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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

264 managers (265 13F filers) reported a position in DFLV shares at 2024-12-31, 79,076,130 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
264
13F filers
265
New
21
Added
137
Reduced
42
Sold out
8
Shares held by filers
79,076,130

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Savant Capital, LLCin group Savant Capital, LLC6,840,022$205M1.61%+2,655,67013F-HRTimelineGroup
EP Wealth Advisors, LLC5,072,131$152M1.24%+1,609,21913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,772,108$143M0.24%+454,81013F-HRTimelineGroup
Foster Group, Inc.3,361,578$101M3.85%+58,46113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,633,316$79.1M11.42%+123,61813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,586,882$77.7M0.34%-786,57713F-HRTimelineGroup
Truepoint, Inc.2,240,505$67.3M1.8%+182,39413F-HRTimeline
DiNuzzo Private Wealth, Inc.1,799,402$54M6.84%-29,70313F-HRTimeline
Cable Hill Partners, LLC1,700,656$51.1M5.15%+53,01213F-HRTimeline
Summit Financial Strategies, Inc.1,679,078$50.4M5.57%+162,67013F-HRTimeline
WPWealth LLP1,550,210$46.6M9.51%+109,17213F-HRTimeline
HighTower Advisors, LLC1,495,702$44.9M0.06%+254,62313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,320,933$39.7M0.25%+352,70413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,138,494$34.2M2.69%+268,23813F-HRTimeline
OneDigital Investment Advisors LLC1,073,782$32.2M0.37%-117,13813F-HRTimeline
LPL Financial LLC1,073,735$32.2M0.01%+141,44413F-HRTimeline
Quent Capital, LLC1,025,025$30.8M3.19%+185,49213F-HRTimeline
EnRich Financial Partners LLC971,854$29.2M9.72%-5,87613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/959,344$28.8M0.01%+71,82313F-HRTimelineGroup
Destiny Wealth Partners, LLC921,918$27.7M4.52%+72,31713F-HRTimeline
Index Fund Advisors, Inc.919,463$27.6M1.49%+47,90313F-HRTimeline
EASTERN BANK911,316$27.4M0.51%+1,75813F-HRTimeline
NewEdge Advisors, LLC855,266$25.7M0.15%-144,73313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…841,429$25.3M0.05%+113,41513F-HR/ATimeline
Total Wealth Planning, LLC818,031$24.6M3.83%+82,12213F-HRTimeline
MATHER GROUP, LLC.815,868$24.5M0.32%+8,02313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC805,545$24.3M8.13%+11,01913F-HRTimeline
Team Hewins, LLC801,741$24.1M9.42%+48,68613F-HR/ATimeline
Tumwater Wealth Management, LLC798,335$24M12.57%13F-HRTimeline
Beacon Pointe Advisors, LLC747,230$22.4M0.25%+20,42813F-HRTimeline
Jentner Corp733,334$22M6.41%+81,88813F-HRTimeline
Acropolis Investment Management, LLC725,152$21.8M1.29%+36,27913F-HRTimeline
Arax Advisory Partners643,527$19.3M1.22%+11,02813F-HRTimeline
Corrigan Financial, Inc.621,907$18.7M4.28%+94,82613F-HRTimeline
Tilson Financial Group, Inc.617,964$18.6M7.57%+38,63713F-HRTimeline
ACORN CREEK CAPITAL LLC605,553$18.2M9.34%+23,14713F-HRTimeline
Lakeshore Financial Planning, Inc.584,486$17.6M7.49%+1,15713F-HRTimeline
Wealth Architects, LLC582,025$17.5M1.97%+89,62813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC572,686$17.2M0.04%+187,52013F-HRTimelineGroup
Diversified Portfolios, Inc.541,616$16.3M1.77%+83,70313F-HRTimeline
HILL ISLAND FINANCIAL LLC516,274$15.5M4.53%new13F-HRTimeline
Wescott Financial Advisory Group, LLC489,036$14.7M1.52%+38,86013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC482,808$14.5M0.53%+59,68513F-HRTimeline
SACHEM HILL LLC445,281$13.4M2.79%+7,50613F-HRTimeline
