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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

307 managers (310 13F filers) reported a position in DFLV shares at 2025-09-30, 104,411,535 shares in all. 31 filers opened a position and 11 filers sold out during the quarter.

Managers
307
13F filers
310
New
31
Added
190
Reduced
53
Sold out
11
Shares held by filers
104,411,535

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC15,474,245$509M3.09%+2,398,26713F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP5,157,457$170M0.27%-461,39913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,252,689$140M1.88%+2,422,65213F-HRTimeline
Foster Group, Inc.4,141,417$136M4.28%+455,06513F-HRTimeline
Truepoint, Inc.3,149,359$104M2.41%+328,46913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,053,265$100M11.74%+151,42713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,620,111$86.2M0.33%-11313F-HRTimelineGroup
HighTower Advisors, LLC2,104,739$69.2M0.08%+147,78413F-HRTimeline
Cetera Investment Advisers2,016,898$66.4M0.08%new13F-HRTimeline
Summit Financial Strategies, Inc.2,007,278$66M5.66%+93,90713F-HRTimeline
Root Financial Partners, LLC1,897,295$62.4M3.85%+915,85513F-HRTimeline
Beacon Pointe Advisors, LLC1,852,088$60.9M0.52%+1,045,29113F-HRTimeline
DiNuzzo Private Wealth, Inc.1,846,491$60.3M6.83%+27,93813F-HRTimeline
LPL Financial LLC1,463,584$48.2M0.01%+85,98113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,408,468$46.3M3.06%+93,51813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,359,716$44.7M0.07%+390,32313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,273,468$41.9M0.02%+105,55313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,204,193$39.8M0.06%+112,93013F-HRTimeline
Quent Capital, LLC1,203,745$39.6M3.32%+145,14913F-HRTimeline
Apella Capital, LLC1,178,511$38.1M0.85%+198,27513F-HRTimeline
Index Fund Advisors, Inc.1,139,488$37.5M1.82%+70,95813F-HRTimeline
MATHER GROUP, LLC.1,128,362$37.1M0.37%+22,17813F-HRTimeline
Premier Financial Group1,131,898$37M9.9%+6,49413F-HRTimeline
Total Wealth Planning, LLC1,057,343$34.8M4.03%+70,46413F-HRTimeline
WPWealth LLP1,049,442$34.5M5.64%-87,30813F-HRTimeline
Destiny Wealth Partners, LLC973,514$32M3.92%+26,33913F-HRTimeline
EnRich Financial Partners LLC939,173$30.9M8.79%+1,55813F-HRTimeline
OneDigital Investment Advisors LLC934,431$30.7M0.32%+28,36213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/903,257$29.7M<0.01%+53,65013F-HR/ATimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC881,461$29M7.61%+34,68213F-HRTimeline
Team Hewins, LLC871,764$28.7M9.69%+32,53213F-HRTimeline
Tumwater Wealth Management, LLC855,854$28.2M12.51%+3,84613F-HRTimeline
Vise Technologies, Inc.833,854$27.4M1.02%+826,31813F-HRTimeline
ACORN CREEK CAPITAL LLC777,390$25.6M9.65%+27,49613F-HRTimeline
Mariner, LLCin group Mariner, LLC765,673$25.2M0.03%+160,71513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC762,129$25.1M0.82%+88,21913F-HRTimeline
Acropolis Investment Management, LLC796,249$24.7M1.25%+41,13213F-HRTimeline
Tilson Financial Group, Inc.737,974$24.3M7.98%+14,15613F-HRTimeline
Diversified Portfolios, Inc.737,321$24.3M2.14%+84,76813F-HRTimeline
Fort Vancouver Investment Management, L…710,935$23.4M12.99%+504,37113F-HRTimeline
Betterment LLC673,543$22.2M0.04%+69,71913F-HRTimeline
Wealth Architects, LLC606,251$19.9M1.88%+30,69613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC605,796$19.9M14.58%+20,75613F-HRTimeline
Wescott Financial Advisory Group, LLC585,903$19.3M1.73%+24,50013F-HRTimeline
