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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

348 managers (350 13F filers) reported a position in DFLV shares at 2025-12-31, 120,978,706 shares in all. 33 filers opened a position and 15 filers sold out during the quarter.

Managers
348
13F filers
350
New
33
Added
195
Reduced
68
Sold out
15
Shares held by filers
120,978,706

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC17,497,390$599M3.4%+2,023,14513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,263,508$214M0.29%+1,106,05113F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,440,601$152M1.96%+187,91213F-HRTimeline
Foster Group, Inc.4,143,117$142M4.28%+1,70013F-HRTimeline
Truepoint, Inc.3,410,368$117M2.63%+261,00913F-HRTimeline
EP Wealth Advisors, LLC3,126,872$107M0.56%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,957,759$101M11.1%-95,50613F-HRTimeline
Root Financial Partners, LLC2,744,210$93.9M4.85%+846,91513F-HRTimeline
Vise Technologies, Inc.2,580,784$88.3M1.73%+1,746,93013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,559,158$87.5M0.34%-60,95313F-HRTimelineGroup
Cetera Investment Advisers2,321,233$79.4M0.09%+304,33513F-HRTimeline
Summit Financial Strategies, Inc.2,201,232$75.3M6.19%+193,95413F-HRTimeline
HighTower Advisors, LLC2,162,734$74M0.08%+57,99513F-HRTimeline
Beacon Pointe Advisors, LLC2,075,239$71M0.5%+223,15113F-HRTimeline
DiNuzzo Private Wealth, Inc.1,815,396$62.1M6.76%-31,09513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,760,605$60.2M0.09%+400,88913F-HRTimelineGroup
LPL Financial LLC1,588,108$54.3M0.01%+124,52413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,464,846$50.1M3.23%+56,37813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,373,880$47M0.02%+100,41213F-HRTimelineGroup
Quent Capital, LLC1,326,195$45.4M3.27%+122,45013F-HRTimeline
Apella Capital, LLC1,318,903$45.1M0.89%+140,39213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,205,696$42.7M0.06%+1,50313F-HRTimeline
Index Fund Advisors, Inc.1,205,736$41.2M1.94%+66,24813F-HRTimeline
MATHER GROUP, LLC.1,180,027$40.4M0.42%+51,66513F-HRTimeline
Premier Financial Group1,135,825$39M10.18%+3,92713F-HRTimeline
Destiny Wealth Partners, LLC1,035,634$37M4.24%+62,12013F-HRTimeline
CWM, LLCin group CWM, LLC968,394$33.1M0.09%+958,81913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/966,066$33M<0.01%+62,80913F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC945,906$32.4M1.02%+183,77713F-HRTimeline
Mariner, LLCin group Mariner, LLC942,514$32.2M0.04%+176,84113F-HRTimelineGroup
OneDigital Investment Advisors LLC935,581$32M0.31%+1,15013F-HRTimeline
EnRich Financial Partners LLC934,046$32M8.71%-5,12713F-HRTimeline
Team Hewins, LLC915,237$31.3M10.09%+43,47313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC893,483$30.9M7.76%+12,02213F-HRTimeline
Acropolis Investment Management, LLC897,676$30.7M1.38%+101,42713F-HRTimeline
Tumwater Wealth Management, LLC891,486$30.5M12.43%+35,63213F-HRTimeline
WPWealth LLP886,730$30.3M4.75%-162,71213F-HRTimeline
ACORN CREEK CAPITAL LLC793,178$27.1M9.75%+15,78813F-HRTimeline
Diversified Portfolios, Inc.768,137$26.3M2.19%+30,81613F-HRTimeline
Tilson Financial Group, Inc.764,535$26.2M8.05%+26,56113F-HRTimeline
Fort Vancouver Investment Management, L…742,632$25.4M13.58%+31,69713F-HRTimeline
Betterment LLC740,678$25.3M0.05%+67,13513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC702,511$24M0.01%+604,99213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC679,626$23.2M2.03%+93,72313F-HRTimeline