Betterment LLC437,930$13.2M0.03%+74,83513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.434,978$13.1M2.63%+33,93413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC434,882$13.1M11.36%+47,24213F-HRTimeline
Evanson Asset Management, LLC412,948$12.4M0.85%+68,14413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC411,550$12.4M2.06%-1,12513F-HRTimeline
VeraBank, N.A.407,004$12.2M3.45%+54,32813F-HRTimeline
Chicago Partners Investment Group LLC383,282$11.6M0.39%+22,31713F-HRTimeline
Francis Financial, Inc.373,443$11.2M2.85%+58,77713F-HRTimeline
RFG Advisory, LLC346,165$10.4M0.29%+16,61013F-HRTimeline
Austin Asset Management Co Inc341,590$10.3M2.04%+8,23513F-HRTimeline
KELLY FINANCIAL GROUP LLC321,659$9.66M3.44%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/320,591$9.63M<0.01%+161,76113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO319,523$9.6M<0.01%+283,32913F-HRTimelineGroup
BOS Asset Management, LLC317,734$9.54M3.42%+5,67013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC295,840$8.88M1.17%013F-HRTimeline
Advisory Alpha, LLC294,884$8.86M0.32%+71713F-HRTimeline
Ruedi Wealth Management, Inc.293,228$8.81M2.78%+40,96913F-HRTimeline
Blue Oak Capital, LLC291,129$8.74M5.31%13F-HRTimeline
FinDec Wealth Services, Inc.279,153$8.38M5.82%-42,76413F-HRTimeline
Apella Capital, LLC268,367$8.06M0.31%+243,99713F-HRTimeline
Sterling Wealth Management, Inc.257,992$7.75M2.86%+28,59913F-HRTimeline
Burk Holdings LLC252,243$7.57M6.13%13F-HRTimeline
Larson Financial Group LLC250,622$7.53M0.39%-34,43213F-HRTimeline
Gemmer Asset Management LLC233,749$7.02M0.69%+34,45713F-HRTimeline
Lauer Wealth, LLC228,450$6.86M4.59%+50013F-HRTimeline
Martin Worley Group225,972$6.79M4.24%13F-HRTimeline
Allworth Financial LP216,054$6.78M0.04%+108,99413F-HRTimeline
Pillar Financial Advisors, LLC223,544$6.71M5.14%13F-HRTimeline
LRI Investments, LLC210,960$6.34M0.61%+13,36013F-HRTimeline
SAX WEALTH ADVISORS, LLC207,196$6.22M0.49%-11,60413F-HRTimeline
Dynamic Advisor Solutions LLC198,864$5.97M0.26%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding197,248$5.92M+53,968Timeline
Level Financial Advisors196,806$5.91M2.17%+25,94413F-HRTimeline
Waverly Advisors, LLC191,396$5.75M0.09%-2,73413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC190,519$5.69M1.25%+9,90213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.188,685$5.67M1.82%+20,09913F-HRTimeline
Longview Financial Advisors LLC176,634$5.3M3.56%13F-HRTimeline
Momentous Wealth Management, Inc.174,905$5.25M4.35%13F-HRTimeline
Modera Wealth Management, LLC173,951$5.22M0.06%+8,16113F-HRTimeline
Golden Bell Financial Planning LLC173,922$5.22M5.25%13F-HRTimeline
Disciplined Investments, LLC171,785$5.16M2.54%+14,17113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,336$4.84M0.01%+30,42213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.158,741$4.77M2.21%+67,69213F-HRTimeline
Cordant, Inc.155,004$4.65M2.45%+8,28113F-HRTimeline
Blue Trust, Inc.150,136$4.51M0.06%+54,23613F-HR/ATimeline
Mustard Seed Financial, LLC141,900$4.26M3.46%+18,06613F-HRTimeline
Sanctuary Wealth Management, L.L.C.139,588$4.19M2.77%+71,75813F-HRTimeline
Sandy Spring Bank136,099$4.09M0.17%+11,07613F-HRTimeline
Avantax Planning Partners, Inc.132,805$3.99M0.14%-84813F-HRTimeline
Avior Wealth Management, LLC132,408$3.98M0.15%+60,80713F-HRTimeline
Vawter Financial, Ltd.123,675$3.71M2.23%+10,83113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC121,739$3.66M0.78%+21,82813F-HRTimeline
Redwood Park Advisors LLC112,524$3.38M2.88%13F-HRTimeline
