,25613F-HRTimeline
Fortis Capital Management LLC28,052$1M0.13%+21,18313F-HRTimeline
Infinity Wealth Counsel, LLC27,429$979K0.9%+52513F-HRTimeline
IFP Advisors, Inc27,258$973K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,034$965K0.08%-1,82413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,459$945K<0.01%+11,24813F-HRTimelineGroup
Financially in Tune, LLC26,327$940K0.81%+2813F-HRTimeline
CHOREO, LLC25,760$920K0.01%-65113F-HRTimeline
Seneschal Advisors, LLC25,031$894K0.66%+2,65413F-HRTimeline
Dorsey & Whitney Trust CO LLC24,418$872K0.05%+35213F-HRTimeline
Oder Investment Management, LLC23,709$847K0.65%+7,96613F-HRTimeline
Vistica Wealth Advisors, LLC23,036$823K0.82%-10,94513F-HRTimeline
Approach Retirement Advisors, LLC22,649$809K0.67%+413F-HRTimeline
Fortitude Family Office, LLC22,512$804K0.18%013F-HRTimeline
Long Island Wealth Management, Inc.22,146$791K0.37%+14,61913F-HRTimeline
Forum Finance Group S.A.26,751$770K0.42%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,531$769K0.02%+1,30313F-HRTimeline
Ocean Park Asset Management, LLC21,300$761K0.04%new13F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,702$739K<0.01%+12,93513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,573$735K<0.01%-41,47113F-HRTimelineGroup
Perigon Wealth Management, LLC20,513$733K0.01%-16513F-HRTimeline
Washington Trust Advisors, Inc.20,076$717K0.06%+4913F-HRTimeline
Momentous Wealth Management, Inc.19,807$707K0.4%-5,31213F-HRTimeline
Ponta Wealth Partners, LLC19,807$707K0.57%-9,09113F-HRTimeline
Pacific Asset Management, LLC19,753$705K0.39%+2,50613F-HRTimeline
Tyche Wealth Partners LLC19,316$690K0.11%new13F-HRTimeline
EASTERN BANK19,146$684K0.01%-12,97613F-HRTimeline
Parkshore Wealth Management, Inc.18,989$678K0.23%+1,55113F-HRTimeline
Tortoise Investment Management, LLC18,807$672K0.06%+7,00013F-HRTimeline
Cogent Private Wealth, Inc.18,705$668K0.48%-33613F-HRTimeline
Cloud Capital Management, LLC18,629$664K0.29%+6,87813F-HRTimeline
OPTIMA CAPITAL LLC18,500$661K0.31%013F-HRTimeline
Everest Financial Group LLC17,264$616K0.1%new13F-HRTimeline
Triangle Securities Wealth Management17,075$610K0.14%+8,02513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NAPLES GLOBAL ADVISORS, LLC16,788$600K0.04%013F-HRTimeline
TAGStone Capital, Inc.16,479$588K0.21%+11913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska16,194$578K0.06%+5,06213F-HRTimelineGroup
WorthPointe, LLC16,053$573K0.16%+2,20113F-HRTimeline
Strathmore Capital Advisors, Inc.15,092$565K0.16%+4,50613F-HRTimeline
Opus Financial Solutions LLC15,517$554K0.52%-26513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD15,491$553K0.26%+1,72113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,410$550K0.07%+4,09713F-HRTimeline
Clark Asset Management, LLC15,266$545K0.05%+4,81613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO14,961$534K0.06%013F-HRTimeline
Foundation Wealth Management, LLC\PA14,926$533K0.19%013F-HRTimeline
Sensible Money, LLC14,770$527K0.16%+32713F-HRTimeline
Wingate Wealth Advisors, Inc.14,550$520K0.28%+5313F-HRTimeline
Asset Dedication, LLC14,491$517K0.04%+4813F-HRTimeline
EQ WEALTH ADVISORS, LLC14,469$517K0.3%-5913F-HRTimeline
WARNER FINANCIAL, INC14,378$513K0.18%+1,61213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.14,345$512K0.29%013F-HRTimeline
Everhart Financial Group, Inc.13,887$496K0.04%new13F-HRTimeline
CFS Investment Advisory Services, LLC12,787$478K0.03%-1,81813F-HRTimeline
McClarren Financial Advisors, Inc.10,948$476K0.28%+8,78713F-HRTimeline
SYM FINANCIAL Corp12,497$446K0.04%013F-HRTimeline
Keel Point, LLC12,382$442K0.03%new13F-HRTimeline
RB Capital Management, LLC12,322$440K0.09%+2,04013F-HRTimeline
Florida Trust Wealth Management Co12,317$440K0.01%new13F-HRTimeline
Cresset Asset Management, LLC12,280$439K<0.01%new13F-HRTimeline
RCS Financial Planning, LLC11,633$415K0.22%-2,27913F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,618$415K0.25%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,946$391K0.06%-48813F-HRTimeline
KEB ASSET MANAGEMENT, LLC10,936$391K0.07%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,887$389K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC10,886$389K0.03%-3,37413F-HRTimeline
Investment Advisory Group, LLC10,832$387K0.1%+213F-HRTimeline
Twin Cities Retirement Group LLC10,741$384K0.35%-25713F-HRTimeline
Compound Planning, Inc.10,193$364K0.01%new13F-HRTimeline
55 North Private Wealth, LLC10,191$364K0.09%-8,47113F-HRTimeline
Canvas Wealth Advisors, LLC9,913$354K0.06%-1,20213F-HRTimeline
Haven Private, LLC9,895$353K0.15%new13F-HRTimeline