Wealth Architects, LLC661,399$22.6M2.04%+55,14813F-HRTimeline
STAGE HARBOR FINANCIAL, LLC632,635$21.6M14.59%+26,83913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.599,978$20.5M2.9%+75,20313F-HRTimeline
Three Arch Wealth Management LLC598,695$20.5M3.84%13F-HRTimeline
HILL ISLAND FINANCIAL LLC594,638$20.3M4.87%+19,06713F-HRTimeline
Creative Planningin group Creative Planning571,116$19.5M0.01%+73,06213F-HRTimelineGroup
VeraBank, N.A.540,716$18.5M3.36%+11,44313F-HRTimeline
Evanson Asset Management, LLC527,946$18.1M0.97%+49,23213F-HRTimeline
Lakeshore Financial Planning, Inc.516,378$17.7M6.31%-1,60913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV508,799$17.4M2.71%+129,47913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding481,198$16.5M-22,249Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO472,868$16.2M<0.01%+16,62713F-HRTimelineGroup
Financial Engines Advisors L.L.C.445,486$15.2M0.03%+8,77113F-HRTimeline
Trinity Financial Advisors LLC432,317$14.8M4.14%+396,42713F-HRTimeline
KELLY FINANCIAL GROUP LLC430,807$14.7M3.75%+16,00613F-HRTimeline
Austin Asset Management Co Inc430,083$14.7M2.42%+1,81813F-HRTimeline
Chicago Partners Investment Group LLC391,347$13.9M0.34%-19,86813F-HRTimeline
SACHEM HILL LLC406,193$13.9M2.7%+14,07813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC386,810$13.2M1.71%-10,07413F-HRTimeline
Advisory Alpha, LLC382,785$13.1M0.36%+10,81113F-HRTimeline
Linscomb Wealth, Inc.380,248$13M0.55%+45,53613F-HRTimeline
Sterling Wealth Management, Inc.373,537$12.8M3.65%+44,77913F-HRTimeline
BOS Asset Management, LLC373,499$12.8M3.42%+6,73513F-HRTimeline
Francis Financial, Inc.362,504$12.4M2.43%-19,55113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.351,235$12M4.07%+36,62813F-HRTimeline
Disciplined Investments, LLC350,864$12M4.61%+20,80313F-HRTimeline
FinDec Wealth Services, Inc.344,721$11.8M12.65%-23,55813F-HRTimeline
Allworth Financial LP340,764$11.7M0.05%+17,83413F-HRTimeline
Burk Holdings LLC339,566$11.6M5.54%+13,98713F-HRTimeline
Equita Financial Network, Inc.324,916$11.1M3.35%+37,60613F-HRTimeline
RFG Advisory, LLC324,501$11.1M0.21%+3,67313F-HRTimeline
Prudent Man Investment Management, Inc.305,129$10.4M3.51%+304,88913F-HRTimeline
Pillar Financial Advisors, LLC288,829$9.88M5.96%+18,63413F-HRTimeline
SAX WEALTH ADVISORS, LLC288,144$9.86M0.46%+25,04813F-HRTimeline
Foundry Financial LLC284,673$9.74M5.12%13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.274,750$9.4M2.46%+34,31513F-HRTimeline
Level Financial Advisors274,575$9.39M2.48%+30,95813F-HRTimeline
TCI Wealth Advisors, Inc.270,316$9.25M0.51%+39,59913F-HRTimeline
Gemmer Asset Management LLC269,393$9.22M0.71%+13,28113F-HRTimeline
Golden Bell Financial Planning LLC261,083$8.93M7.44%+38,66713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC259,098$8.86M0.87%+6,02513F-HRTimeline
Sequoia Financial Advisors, LLC256,135$8.76M0.05%-78,99313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC248,126$8.49M0.01%+9,73313F-HRTimeline
Ruedi Wealth Management, Inc.233,770$8M2.1%+7,57913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC233,400$7.98M1.13%+6,58713F-HRTimeline
SB Capital Management Inc224,042$7.66M2.81%13F-HRTimeline
Longview Financial Advisors LLC221,940$7.59M4.19%-1613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC217,650$7.45M1.14%+46,34013F-HRTimeline
Composition Wealth, LLC210,538$7.2M0.1%-49713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp203,071$6.95M0.13%+35,61913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,915$6.91M0.01%-3,84013F-HRTimelineGroup
