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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

292 managers (296 13F filers) reported a position in DFLV shares at 2025-06-30, 99,038,943 shares in all. 33 filers opened a position and 11 filers sold out during the quarter.

Managers
292
13F filers
296
New
33
Added
170
Reduced
56
Sold out
11
Shares held by filers
99,038,943

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Savant Capital, LLCin group Savant Capital, LLC13,075,978$406M2.91%+3,717,44313F-HR/ATimelineGroup
EP Wealth Advisors, LLC7,789,534$242M1.59%+1,316,40613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,618,856$174M0.23%+252,16413F-HR/ATimelineGroup
Foster Group, Inc.3,686,352$114M3.91%+275,30313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,901,838$90M11.48%+83,40513F-HRTimeline
Truepoint, Inc.2,820,890$87.5M2.18%+77,98413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,620,224$81.3M0.32%+18,58013F-HRTimelineGroup
HighTower Advisors, LLC1,956,955$60.7M0.08%+340,80013F-HRTimeline
Summit Financial Strategies, Inc.1,913,371$59.4M5.49%+96,54413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,830,037$56.8M0.93%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,818,553$56.4M6.7%+30,34013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,773,795$55M0.3%+47,07913F-HRTimeline
LPL Financial LLC1,377,603$42.7M0.01%+83,92613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,314,950$40.8M2.96%+78,31913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,167,915$36.2M0.02%+122,50013F-HRTimelineGroup
Premier Financial Group1,125,404$35.6M9.88%13F-HRTimeline
WPWealth LLP1,136,750$35.3M6.36%-364,49813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,091,263$34.6M0.06%+122,15613F-HRTimeline
MATHER GROUP, LLC.1,106,184$34.3M0.37%+57,85113F-HRTimeline
Index Fund Advisors, Inc.1,068,530$33.1M1.86%+87,36913F-HRTimeline
Quent Capital, LLC1,058,596$32.8M3.17%-94,28013F-HRTimeline
Apella Capital, LLC980,236$30.8M0.83%+260,65413F-HRTimeline
Total Wealth Planning, LLC986,879$30.6M3.87%+105,80713F-HRTimeline
Root Financial Partners, LLC981,440$30.4M2.94%+502,82613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC969,393$30.1M0.05%+123,55513F-HRTimelineGroup
Destiny Wealth Partners, LLC947,175$29.4M3.95%+4,33013F-HRTimeline
EnRich Financial Partners LLC937,615$29.1M8.93%-27,15413F-HRTimeline
OneDigital Investment Advisors LLC906,069$28.1M0.31%-33,00513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC846,779$26.7M7.65%+41,23413F-HRTimeline
Tumwater Wealth Management, LLC852,008$26.4M12.28%+39,67913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/849,607$26.4M<0.01%+239,20813F-HRTimelineGroup
Team Hewins, LLC839,232$26M9.39%+13,14513F-HRTimeline
Jentner Corp835,891$25.9M6.95%+105,12313F-HRTimeline
Beacon Pointe Advisors, LLC806,797$25M0.26%+18,97513F-HRTimeline
Acropolis Investment Management, LLC755,117$23.4M1.29%+3,83213F-HRTimeline
ACORN CREEK CAPITAL LLC749,894$23.3M9.66%+130,36713F-HRTimeline
Tilson Financial Group, Inc.723,818$22.5M8.47%-31,87013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC673,910$20.9M0.74%+103,16513F-HRTimeline
Diversified Portfolios, Inc.652,553$20.2M1.93%+38,42213F-HRTimeline
NewEdge Advisors, LLC612,943$19M0.1%-69,18013F-HRTimeline
Mariner, LLCin group Mariner, LLC604,958$18.8M0.03%+140,04813F-HRTimelineGroup
Betterment LLC603,824$18.7M0.04%+102,51513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC585,040$18.1M14.74%+93,76513F-HRTimeline
Wealth Architects, LLC575,555$17.9M1.81%-11,72613F-HRTimeline