Valued Wealth Advisors LLC9,880$353K0.14%+9,87413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,809$350K<0.01%+4,88213F-HRTimelineGroup
Austin Wealth Management, LLC9,584$345K0.08%-4,90513F-HRTimeline
LJI Wealth Management, LLC9,659$345K0.06%-28,40813F-HRTimeline
TRB Wealth Management, LLC9,653$345K0.05%13F-HRTimeline
Summit Financial, LLC9,464$338K<0.01%+3513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,301$332K+8Timeline
GeoWealth Management, LLC9,301$332K0.01%013F-HRTimeline
Operose Advisors LLC9,235$330K0.08%+17713F-HRTimeline
Donalies Financial Planning, LLC9,112$325K0.28%013F-HRTimeline
Mesirow Financial Investment Management…9,109$325K0.01%+1513F-HRTimeline
Mullaney, Keating & Wright, Inc.9,103$325K0.18%+713F-HRTimeline
Dynamic Advisor Solutions LLC9,006$322K0.01%+1,96413F-HRTimeline
Prosperity Advisers, LLC8,985$321K0.27%+113F-HRTimeline
Kane Co Wealth Management, Inc.8,739$312K0.26%-44913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,645$309K0.15%new13F-HRTimeline
Aurelius Family Office LLC8,618$308K0.13%-10913F-HRTimeline
TrustWell Financial Advisors, LLC8,609$307K0.29%013F-HRTimeline
LPWM LLC8,508$304K0.08%new13F-HRTimeline
Quadcap Wealth Management, LLC8,455$302K0.03%-5713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,206$293K0.03%-5,09313F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,726$276K0.02%+2913F-HRTimeline
McIlrath & Eck, LLC7,496$268K0.02%-16513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,330$262K<0.01%013F-HRTimelineGroup
ABLE Financial Group, LLC7,308$261K0.05%-59713F-HRTimeline
Passive Capital Management, LLC.7,095$253K0.08%new13F-HRTimeline
Discipline Wealth Solutions, LLC6,856$245K0.03%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.6,821$244K0.11%+27713F-HRTimeline
CALTON & ASSOCIATES, INC.6,689$239K0.03%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,688$239K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC6,490$232K0.01%new13F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,369$227K<0.01%new13F-HRTimelineGroup
Pioneer Wealth Management Group6,276$224K0.06%013F-HRTimeline
Fonville Wealth Management LLC6,145$219K0.04%013F-HRTimeline
RAM Investment Partners, LLC6,052$216K0.04%-3,09713F-HRTimeline
Cornerstone Advisory, LLC5,939$212K0.02%new13F-HRTimeline
Lauer Wealth, LLC5,750$212K0.17%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,915$211K0.01%-29513F-HRTimeline
Signature Wealth Management Group5,857$209K0.08%new13F-HRTimeline
Smartleaf Asset Management LLC5,915$207K0.01%-29513F-HRTimeline
Balefire, LLC5,807$207K0.04%new13F-HRTimeline
Innovative Asset Advisors Group, LLC4,858$173K0.1%13F-HRTimeline
AlphaCore Capital LLC3,906$139K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc3,163$113K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,933$105K<0.01%+1,26613F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,906$104K<0.01%-113F-HRTimeline
DecisionPoint Financial, LLC2,713$96.9K0.02%+1,50113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,400$85.7K<0.01%new13F-HRTimelineGroup
MAI Capital Management2,388$85.3K<0.01%+6213F-HRTimeline
Parkside Financial Bank & Trust1,934$69.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,602$57.2K<0.01%+113F-HRTimeline
Addison Advisors LLC1,185$42.3K0.01%-48013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,147$41K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,131$40.4K0.01%-3113F-HRTimeline
Rossby Financial, LCC1,080$38.7K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.974$34.8K0.01%+35913F-HRTimeline
Topsail Wealth Management, LLC958$34.2K0.01%013F-HRTimeline
Atomic Invest LLC955$33.5K0.02%new13F-HRTimeline
Nalls Sherbakoff Group, LLC874$31.2K0.02%+33913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC851$30.4K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC849$30.3K<0.01%013F-HRTimeline
MASECO LLP785$28K<0.01%013F-HRTimeline
Signature Resources Capital Management,…651$23.2K0.01%013F-HRTimeline
Global Trust Asset Management, LLC398$14.2K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP393$13.9K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC271$9.68K<0.01%+25513F-HRTimeline
SHP Wealth Management230$8.21K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…225$8.05K<0.01%+5013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN160$5.71K<0.01%-2,03213F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC160$5.71K<0.01%13F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC141$5.04K<0.01%new13F-HRTimelineGroup
LAM GROUP, INC.50$1.79K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC35$1.25K<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.