Mustard Seed Financial, LLC201,613$6.9M4.34%+17,91213F-HRTimeline
VANCE WEALTH, LLC198,367$6.79M2.02%+28,39413F-HR/ATimeline
NewEdge Advisors, LLC197,246$6.75M0.02%-11,85413F-HRTimeline
MML INVESTORS SERVICES, LLC193,654$6.62M0.02%+14,65313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP191,938$6.57M0.01%+11,65713F-HRTimelineGroup
Waverly Advisors, LLC190,915$6.53M0.05%+57713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC183,164$6.27M0.05%+21,91513F-HRTimelineGroup
Wolfstich Capital, LLC182,361$6.24M5.75%new13F-HRTimeline
Modera Wealth Management, LLC176,908$6.05M0.07%-13713F-HRTimeline
Cordant, Inc.176,064$6.02M2.53%+10,62413F-HRTimeline
LRI Investments, LLC175,324$6M0.48%-14,41513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC169,985$5.82M<0.01%-184,10313F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC169,829$5.81M1.06%+7,14113F-HRTimeline
Larson Financial Group LLC169,446$5.8M0.19%-6,26513F-HRTimeline
BFSG, LLC166,515$5.7M0.55%+37,49913F-HRTimeline
Farther Finance Advisors, LLC159,631$5.46M0.06%+36,52913F-HRTimeline
Johnson Wealth Management, LLC159,485$5.46M2.71%+20,49113F-HRTimeline
Blue Trust, Inc.154,185$5.27M0.06%+58513F-HRTimeline
Redwood Park Advisors LLC151,940$5.2M3.53%+23,85213F-HRTimeline
PINNEY & SCOFIELD, INC.144,359$4.94M2.8%+26,56613F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.142,810$4.89M1.76%new13F-HRTimeline
Vawter Financial, Ltd.139,224$4.76M2.01%+2,82013F-HR/ATimeline
McCartney Wealth Management LLC133,406$4.56M3.94%13F-HRTimeline
GEM Asset Management, LLC129,827$4.54M2.02%+10,53313F-HRTimeline
BIP Wealth, LLC129,656$4.44M0.16%+27,25813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS121,316$4.33M2.2%+47,05813F-HRTimeline
First Financial Group Corp125,106$4.28M3.64%+4,95213F-HRTimeline
Sprinkle Financial Consultants LLC125,089$4.28M2.17%+1,04113F-HRTimeline
Gradient Capital Advisors, LLC123,114$4.21M1.09%+11,60113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…123,022$4.21M0.08%+39,12613F-HRTimelineGroup
Plancorp, LLC122,026$4.17M0.13%+17413F-HRTimeline
Mills Wealth Advisors LLC115,275$3.94M1.56%+4,69813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC115,184$3.94M2.69%+8,74413F-HRTimeline
FineMark National Bank & Trust115,034$3.94M0.12%+49,48113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC116,792$3.93M0.02%+1,15313F-HRTimelineGroup
Arax Advisory Partners114,365$3.91M0.11%new13F-HRTimeline
DBK Financial Counsel, LLC111,639$3.82M2.93%+27,03213F-HRTimeline
American Investment Services, Inc.111,300$3.81M0.88%+3,46013F-HRTimeline
Cyndeo Wealth Partners, LLC110,821$3.79M0.2%-8,21613F-HRTimeline
BDFS Capital LLC109,865$3.76M1.9%13F-HRTimeline
Private Advisor Group, LLC106,579$3.65M0.02%+3,74913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC105,008$3.59M0.82%+3,76513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC104,526$3.58M1.94%-2,13913F-HRTimeline
CLG LLC104,180$3.56M0.89%+8,09313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …102,404$3.5M0.07%+3,90113F-HRTimelineGroup
Summit Wealth Group, LLC99,727$3.41M0.8%+81513F-HRTimeline
Glass Jacobson Investment Advisors llc98,716$3.38M1.21%+9,15913F-HRTimeline
M Holdings Securities, Inc.97,722$3.34M0.24%+59,28813F-HRTimeline
Strategent Financial, LLC94,537$3.23M2.05%+27713F-HRTimeline
Envision Financial Planning, LLC94,425$3.23M1.22%+4,03413F-HRTimeline
Apeiron RIA LLC88,181$3.19M0.65%+72,92313F-HRTimeline
Vantage Point Financial LLC89,473$3.06M1.09%-2,63913F-HRTimeline