HILL ISLAND FINANCIAL LLC566,242$17.6M4.9%-5,19113F-HRTimeline
Wescott Financial Advisory Group, LLC561,403$17.4M1.67%+38,53913F-HRTimeline
VeraBank, N.A.512,211$15.9M3.19%+75,37713F-HRTimeline
Lakeshore Financial Planning, Inc.507,954$15.8M6.33%-89,86813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.457,843$14.2M2.43%-16,20113F-HRTimeline
Evanson Asset Management, LLC436,327$13.5M0.84%+3,53713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO432,023$13.4M<0.01%+36,14713F-HRTimelineGroup
Chicago Partners Investment Group LLC396,169$12.7M0.36%+1,56513F-HRTimeline
Austin Asset Management Co Inc403,310$12.5M2.44%+58,05913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC397,919$12.3M1.94%-7,50613F-HRTimeline
SACHEM HILL LLC389,986$12.1M2.47%-75,30813F-HRTimeline
KELLY FINANCIAL GROUP LLC387,042$12M3.47%+36,72713F-HRTimeline
FinDec Wealth Services, Inc.373,645$11.6M12.12%-17,12813F-HRTimeline
Advisory Alpha, LLC356,569$11.1M0.34%+18,35313F-HRTimeline
Francis Financial, Inc.351,879$10.9M2.52%-62,77213F-HRTimeline
BOS Asset Management, LLC351,753$10.9M3.48%+10,58413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding327,881$10.2M+136,073Timeline
RFG Advisory, LLC316,789$9.83M0.23%-148,67513F-HRTimeline
Disciplined Investments, LLC314,162$9.75M4.12%+61,12613F-HRTimeline
Martin Worley Group309,250$9.59M4.69%+42,88713F-HRTimeline
Burk Holdings LLC308,361$9.57M5.99%+45,94313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC291,473$9.04M1.11%013F-HRTimeline
Sterling Wealth Management, Inc.287,887$8.93M3.04%13F-HRTimeline
Allworth Financial LP280,243$8.69M0.04%+12,33813F-HRTimeline
Linscomb Wealth, Inc.277,873$8.62M0.4%+23,89113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.263,953$8.19M3.21%+54,00913F-HRTimeline
SAX WEALTH ADVISORS, LLC256,989$7.97M0.48%+35,69713F-HRTimeline
Pillar Financial Advisors, LLC256,140$7.95M5.49%+14,25213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV248,324$7.7M1.68%+106,87913F-HRTimeline
Gemmer Asset Management LLC243,224$7.54M0.67%+6,84513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.228,760$7.1M2.1%+25,70213F-HRTimeline
Ruedi Wealth Management, Inc.226,261$7.02M2.08%-93,51613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC219,547$6.91M1.25%+8,78313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC219,399$6.81M0.01%+9,58913F-HRTimeline
Level Financial Advisors217,854$6.76M2.1%+1,94613F-HRTimeline
Blue Oak Capital, LLC213,277$6.62M3.48%-56,94813F-HRTimeline
Larson Financial Group LLC212,612$6.6M0.26%-22,29613F-HRTimeline
Golden Bell Financial Planning LLC207,073$6.42M6.05%+20,09113F-HRTimeline
Fort Vancouver Investment Management, L…206,564$6.41M4.38%+43,31913F-HRTimeline
Momentous Wealth Management, Inc.203,671$6.32M4.08%+12,09213F-HRTimeline
LRI Investments, LLC197,594$6.13M0.52%-2,34913F-HRTimeline
Longview Financial Advisors LLC191,161$5.93M3.72%+7,43113F-HRTimeline
Waverly Advisors, LLC189,077$5.87M0.06%-7,96713F-HRTimeline
TCI Wealth Advisors, Inc.187,965$5.83M0.4%+74,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184,001$5.71M0.01%+35,04213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC181,941$5.64M<0.01%+28,94713F-HRTimelineGroup
Modera Wealth Management, LLC175,123$5.43M0.07%+2,44813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP171,724$5.33M0.01%+63,60113F-HRTimelineGroup
Mustard Seed Financial, LLC169,182$5.25M3.78%+17,45413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp163,099$5.06M0.12%+152,58313F-HRTimelineGroup
Merit Financial Group, LLC162,652$5.05M0.06%-25,45713F-HRTimeline
