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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

271 managers (273 13F filers) reported a position in DFLV shares at 2025-03-31, 89,006,029 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
271
13F filers
273
New
23
Added
173
Reduced
48
Sold out
11
Shares held by filers
89,006,029

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Savant Capital, LLCin group Savant Capital, LLC9,358,535$286M2.42%+2,518,51313F-HR/ATimelineGroup
EP Wealth Advisors, LLC6,473,128$198M1.58%+1,400,99713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,366,692$164M0.27%+594,58413F-HRTimelineGroup
Foster Group, Inc.3,411,049$104M3.9%+49,47113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,818,433$86.2M12.26%+185,11713F-HRTimeline
Truepoint, Inc.2,742,906$83.9M2.27%+502,40113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,601,644$79.5M0.34%+14,76213F-HRTimelineGroup
Summit Financial Strategies, Inc.1,816,827$55.5M5.6%+137,74913F-HRTimeline
DiNuzzo Private Wealth, Inc.1,788,213$54.7M6.88%-11,18913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,726,716$52.8M0.32%+405,78313F-HRTimeline
Cable Hill Partners, LLC1,774,258$51.6M5.04%+73,60213F-HRTimeline
HighTower Advisors, LLC1,616,155$49.4M0.07%+120,45313F-HRTimeline
WPWealth LLP1,501,248$45.9M9.06%-48,96213F-HRTimeline
LPL Financial LLC1,293,677$39.5M0.02%+219,94213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,236,631$37.8M2.92%+98,13713F-HRTimeline
Quent Capital, LLC1,152,876$35.2M3.7%+127,85113F-HRTimeline
MATHER GROUP, LLC.1,048,333$32M0.37%+232,46513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,045,415$32M0.02%+86,07113F-HRTimelineGroup
Index Fund Advisors, Inc.981,161$30M1.86%+61,69813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…969,107$29.6M0.06%+127,67813F-HRTimeline
EnRich Financial Partners LLC964,769$29.5M9.9%-7,08513F-HRTimeline
Corrigan Financial, Inc.948,486$29M5.97%+326,57913F-HRTimeline
Destiny Wealth Partners, LLC942,845$28.8M4.57%+20,92713F-HRTimeline
OneDigital Investment Advisors LLC939,074$28.7M0.34%-134,70813F-HRTimeline
Total Wealth Planning, LLC881,072$26.9M4.12%+63,04113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC845,838$25.9M0.05%+273,15213F-HRTimelineGroup
Team Hewins, LLC826,087$25.3M9.81%+24,34613F-HR/ATimeline
Tumwater Wealth Management, LLC812,329$24.8M12.95%+13,99413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC805,545$24.3M8.13%013F-HRTimeline
Beacon Pointe Advisors, LLC787,822$24.1M0.27%+40,59213F-HRTimeline
Tilson Financial Group, Inc.755,688$23.1M9.14%+137,72413F-HRTimeline
Acropolis Investment Management, LLC751,285$23M1.36%+26,13313F-HRTimeline
Jentner Corp730,768$22.3M6.69%-2,56613F-HRTimeline
NewEdge Advisors, LLC682,123$20.9M0.12%-173,14313F-HRTimeline
Apella Capital, LLC719,582$20.8M0.71%+451,21513F-HRTimeline
ACORN CREEK CAPITAL LLC619,527$18.9M9.45%+13,97413F-HRTimeline
Diversified Portfolios, Inc.614,131$18.8M1.97%+72,51513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/610,399$18.7M<0.01%+289,80813F-HRTimelineGroup
Lakeshore Financial Planning, Inc.597,822$18.3M7.61%+13,33613F-HRTimeline
Wealth Architects, LLC587,281$18M1.98%+5,25613F-HR/ATimeline
HILL ISLAND FINANCIAL LLC571,433$17.5M5.12%+55,15913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC570,745$17.4M0.65%+87,93713F-HRTimeline
Wescott Financial Advisory Group, LLC522,864$16M1.66%+33,82813F-HRTimeline
Betterment LLC501,309$15.3M0.04%+63,37913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC491,275$15M12.72%+56,39313F-HRTimeline
