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Disclosery

DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

367 managers (369 13F filers) reported a position in DFLV shares at 2026-03-31, 135,013,179 shares in all. 46 filers opened a position and 27 filers sold out during the quarter.

Managers
367
13F filers
369
New
46
Added
202
Reduced
87
Sold out
27
Shares held by filers
135,013,179

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC20,622,687$736M3.56%+3,125,29713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,770,021$242M0.35%+506,51313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,591,120$164M2.02%+150,51913F-HRTimeline
Foster Group, Inc.4,059,266$145M4.31%-83,85113F-HRTimeline
Cetera Investment Advisers3,667,210$131M0.14%+1,345,97713F-HRTimeline
Truepoint, Inc.3,585,713$128M2.86%+175,34513F-HRTimeline
Root Financial Partners, LLC3,143,873$112M5.19%+399,66313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,995,202$107M10.95%+37,44313F-HRTimeline
EP Wealth Advisors, LLC2,793,707$99.8M0.49%-333,16513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,553,519$91.2M0.36%-5,63913F-HRTimelineGroup
Vise Technologies, Inc.2,580,784$88.3M1.73%013F-HRTimeline
Summit Financial Strategies, Inc.2,408,269$86M6.78%+207,03713F-HRTimeline
Beacon Pointe Advisors, LLC2,191,034$78.2M0.41%+115,79513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,166,874$77.4M0.11%+406,26913F-HRTimelineGroup
HighTower Advisors, LLC2,161,041$77.2M0.08%-1,69313F-HRTimeline
LPL Financial LLC1,808,994$64.6M0.02%+220,88613F-HRTimeline
DiNuzzo Private Wealth, Inc.1,804,410$64.4M6.94%-10,98613F-HRTimeline
Apella Capital, LLC1,464,732$54.7M0.81%+145,82913F-HRTimeline
Quent Capital, LLC1,475,653$52.7M3.74%+149,45813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,463,782$52.3M0.02%+89,90213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,411,955$50.4M3.66%-52,89113F-HRTimeline
Index Fund Advisors, Inc.1,368,350$48.9M2.2%+162,61413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,326,979$47.4M1.47%+381,07313F-HRTimeline
MATHER GROUP, LLC.1,244,911$44.5M0.44%+64,88413F-HRTimeline
Premier Financial Group1,138,949$40.9M6.96%+3,12413F-HRTimeline
CWM, LLCin group CWM, LLC1,136,931$40.6M0.11%+168,53713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,135,924$40.6M0.05%+193,41013F-HRTimelineGroup
Destiny Wealth Partners, LLC1,014,935$36.2M3.96%-20,69913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/958,442$34.2M<0.01%-7,62413F-HRTimelineGroup
Team Hewins, LLC944,372$33.7M10.02%+29,13513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC913,706$33.6M7.82%+20,22313F-HRTimeline
OneDigital Investment Advisors LLC936,769$33.5M0.33%+1,18813F-HRTimeline
Lakeshore Financial Planning, Inc.931,589$33.3M12.06%+415,21113F-HRTimeline
Diversified Portfolios, Inc.916,445$32.7M2.69%+148,30813F-HRTimeline
EnRich Financial Partners LLC908,182$32.4M8.6%-25,86413F-HRTimeline
Acropolis Investment Management, LLC906,845$32.4M1.43%+9,16913F-HRTimeline
Tumwater Wealth Management, LLC894,899$32M12.85%+3,41313F-HRTimeline
Waterloo Capital, L.P.843,190$30.1M2.11%new13F-HRTimeline
Linscomb Wealth, Inc.838,061$29.9M1.33%+457,81313F-HRTimeline
WPWealth LLP825,675$29.5M4.51%-61,05513F-HRTimeline
Betterment LLC811,170$29M0.05%+70,49213F-HRTimeline
ACORN CREEK CAPITAL LLC791,358$28.3M10.09%-1,82013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC784,607$28M0.01%+82,09613F-HRTimelineGroup
Fort Vancouver Investment Management, L…781,835$27.9M14.18%+39,20313F-HRTimeline
Tilson Financial Group, Inc.781,347$27.9M8.37%+16,81213F-HRTimeline
Wescott Financial Advisory Group, LLC762,244$27.2M2.39%+82,61813F-HRTimeline