Compass Financial Group, Inc.88,645$3.03M1.34%+5,95313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.86,634$2.96M1.04%+6,33713F-HRTimeline
Pine Harbor Wealth Management, LLC86,159$2.95M0.9%-83913F-HRTimeline
Investmark Advisory Group LLC85,284$2.92M1.24%+1,91113F-HRTimeline
PKS Advisory Services, LLC84,338$2.89M0.66%new13F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …77,990$2.67M2.5%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL74,480$2.55M0.61%-2013F-HRTimeline
Factor Wealth Management LTD74,116$2.54M0.55%-34413F-HRTimeline
Vannoy Advisory Group, Inc.73,472$2.51M1.59%-81313F-HRTimeline
Qube Research & Technologies Ltd72,617$2.48M<0.01%+11,46413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV69,738$2.39M0.52%+17,74313F-HRTimeline
City State Bank69,506$2.38M0.65%+14,04013F-HRTimeline
Merit Financial Group, LLC67,593$2.31M0.02%-149,35513F-HRTimeline
E6 Portfolios, LLC66,611$2.28M2.61%13F-HRTimeline
Porter White Investment Advisors, Inc.66,186$2.26M0.93%-8013F-HRTimeline
Total Wealth Planning, LLC64,589$2.21M4.73%-992,75413F-HRTimeline
SOL Capital Management CO64,297$2.2M0.2%+7,96713F-HRTimeline
Financial Harvest, LLC63,484$2.17M1.34%+10,44313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.62,849$2.15M0.12%+96113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,044$2.12M<0.01%+46,52113F-HRTimelineGroup
Sanctuary Advisors, LLC61,260$2.1M0.01%+45,57913F-HRTimeline
Drucker Wealth 3.0, LLC61,106$2.09M0.37%+1,96813F-HRTimeline
Mraz, Amerine & Associates, Inc.60,709$2.08M0.31%-2,82513F-HRTimeline
GEN Financial Management, INC.57,839$1.98M1.25%+8213F-HRTimeline
Ferguson Johnson Wealth Management Inc57,397$1.96M1.63%13F-HRTimeline
Avidian Wealth Enterprises, LLC56,423$1.93M0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,510$1.9M0.01%+42113F-HRTimelineGroup
Cambridge Investment Research Advisors,…55,146$1.89M<0.01%-1,87113F-HRTimeline
AIRE ADVISORS, LLC55,093$1.88M0.34%+7913F-HRTimeline
STALEY CAPITAL ADVISERS INC53,429$1.83M0.08%+21,02413F-HRTimeline
McMill Wealth Management52,730$1.8M0.51%+2,72113F-HRTimeline
Berger Financial Group, Inc51,676$1.77M0.1%+20,73913F-HRTimeline
RETIREMENT GUYS FORMULA LLC50,605$1.73M0.79%-1,22013F-HRTimeline
Quantinno Capital Management LP50,222$1.72M<0.01%+26,17413F-HRTimeline
Zhang Financial LLC48,231$1.65M0.06%-7,87113F-HRTimeline
L.K. Benson & Company, P.C.47,943$1.64M0.82%+18813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,874$1.64M0.01%-49213F-HRTimelineGroup
Disciplined Investors, L.L.C.46,484$1.59M1.04%+2,01813F-HRTimeline
Cannon Financial Strategists, Inc.44,741$1.53M0.21%-1,67713F-HRTimeline
SC&H Financial Advisors, Inc.44,200$1.51M0.23%-3,28713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,497$1.49M<0.01%+2,70513F-HRTimeline
Eldridge Investment Advisors, Inc.43,025$1.47M0.32%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.40,698$1.39M0.3%+2,04813F-HRTimeline
PCA Investment Advisory Services Inc.39,993$1.37M0.48%-14,65613F-HRTimeline
Savvy Advisors, Inc.38,682$1.32M0.04%new13F-HRTimeline
Clear Creek Financial Management, LLC38,650$1.32M0.11%+2,13113F-HRTimeline
LJI Wealth Management, LLC38,067$1.3M0.2%+30,20813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.36,642$1.25M0.12%13F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.35,578$1.22M1.2%13F-HRTimeline
Vistica Wealth Advisors, LLC33,981$1.16M1.16%13F-HRTimeline
Disciplined Equity Management, Inc.33,950$1.16M0.6%013F-HRTimeline
Emprise Bank33,795$1.16M0.48%-15013F-HRTimeline
COWA, LLC33,657$1.15M0.35%+3,35413F-HRTimeline