Root Financial Partners, LLC478,614$14.6M1.56%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.474,044$14.5M2.81%+39,06613F-HRTimeline
RFG Advisory, LLC465,464$14.2M0.38%+119,29913F-HRTimeline
SACHEM HILL LLC465,294$14.2M2.79%+20,01313F-HRTimeline
Mariner, LLCin group Mariner, LLC464,910$14.2M0.02%+421,72913F-HRTimelineGroup
VeraBank, N.A.436,834$13.4M3.73%+29,83013F-HRTimeline
Evanson Asset Management, LLC432,790$13.2M0.94%+19,84213F-HRTimeline
Francis Financial, Inc.414,651$12.7M3.08%+41,20813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC405,425$12.4M2.37%-6,12513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO395,876$12.1M<0.01%+76,35313F-HRTimelineGroup
FinDec Wealth Services, Inc.390,773$11.9M11.81%+111,62013F-HRTimeline
Chicago Partners Investment Group LLC394,604$11.5M0.38%+11,32213F-HRTimeline
KELLY FINANCIAL GROUP LLC350,315$10.7M3.35%+28,65613F-HRTimeline
Austin Asset Management Co Inc345,251$10.6M2.2%+3,66113F-HRTimeline
BOS Asset Management, LLC341,169$10.4M3.58%+23,43513F-HRTimeline
Advisory Alpha, LLC338,216$10.3M0.35%+43,33213F-HR/ATimeline
Ruedi Wealth Management, Inc.319,777$9.78M3.06%+26,54913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC291,473$8.91M1.21%-4,36713F-HRTimeline
Blue Oak Capital, LLC270,225$8.26M4.56%-20,90413F-HRTimeline
Martin Worley Group266,363$8.14M4.65%+40,39113F-HRTimeline
Burk Holdings LLC262,418$8.02M6.06%+10,17513F-HRTimeline
Allworth Financial LP267,905$7.77M0.04%+51,85113F-HRTimeline
Linscomb Wealth, Inc.253,982$7.76M0.39%+152,18913F-HRTimeline
Disciplined Investments, LLC253,036$7.74M3.55%+81,25113F-HRTimeline
Lauer Wealth, LLC258,150$7.51M5.8%+29,70013F-HRTimeline
Pillar Financial Advisors, LLC241,888$7.39M5.51%+18,34413F-HRTimeline
Gemmer Asset Management LLC236,379$7.23M0.72%+2,63013F-HRTimeline
Larson Financial Group LLC234,908$7.18M0.34%-15,71413F-HRTimeline
SAX WEALTH ADVISORS, LLC221,292$6.76M0.48%+14,09613F-HRTimeline
Level Financial Advisors215,908$6.6M2.24%+19,10213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.209,944$6.42M2.83%+51,20313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC209,810$6.41M0.01%+48,47413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.203,058$6.21M1.99%+14,37313F-HRTimeline
LRI Investments, LLC199,943$6.11M0.59%-11,01713F-HRTimeline
Waverly Advisors, LLC197,044$6.02M0.07%+5,64813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC210,764$5.88M1.28%+20,24513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding191,808$5.86M-5,440Timeline
Momentous Wealth Management, Inc.191,579$5.86M4.15%+16,67413F-HRTimeline
Merit Financial Group, LLC188,109$5.75M0.09%new13F-HRTimeline
Golden Bell Financial Planning LLC186,982$5.72M5.55%+13,06013F-HRTimeline
Longview Financial Advisors LLC183,730$5.62M3.71%+7,09613F-HRTimeline
Modera Wealth Management, LLC172,675$5.28M0.07%-1,27613F-HRTimeline
Fort Vancouver Investment Management, L…163,245$4.99M3.83%+83,19013F-HRTimeline
Blue Trust, Inc.154,020$4.71M0.06%+3,88413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,994$4.68M<0.01%+56,75913F-HRTimelineGroup
Cordant, Inc.152,655$4.67M2.43%-2,34913F-HRTimeline
Mustard Seed Financial, LLC151,728$4.64M3.73%+9,82813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,959$4.55M0.01%+89,04113F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC148,141$4.53M3.61%+39,22713F-HRTimeline
Sandy Spring Bank145,271$4.44M0.19%+9,17213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV141,445$4.32M1.16%+63,80413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC141,075$4.31M0.89%+19,33613F-HRTimeline