HILL ISLAND FINANCIAL LLC575,571$18.9M4.73%+9,32913F-HRTimeline
VeraBank, N.A.529,273$17.4M3.26%+17,06213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.524,775$17.3M2.62%+66,93213F-HRTimeline
Lakeshore Financial Planning, Inc.517,987$17M6.32%+10,03313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding503,447$16.6M+175,566Timeline
Creative Planningin group Creative Planning498,054$16.4M0.01%+460,51013F-HRTimelineGroup
Evanson Asset Management, LLC478,714$15.7M0.89%+42,38713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO456,241$15M<0.01%+24,21813F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.436,715$14.4M0.03%new13F-HRTimeline
Austin Asset Management Co Inc428,265$14.1M2.57%+24,95513F-HRTimeline
KELLY FINANCIAL GROUP LLC414,801$13.6M3.62%+27,75913F-HRTimeline
Chicago Partners Investment Group LLC411,215$13.6M0.36%+15,04613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC396,884$13.1M1.84%-1,03513F-HRTimeline
SACHEM HILL LLC392,115$12.9M2.58%+2,12913F-HRTimeline
Francis Financial, Inc.382,055$12.6M2.24%+30,17613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV379,320$12.5M2.29%+130,99613F-HRTimeline
Advisory Alpha, LLC371,974$12.2M0.34%+15,40513F-HRTimeline
FinDec Wealth Services, Inc.368,279$12.1M12.55%-5,36613F-HRTimeline
BOS Asset Management, LLC366,764$12.1M3.4%+15,01113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC354,088$11.6M<0.01%+172,14713F-HRTimelineGroup
Sequoia Financial Advisors, LLC335,128$11M0.07%new13F-HRTimeline
Linscomb Wealth, Inc.334,712$11M0.47%+56,83913F-HRTimeline
Disciplined Investments, LLC330,061$10.9M4.32%+15,89913F-HRTimeline
Sterling Wealth Management, Inc.328,758$10.8M3.28%+40,87113F-HRTimeline
Burk Holdings LLC325,579$10.7M5.72%+17,21813F-HRTimeline
Allworth Financial LP322,930$10.6M0.05%+42,68713F-HRTimeline
RFG Advisory, LLC320,828$10.6M0.22%+4,03913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.314,607$10.4M3.7%+50,65413F-HRTimeline
Equita Financial Network, Inc.287,310$9.45M3.2%new13F-HRTimeline
Pillar Financial Advisors, LLC270,195$8.89M5.58%+14,05513F-HRTimeline
SAX WEALTH ADVISORS, LLC263,096$8.66M0.47%+6,10713F-HRTimeline
Gemmer Asset Management LLC256,112$8.43M0.68%+12,88813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC253,073$8.33M0.84%-38,40013F-HRTimeline
Level Financial Advisors243,617$8.01M2.26%+25,76313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.240,435$7.91M2.17%+11,67513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC238,393$7.84M0.01%+18,99413F-HRTimeline
TCI Wealth Advisors, Inc.230,717$7.59M0.45%+42,75213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC226,813$7.46M1.18%+7,26613F-HRTimeline
Ruedi Wealth Management, Inc.226,191$7.44M2.08%-7013F-HRTimeline
Golden Bell Financial Planning LLC222,416$7.32M6.36%+15,34313F-HRTimeline
Longview Financial Advisors LLC221,956$7.3M4.21%+30,79513F-HRTimeline
Merit Financial Group, LLC216,948$7.14M0.07%+54,29613F-HR/ATimeline
Composition Wealth, LLC211,035$6.94M0.1%new13F-HRTimeline
NewEdge Advisors, LLC209,100$6.88M0.03%-403,84313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.205,755$6.75M0.01%+21,75413F-HRTimelineGroup
Momentous Wealth Management, Inc.201,388$6.63M4.2%-2,28313F-HRTimeline
Waverly Advisors, LLC190,338$6.26M0.06%+1,26113F-HRTimeline
LRI Investments, LLC189,739$6.24M0.51%-7,85513F-HRTimeline
Mustard Seed Financial, LLC183,701$6.04M3.89%+14,51913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP180,281$5.93M0.01%+8,55713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC179,001$5.89M0.02%+139,96713F-HRTimeline