EQ WEALTH ADVISORS, LLC108,914$3.27M3.14%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL107,365$3.16M1.06%+27,27013F-HRTimeline
Cyndeo Wealth Partners, LLC104,448$3.14M0.21%+2,32213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC106,622$3.12M2.34%+5,94713F-HRTimeline
Linscomb Wealth, Inc.101,793$3.06M0.15%+55,96613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,235$2.89M<0.01%+32,37513F-HRTimelineGroup
Envision Financial Planning, LLC96,141$2.89M1.49%-23613F-HRTimeline
Peninsula Wealth, LLC95,133$2.86M0.49%+37213F-HRTimeline
BFSG, LLC95,112$2.86M0.33%+63913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.94,016$2.82M0.2%+22,65913F-HRTimelineGroup
American Investment Services, Inc.91,972$2.76M0.49%+6,97613F-HR/ATimeline
Glass Jacobson Investment Advisors llc91,657$2.75M0.9%-4,96213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vantage Point Financial LLC91,654$2.75M1.48%13F-HRTimeline
GEM Asset Management, LLC91,105$2.74M1.53%+21,88413F-HRTimeline
TCI Wealth Advisors, Inc.86,885$2.61M0.22%+11,19113F-HRTimeline
First Financial Group Corp85,622$2.57M2.84%13F-HRTimeline
CLG LLC83,773$2.52M0.9%13F-HRTimeline
Fort Vancouver Investment Management, L…80,055$2.4M2.04%+51,31913F-HRTimeline
PINNEY & SCOFIELD, INC.79,971$2.4M1.82%13F-HRTimeline
Gradient Capital Advisors, LLC79,161$2.38M0.77%+13,54213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC79,154$2.38M1.55%+14,74213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV77,641$2.33M0.69%+47,17913F-HRTimeline
Investmark Advisory Group LLC77,468$2.33M1.14%+3,72713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC76,036$2.28M0.63%+5,08713F-HRTimeline
Mraz, Amerine & Associates, Inc.74,538$2.24M0.4%-1,91513F-HR/ATimeline
Pine Harbor Wealth Management, LLC73,954$2.22M0.89%-2,03113F-HRTimeline
Vannoy Advisory Group, Inc.73,248$2.2M1.64%-1,86613F-HRTimeline
Mills Wealth Advisors LLC72,394$2.17M1.24%+4,15813F-HRTimeline
Sprinkle Financial Consultants LLC71,375$2.14M1.46%+41513F-HRTimeline
GEN Financial Management, INC.70,604$2.12M1.38%13F-HRTimeline
Farther Finance Advisors, LLC67,442$2.03M0.07%+11,53313F-HRTimeline
Private Advisor Group, LLC66,571$2M0.01%+21,58013F-HRTimeline
Porter White Investment Advisors, Inc.64,483$1.94M0.98%+30313F-HRTimeline
RETIREMENT GUYS FORMULA LLC64,343$1.93M0.97%-8,78213F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC64,193$1.86M1.17%013F-HRTimeline
Strategent Financial, LLC61,581$1.85M1.84%13F-HRTimeline
Compass Financial Group, Inc.61,152$1.84M0.88%+8,44613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,918$1.8M<0.01%+15,73613F-HR/ATimelineGroup
Factor Wealth Management LTD58,988$1.77M0.59%13F-HRTimeline
Trinity Financial Advisors LLC57,659$1.73M0.66%-11,04813F-HRTimeline
Avidian Wealth Enterprises, LLC56,423$1.69M0.08%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,778$1.64M0.01%+35,10313F-HRTimelineGroup
DBK Financial Counsel, LLC54,717$1.64M1.66%+3,02813F-HRTimeline
Creative Planningin group Creative Planning54,663$1.64M<0.01%-3,45913F-HRTimelineGroup
BIP Wealth, LLC54,404$1.63M0.11%+19,20013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.52,901$1.59M0.68%+3,32213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,112$1.5M<0.01%-5,88113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,571$1.46M<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,465$1.46M<0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.47,127$1.42M1%13F-HRTimeline