Strategic Investment Solutions, Inc. /IL138,516$4.23M1.23%+31,15113F-HRTimeline
Avantax Planning Partners, Inc.133,712$4.09M0.14%+90713F-HRTimeline
Vawter Financial, Ltd.123,912$3.79M2.12%+23713F-HRTimeline
Arax Advisory Partners121,308$3.71M0.24%-522,21913F-HRTimeline
Avior Wealth Management, LLC120,076$3.67M0.14%-12,33213F-HRTimeline
Redwood Park Advisors LLC115,133$3.52M2.95%+2,60913F-HRTimeline
TCI Wealth Advisors, Inc.113,655$3.47M0.28%+26,77013F-HRTimeline
Cyndeo Wealth Partners, LLC112,827$3.45M0.23%+8,37913F-HRTimeline
American Investment Services, Inc.112,161$3.43M0.6%+20,18913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC109,656$3.35M2.37%+3,03413F-HRTimeline
BFSG, LLC109,625$3.35M0.41%+14,51313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP108,123$3.31M<0.01%+98,87513F-HRTimelineGroup
PINNEY & SCOFIELD, INC.101,051$3.09M2.24%+21,08013F-HRTimeline
GEM Asset Management, LLC101,008$3.08M1.73%+9,90313F-HRTimeline
Vantage Point Financial LLC99,403$3.04M1.53%+7,74913F-HRTimeline
Envision Financial Planning, LLC97,898$2.99M1.53%+1,75713F-HRTimeline
EASTERN BANK97,858$2.99M0.06%-813,45813F-HRTimeline
Gradient Capital Advisors, LLC94,786$2.9M0.95%+15,62513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,088$2.88M<0.01%+45,51713F-HRTimelineGroup
First Financial Group Corp91,424$2.79M3.16%+5,80213F-HRTimeline
Sprinkle Financial Consultants LLC91,168$2.79M1.77%+19,79313F-HRTimeline
Glass Jacobson Investment Advisors llc91,657$2.75M0.9%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC87,867$2.69M0.73%+11,83113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC87,382$2.67M1.8%+8,22813F-HRTimeline
CLG LLC86,999$2.66M0.92%+3,22613F-HRTimeline
Mills Wealth Advisors LLC80,301$2.45M1.3%+7,90713F-HRTimeline
Strategent Financial, LLC79,572$2.43M2.2%+17,99113F-HRTimeline
BluePointe Capital Management, LLC77,809$2.38M0.91%+44,46613F-HRTimeline
Investmark Advisory Group LLC77,653$2.37M1.17%+18513F-HRTimeline
Pine Harbor Wealth Management, LLC75,780$2.32M0.93%+1,82613F-HRTimeline
Private Advisor Group, LLC75,623$2.31M0.01%+9,05213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.73,822$2.26M0.16%-20,19413F-HRTimelineGroup
Vannoy Advisory Group, Inc.72,826$2.23M1.65%-42213F-HRTimeline
Mraz, Amerine & Associates, Inc.72,827$2.21M0.38%-1,71113F-HR/ATimeline
Porter White Investment Advisors, Inc.71,012$2.17M1.07%+6,52913F-HRTimeline
Compass Financial Group, Inc.70,718$2.16M1.11%+9,56613F-HRTimeline
BIP Wealth, LLC69,754$2.13M0.14%+15,35013F-HRTimeline
Farther Finance Advisors, LLC66,590$2.03M0.05%-85213F-HRTimeline
Factor Wealth Management LTD59,332$1.81M0.56%+34413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.59,079$1.81M0.76%+6,17813F-HRTimeline
Creative Planningin group Creative Planning57,883$1.77M<0.01%+3,22013F-HRTimelineGroup
GEN Financial Management, INC.57,572$1.76M1.19%-13,03213F-HRTimeline
Avidian Wealth Enterprises, LLC56,423$1.72M0.08%013F-HRTimeline
DBK Financial Counsel, LLC56,184$1.72M1.72%+1,46713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,013$1.68M0.01%+23513F-HRTimelineGroup
VANCE WEALTH, LLC54,063$1.65M0.62%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC53,727$1.64M0.82%-10,61613F-HRTimeline
Trinity Financial Advisors LLC55,817$1.63M0.59%-1,84213F-HR/ATimeline
PCA Investment Advisory Services Inc.51,046$1.56M0.83%+12,58013F-HRTimeline
SC&H Financial Advisors, Inc.50,962$1.56M0.31%+3,94113F-HRTimeline