Cordant, Inc.160,938$4.99M2.41%+8,28313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC159,445$4.95M0.83%new13F-HRTimeline
Blue Trust, Inc.157,093$4.87M0.06%+3,07313F-HRTimeline
VANCE WEALTH, LLC155,473$4.82M1.63%+101,41013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC145,873$4.52M0.91%+4,79813F-HRTimeline
Avantax Planning Partners, Inc.133,712$4.15M0.13%013F-HRTimeline
Redwood Park Advisors LLC123,896$3.84M2.95%+8,76313F-HRTimeline
Plancorp, LLC121,657$3.77M0.13%+76,12613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC121,100$3.76M0.03%new13F-HRTimelineGroup
Sprinkle Financial Consultants LLC121,105$3.76M2.3%+29,93713F-HRTimeline
Arax Advisory Partners119,307$3.7M0.17%-2,00113F-HRTimeline
GEM Asset Management, LLC116,794$3.66M1.88%+15,78613F-HRTimeline
Cyndeo Wealth Partners, LLC115,715$3.59M0.21%+2,88813F-HRTimeline
BFSG, LLC113,077$3.51M0.39%+3,45213F-HRTimeline
PINNEY & SCOFIELD, INC.109,168$3.39M2.29%+8,11713F-HRTimeline
First Financial Group Corp107,322$3.33M3.25%+15,89813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC106,355$3.3M2.35%-3,30113F-HRTimeline
Mills Wealth Advisors LLC102,309$3.17M1.46%+22,00813F-HRTimeline
American Investment Services, Inc.101,010$3.13M0.8%-11,15113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …100,936$3.13M0.07%+73,04513F-HRTimelineGroup
Gradient Capital Advisors, LLC100,792$3.13M0.92%+6,00613F-HRTimeline
Vantage Point Financial LLC100,250$3.11M1.36%+84713F-HRTimeline
Summit Wealth Group, LLC97,288$3.02M0.78%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC96,523$2.99M0.77%+8,65613F-HRTimeline
Private Advisor Group, LLC93,006$2.89M0.02%+17,38313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,193$2.83M<0.01%-2,89513F-HRTimelineGroup
Strategent Financial, LLC90,903$2.82M2.2%+11,33113F-HRTimeline
Glass Jacobson Investment Advisors llc90,229$2.8M1.08%-1,42813F-HRTimeline
CLG LLC88,832$2.76M0.86%+1,83313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC88,653$2.75M1.69%+1,27113F-HRTimeline
Investmark Advisory Group LLC87,015$2.7M1.26%+9,36213F-HRTimeline
Envision Financial Planning, LLC86,284$2.68M1.25%-11,61413F-HRTimeline
Pine Harbor Wealth Management, LLC83,825$2.6M0.91%+8,04513F-HRTimeline
BIP Wealth, LLC80,638$2.5M0.15%+10,88413F-HRTimeline
Strategic Investment Solutions, Inc. /IL79,853$2.48M0.75%-58,66313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.78,921$2.45M0.16%+5,09913F-HRTimelineGroup
Compass Financial Group, Inc.78,866$2.45M1.23%+8,14813F-HRTimeline
Vannoy Advisory Group, Inc.75,242$2.33M1.61%+2,41613F-HRTimeline
EASTERN BANK75,007$2.33M0.04%-22,85113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC69,887$2.17M0.01%new13F-HRTimelineGroup
DBK Financial Counsel, LLC68,959$2.14M1.93%+12,77513F-HRTimeline
Farther Finance Advisors, LLC67,492$2.09M0.04%+90213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.66,652$2.07M0.82%+7,57313F-HRTimeline
Porter White Investment Advisors, Inc.66,141$2.05M0.96%-4,87113F-HRTimeline
Mraz, Amerine & Associates, Inc.63,699$1.98M0.32%-9,12813F-HRTimeline
Factor Wealth Management LTD63,554$1.97M0.54%+4,22213F-HRTimeline
SC&H Financial Advisors, Inc.61,946$1.92M0.33%+10,98413F-HRTimeline
GEN Financial Management, INC.60,665$1.88M1.54%+3,09313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding59,961$1.86M+33,663Timeline
FineMark National Bank & Trust58,609$1.82M0.06%+16,83013F-HRTimeline
Zhang Financial LLC56,975$1.77M0.08%+28,31613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…56,831$1.76M0.04%+10,00313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC56,423$1.75M0.07%013F-HRTimeline