Modera Wealth Management, LLC177,045$5.82M0.07%+1,92213F-HRTimeline
Larson Financial Group LLC175,711$5.78M0.2%-36,90113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC171,310$5.64M0.9%+11,86513F-HRTimeline
VANCE WEALTH, LLC169,973$5.59M1.72%+14,50013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp167,452$5.51M0.1%+4,35313F-HRTimelineGroup
Cordant, Inc.165,440$5.44M2.46%+4,50213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC162,688$5.35M1.01%+16,81513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC161,249$5.3M0.04%+40,14913F-HRTimelineGroup
Blue Trust, Inc.153,600$5.05M0.06%-3,49313F-HRTimeline
Johnson Wealth Management, LLC138,994$4.57M2.52%13F-HRTimeline
Vawter Financial, Ltd.136,404$4.49M2.04%new13F-HR/ATimeline
BFSG, LLC129,016$4.24M0.41%+15,93913F-HRTimeline
Redwood Park Advisors LLC128,088$4.21M3.14%+4,19213F-HRTimeline
Sprinkle Financial Consultants LLC124,048$4.08M2.28%+2,94313F-HRTimeline
Farther Finance Advisors, LLC123,102$4.05M0.06%+55,61013F-HRTimeline
Plancorp, LLC121,852$4.01M0.13%+19513F-HRTimeline
First Financial Group Corp120,154$3.95M3.43%+12,83213F-HRTimeline
GEM Asset Management, LLC119,294$3.94M1.87%+2,50013F-HRTimeline
Cyndeo Wealth Partners, LLC119,037$3.92M0.22%+3,32213F-HRTimeline
PINNEY & SCOFIELD, INC.117,793$3.88M2.41%+8,62513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC115,639$3.8M0.02%+45,75213F-HRTimelineGroup
Gradient Capital Advisors, LLC111,513$3.67M0.98%+10,72113F-HRTimeline
Mills Wealth Advisors LLC110,577$3.64M1.48%+8,26813F-HRTimeline
American Investment Services, Inc.107,840$3.55M0.85%+6,83013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC106,665$3.51M1.97%+18,01213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC106,440$3.5M2.54%+8513F-HRTimeline
Private Advisor Group, LLC102,830$3.38M0.02%+9,82413F-HRTimeline
BIP Wealth, LLC102,398$3.37M0.17%+21,76013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC101,243$3.33M0.8%+4,72013F-HRTimeline
Summit Wealth Group, LLC98,912$3.25M0.79%+1,62413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …98,503$3.24M0.07%-2,43313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,519$3.21M<0.01%+6,32613F-HRTimelineGroup
CLG LLC96,087$3.16M0.86%+7,25513F-HRTimeline
Strategent Financial, LLC94,260$3.1M2.22%+3,35713F-HRTimeline
Vantage Point Financial LLC92,112$3.03M1.17%-8,13813F-HRTimeline
Envision Financial Planning, LLC90,391$2.97M1.26%+4,10713F-HRTimeline
Glass Jacobson Investment Advisors llc89,557$2.95M1.07%-67213F-HRTimeline
Pine Harbor Wealth Management, LLC86,998$2.86M0.92%+3,17313F-HRTimeline
DBK Financial Counsel, LLC84,607$2.78M2.34%+15,64813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…83,896$2.76M0.06%+27,06513F-HRTimelineGroup
Investmark Advisory Group LLC83,373$2.74M1.19%-3,64213F-HRTimeline
Compass Financial Group, Inc.82,692$2.72M1.22%+3,82613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.80,297$2.64M0.95%+13,64513F-HRTimeline
Strategic Investment Solutions, Inc. /IL74,500$2.45M0.65%-5,35313F-HRTimeline
Factor Wealth Management LTD74,460$2.45M0.61%+10,90613F-HRTimeline
Vannoy Advisory Group, Inc.74,285$2.44M1.6%-95713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS74,258$2.44M1.42%+23,12713F-HRTimeline
EASTERN BANK67,619$2.22M0.04%-7,38813F-HRTimeline
Porter White Investment Advisors, Inc.66,266$2.18M0.94%+12513F-HRTimeline
FineMark National Bank & Trust65,553$2.16M0.07%+6,94413F-HRTimeline
Mraz, Amerine & Associates, Inc.63,534$2.09M0.33%-16513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.61,888$2.04M0.12%-17,03313F-HRTimelineGroup