McMill Wealth Management47,529$1.45M0.52%+8,82013F-HRTimeline
L.K. Benson & Company, P.C.47,321$1.45M1%+19413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…46,828$1.43M0.04%+7,88413F-HRTimelineGroup
Plancorp, LLC45,531$1.39M0.06%new13F-HRTimeline
City State Bank44,085$1.35M0.44%+21,42513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS42,326$1.29M1.02%+6,84813F-HRTimeline
Disciplined Investors, L.L.C.41,949$1.28M1.16%+5,78913F-HRTimeline
FineMark National Bank & Trust41,779$1.28M0.05%-2,04213F-HRTimeline
SOL Capital Management CO41,341$1.26M0.14%+23,04613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,110$1.26M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS39,488$1.21M<0.01%+31,06213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,715$1.18M0.01%+11,15013F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV38,503$1.18M0.33%+3,55113F-HRTimeline
Steward Partners Investment Advisory, L…37,661$1.15M0.01%+28,23313F-HRTimeline
Clear Creek Financial Management, LLC35,982$1.1M0.11%-4,57113F-HRTimeline
Emprise Bank34,492$1.05M0.56%-4,08013F-HRTimeline
LJI Wealth Management, LLC33,232$1.02M0.2%+14,88313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,563$995K<0.01%-15,90213F-HRTimelineGroup
Berger Financial Group, Inc31,185$953K0.07%+2,12513F-HRTimeline
COWA, LLC29,486$901K0.39%new13F-HRTimeline
Zhang Financial LLC28,659$876K0.05%+9513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,891$853K0.02%+9,72213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC27,815$850K0.08%+9913F-HRTimeline
Cambridge Investment Research Advisors,…27,104$829K<0.01%+67713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,027$826K<0.01%new13F-HR/ATimelineGroup
Samalin Investment Counsel, LLC26,512$810K0.33%+17,41613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.26,298$804K0.04%+3,89413F-HRTimelineGroup
AIRE ADVISORS, LLC24,995$764K0.16%+1,79213F-HRTimeline
Sterling Financial Planning, Inc.24,989$764K0.28%+3,15313F-HRTimeline
Bridgewater Advisors Inc.25,470$741K0.06%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC22,963$702K0.04%+4,66713F-HRTimeline
STALEY CAPITAL ADVISERS INC22,200$679K0.03%+2,20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,729$664K0.02%+3,10313F-HRTimelineGroup
Oceanside Advisors LLC20,276$620K0.45%+1,24113F-HRTimeline
TOWNSQUARE CAPITAL LLC20,062$613K0.01%new13F-HRTimeline
Drucker Wealth 3.0, LLC20,062$613K0.13%new13F-HRTimeline
Aegis Wealth Management LLC20,039$613K0.36%+8,53113F-HRTimeline
Infinity Wealth Counsel, LLC19,988$611K0.66%+1,42513F-HRTimeline
MML INVESTORS SERVICES, LLC19,765$604K<0.01%+4,15413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP19,085$583K0.01%-1,93913F-HRTimelineGroup
OPTIMA CAPITAL LLC18,500$566K0.36%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.18,337$561K0.38%-3,25013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,788$513K0.05%013F-HRTimeline
Perigon Wealth Management, LLC16,619$508K0.01%new13F-HRTimeline
McGrath & Associates, Inc.16,475$504K0.92%+41813F-HRTimeline
IFP Advisors, Inc16,316$499K0.02%013F-HRTimeline
Foundation Wealth Management, LLC\PA16,281$498K0.24%+6,18113F-HRTimeline
Parkshore Wealth Management, Inc.16,156$494K0.29%-30913F-HRTimeline
Formidable Asset Management, LLC15,865$485K0.08%+1,00013F-HRTimeline
Clark Asset Management, LLC15,444$472K0.08%013F-HRTimeline
Tortoise Investment Management, LLC15,437$472K0.05%+3,65013F-HR/ATimeline
CHOREO, LLC14,623$447K0.01%+3,77213F-HRTimeline
CFS Investment Advisory Services, LLC14,605$446K0.04%013F-HRTimeline