Drucker Wealth 3.0, LLC54,333$1.71M0.33%+34,27113F-HRTimeline
AIRE ADVISORS, LLC55,006$1.71M0.33%+30,01113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,437$1.66M0.01%+14,72213F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC52,829$1.64M0.62%-89813F-HRTimeline
PCA Investment Advisory Services Inc.52,746$1.64M0.69%+1,70013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS51,131$1.59M1.09%+8,80513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC49,500$1.54M<0.01%new13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV48,802$1.51M0.37%+10,29913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC48,558$1.51M0.01%-6,45513F-HRTimelineGroup
City State Bank48,540$1.51M0.47%+4,45513F-HRTimeline
SOL Capital Management CO48,369$1.5M0.15%+7,02813F-HRTimeline
L.K. Benson & Company, P.C.47,542$1.47M0.91%+22113F-HRTimeline
McMill Wealth Management47,498$1.47M0.49%-3113F-HRTimeline
Disciplined Investors, L.L.C.45,134$1.4M1.09%+3,18513F-HRTimeline
Cannon Financial Strategists, Inc.44,000$1.36M0.22%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,368$1.28M<0.01%+1,88013F-HRTimeline
MML INVESTORS SERVICES, LLC39,034$1.21M<0.01%+19,26913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.38,204$1.19M0.31%new13F-HRTimeline
Creative Planningin group Creative Planning37,544$1.16M<0.01%-20,33913F-HRTimelineGroup
Clear Creek Financial Management, LLC36,744$1.14M0.11%+76213F-HRTimeline
Financial Harvest, LLC36,530$1.13M0.85%new13F-HRTimeline
M Holdings Securities, Inc.35,694$1.1M0.19%new13F-HRTimeline
Trinity Financial Advisors LLC35,384$1.1M0.34%-20,43313F-HRTimeline
Emprise Bank33,945$1.05M0.51%-54713F-HRTimeline
CARDIFF PARK ADVISORS, LLC33,149$1.03M0.09%+5,33413F-HRTimeline
Willow Creek Wealth Management Inc.32,954$1.02M0.09%+20,15013F-HRTimeline
LJI Wealth Management, LLC32,130$997K0.17%-1,10213F-HRTimeline
Berger Financial Group, Inc31,481$977K0.06%+29613F-HRTimeline
Cambridge Investment Research Advisors,…31,351$973K<0.01%+4,24713F-HRTimeline
Sterling Financial Planning, Inc.31,344$972K0.32%+6,35513F-HRTimeline
Bridgewater Advisors Inc.29,434$936K0.07%+3,96413F-HRTimeline
COWA, LLC29,854$926K0.35%+36813F-HRTimeline
Avior Wealth Management, LLC29,767$923K0.03%-90,30913F-HRTimeline
Samalin Investment Counsel, LLC27,213$844K0.32%+70113F-HRTimeline
STALEY CAPITAL ADVISERS INC26,880$834K0.04%+4,68013F-HRTimeline
Fortress Wealth Management, Inc.26,090$809K0.39%+18,60613F-HRTimeline
Quantinno Capital Management LP25,556$793K<0.01%+14,16713F-HRTimeline
CHOREO, LLC25,273$784K0.01%+10,65013F-HRTimeline
Oceanside Advisors LLC25,190$781K0.52%+4,91413F-HRTimeline
Austin Wealth Management, LLC24,209$758K0.13%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC23,149$718K0.04%+18613F-HRTimeline
Fortitude Family Office, LLC22,512$698K0.23%new13F-HRTimeline
Perigon Wealth Management, LLC21,275$660K0.02%+4,65613F-HRTimeline
Seneschal Advisors, LLC20,765$644K0.51%+6,64113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,672$641K<0.01%-11,89113F-HRTimelineGroup
Infinity Wealth Counsel, LLC20,549$637K0.64%+56113F-HRTimeline
CURIO WEALTH, LLC20,219$627K0.27%+20,17713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,776$613K<0.01%-21,33413F-HRTimelineGroup
Aegis Wealth Management LLC20,039$613K0.37%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,826$584K<0.01%new13F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP18,721$581K0.01%-36413F-HRTimelineGroup
OPTIMA CAPITAL LLC18,500$574K0.31%013F-HRTimeline