SC&H Financial Advisors, Inc.47,021$1.41M0.29%-3,28613F-HRTimeline
FineMark National Bank & Trust43,821$1.32M0.05%+1,58813F-HRTimeline
Mariner, LLCin group Mariner, LLC43,181$1.3M<0.01%+3,73513F-HRTimelineGroup
Clear Creek Financial Management, LLC40,553$1.22M0.13%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…38,944$1.17M0.03%+31,89013F-HRTimelineGroup
McMill Wealth Management38,709$1.16M0.47%13F-HRTimeline
Emprise Bank38,572$1.16M0.65%-1,18413F-HRTimeline
PCA Investment Advisory Services Inc.38,466$1.16M0.53%+17,17913F-HRTimeline
Disciplined Investors, L.L.C.36,160$1.09M1.05%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS35,478$1.07M0.88%+8,34613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,288$1.06M0.01%+19,25813F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV34,952$1.05M0.28%+2,59813F-HRTimeline
BluePointe Capital Management, LLC33,343$1M0.57%-3,79313F-HRTimeline
Berger Financial Group, Inc29,060$873K0.06%new13F-HRTimeline
Zhang Financial LLC28,564$858K0.05%-1,12513F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,716$832K0.08%+6913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,565$828K0.01%-13,27413F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,427$794K<0.01%-35,70813F-HRTimeline
Aurelius Family Office LLC26,066$783K0.39%13F-HRTimeline
Werba Rubin Papier Wealth Management24,445$734K0.17%-84113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,323$730K<0.01%new13F-HRTimeline
AIRE ADVISORS, LLC23,203$697K0.14%+2413F-HRTimeline
City State Bank22,660$680K0.24%+6,67513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.22,404$673K0.03%+6,04213F-HRTimelineGroup
Sterling Financial Planning, Inc.21,836$656K0.24%+1,16413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.21,587$648K0.43%+3,77513F-HRTimeline
FLOW TRADERS U.S. LLC21,039$632K0.03%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,024$631K0.01%new13F-HR/ATimelineGroup
STALEY CAPITAL ADVISERS INC20,000$601K0.03%new13F-HRTimeline
Oceanside Advisors LLC19,035$572K0.43%+2,20413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,626$559K0.02%new13F-HRTimelineGroup
Infinity Wealth Counsel, LLC18,563$557K0.59%13F-HRTimeline
OPTIMA CAPITAL LLC18,500$556K0.38%13F-HRTimeline
LJI Wealth Management, LLC18,349$551K0.11%+1,47613F-HRTimeline
Dorsey & Whitney Trust CO LLC18,296$549K0.03%+11,49213F-HRTimeline
SOL Capital Management CO18,295$549K0.06%+9,56013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,169$546K0.02%+4,15513F-HRTimelineGroup
CURIO WEALTH, LLC17,972$540K0.29%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,788$504K0.05%new13F-HRTimeline
Parkshore Wealth Management, Inc.16,465$494K0.3%13F-HRTimeline
IFP Advisors, Inc16,316$490K0.02%+14,81613F-HRTimeline
McGrath & Associates, Inc.16,057$482K0.97%13F-HRTimeline
MML INVESTORS SERVICES, LLC15,611$469K<0.01%+3,67713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,577$468K<0.01%-3,47213F-HRTimelineGroup
Clark Asset Management, LLC15,444$464K0.09%new13F-HRTimeline
Formidable Asset Management, LLC14,865$446K0.07%new13F-HRTimeline
CFS Investment Advisory Services, LLC14,605$439K0.04%013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…14,320$430K0.25%new13F-HRTimeline
Sensible Money, LLC14,290$429K0.19%013F-HRTimeline
Wingate Wealth Advisors, Inc.14,250$428K0.42%13F-HRTimeline
Asset Dedication, LLC14,222$427K0.03%013F-HRTimeline
Seneschal Advisors, LLC13,454$404K0.34%13F-HRTimeline
TAGStone Capital, Inc.12,781$384K0.19%-1,82113F-HRTimeline