Qube Research & Technologies Ltd61,153$2.01M<0.01%+56,04813F-HRTimeline
Drucker Wealth 3.0, LLC59,138$1.95M0.35%+4,80513F-HRTimeline
GEN Financial Management, INC.57,757$1.9M1.64%-2,90813F-HRTimeline
Cambridge Investment Research Advisors,…57,017$1.88M0.01%+25,66613F-HRTimeline
Avidian Wealth Enterprises, LLC56,423$1.86M0.07%013F-HRTimeline
SOL Capital Management CO56,330$1.85M0.17%+7,96113F-HRTimeline
Zhang Financial LLC56,102$1.85M0.07%-87313F-HRTimeline
City State Bank55,466$1.82M0.53%+6,92613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,089$1.81M0.01%+1,65213F-HRTimelineGroup
AIRE ADVISORS, LLC55,014$1.81M0.33%+813F-HRTimeline
PCA Investment Advisory Services Inc.54,649$1.8M0.67%+1,90313F-HRTimeline
Financial Harvest, LLC53,041$1.75M1.18%+16,51113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV51,995$1.71M0.38%+3,19313F-HRTimeline
RETIREMENT GUYS FORMULA LLC51,825$1.71M0.6%-1,00413F-HRTimeline
McMill Wealth Management50,009$1.65M0.47%+2,51113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC48,366$1.59M0.01%-19213F-HRTimelineGroup
L.K. Benson & Company, P.C.47,755$1.57M0.85%+21313F-HRTimeline
SC&H Financial Advisors, Inc.47,487$1.56M0.25%-14,45913F-HRTimeline
Cannon Financial Strategists, Inc.46,418$1.53M0.22%+2,41813F-HRTimeline
Disciplined Investors, L.L.C.44,466$1.46M1.04%-66813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,238$1.46M<0.01%+29,73013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC42,500$1.4M<0.01%-7,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,792$1.34M<0.01%-57613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding40,159$1.32M-19,802Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.38,650$1.27M0.29%+44613F-HRTimeline
M Holdings Securities, Inc.38,434$1.26M0.27%+2,74013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,888$1.21M<0.01%+18,06213F-HRTimelineGroup
Clear Creek Financial Management, LLC36,519$1.2M0.1%-22513F-HRTimeline
Trinity Financial Advisors LLC35,890$1.18M0.34%+50613F-HRTimeline
Disciplined Equity Management, Inc.33,950$1.12M0.61%new13F-HRTimeline
Emprise Bank33,945$1.12M0.48%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC33,278$1.09M0.08%+12913F-HRTimeline
Willow Creek Wealth Management Inc.33,128$1.09M0.09%+17413F-HRTimeline
STALEY CAPITAL ADVISERS INC32,405$1.07M0.04%+5,52513F-HRTimeline
Berger Financial Group, Inc30,937$1.02M0.06%-54413F-HRTimeline
COWA, LLC30,303$997K0.33%+44913F-HRTimeline
Bridgewater Advisors Inc.29,434$961K0.07%013F-HRTimeline
IFP Advisors, Inc29,055$956K0.02%+14,69113F-HR/ATimeline
Samalin Investment Counsel, LLC27,896$918K0.32%+68313F-HRTimeline
Aegis Wealth Management LLC27,786$914K0.49%+7,74713F-HRTimeline
Sterling Financial Planning, Inc.26,816$882K0.28%-4,52813F-HRTimeline
Parkwoods Wealth Partners, LLC26,701$878K0.3%+9,88513F-HRTimeline
CHOREO, LLC26,310$866K0.01%+1,03713F-HRTimeline
Fortress Wealth Management, Inc.25,908$852K0.38%-18213F-HRTimeline
Oceanside Advisors LLC25,532$840K0.52%+34213F-HRTimeline
Formidable Asset Management, LLC26,681$828K0.13%+10,81613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,761$815K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP24,048$791K<0.01%-1,50813F-HRTimeline
Dorsey & Whitney Trust CO LLC23,815$784K0.04%+66613F-HRTimeline
Austin Wealth Management, LLC23,261$763K0.12%-94813F-HRTimeline
Seneschal Advisors, LLC22,833$751K0.55%+2,06813F-HRTimeline
Fortitude Family Office, LLC22,512$741K0.2%013F-HRTimeline
HRT FINANCIAL LP21,635$711K<0.01%new13F-HRTimeline