Wealth Architects, LLC696,762$24.9M2.22%+35,36313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.691,191$24.7M3.44%+91,21313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…686,190$24.6M0.05%-519,50613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV669,753$23.9M3.17%+160,95413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC667,183$23.8M15.8%+34,54813F-HRTimeline
Three Arch Wealth Management LLC617,575$22.1M3.97%+18,88013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC615,545$22M0.01%+445,56013F-HRTimelineGroup
Evanson Asset Management, LLC601,058$21.5M1.15%+73,11213F-HRTimeline
HILL ISLAND FINANCIAL LLC599,600$21.4M5.2%+4,96213F-HRTimeline
Creative Planningin group Creative Planning581,934$20.8M0.01%+10,81813F-HRTimelineGroup
West Financial Advisors, LLC571,794$20.4M3.47%new13F-HRTimeline
Compass Advisory Group LLC554,370$19.8M5.3%new13F-HRTimeline
VeraBank, N.A.554,098$19.8M3.62%+13,38213F-HRTimeline
Clearstead Advisors, LLC532,232$19M0.17%+531,50513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding528,986$18.4M+47,788Timeline
Trinity Financial Advisors LLC462,490$16.5M4.7%+30,17313F-HRTimeline
Financial Engines Advisors L.L.C.441,756$15.8M0.03%-3,73013F-HRTimeline
Austin Asset Management Co Inc432,188$15.4M2.54%+2,10513F-HRTimeline
SACHEM HILL LLC427,260$15.3M2.96%+21,06713F-HRTimeline
Foundry Financial LLC426,999$15.2M6.46%+142,32613F-HRTimeline
KELLY FINANCIAL GROUP LLC422,016$15.1M3.79%-8,79113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO423,583$14.9M<0.01%-49,28513F-HR/ATimelineGroup
Disciplined Investments, LLC397,623$14.2M5.1%+46,75913F-HRTimeline
Chicago Partners Investment Group LLC373,652$14M0.31%-17,69513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC382,353$13.7M1.71%-4,45713F-HRTimeline
BOS Asset Management, LLC381,397$13.6M3.48%+7,89813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV380,318$13.6M0.02%+373,03113F-HRTimeline
Sterling Wealth Management, Inc.380,080$13.6M3.73%+6,54313F-HRTimeline
Advisory Alpha, LLC372,399$13.3M0.36%-10,38613F-HRTimeline
Burk Holdings LLC367,119$13.1M5.62%+27,55313F-HRTimeline
Equita Financial Network, Inc.363,171$13M4.08%+38,25513F-HRTimeline
Allworth Financial LP356,345$12.7M0.05%+15,58113F-HRTimeline
RFG Advisory, LLC331,896$11.9M0.22%+7,39513F-HRTimeline
McKinley Carter Wealth Services, Inc.312,637$11.2M0.64%new13F-HRTimeline
Navigate Wealth Management, LLC291,137$10.9M7.63%13F-HRTimeline
Pillar Financial Advisors, LLC299,575$10.7M6.25%+10,74613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC295,228$10.5M1%+36,13013F-HRTimeline
TCI Wealth Advisors, Inc.294,720$10.5M0.56%+24,40413F-HRTimeline
Prudent Man Investment Management, Inc.304,881$10.4M3.51%-24813F-HRTimeline
Level Financial Advisors290,577$10.4M2.65%+16,00213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.286,884$10.2M2.71%+12,13413F-HRTimeline
FinDec Wealth Services, Inc.285,027$10.2M12.45%-59,69413F-HRTimeline
Gemmer Asset Management LLC284,823$10.2M0.81%+15,43013F-HRTimeline
SAX WEALTH ADVISORS, LLC288,144$9.86M0.48%013F-HRTimeline
Golden Bell Financial Planning LLC275,360$9.83M7.84%+14,27713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC271,684$9.7M0.01%+23,55813F-HRTimeline
Ruedi Wealth Management, Inc.260,194$9.29M2.39%+26,42413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC248,840$8.89M1.18%+15,44013F-HRTimeline
WJ Wealth Management, LLC238,609$8.52M3.99%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp233,457$8.34M0.16%+30,38613F-HRTimelineGroup
Longview Financial Advisors LLC229,013$8.18M4.44%+7,07313F-HRTimeline
VANCE WEALTH, LLC227,306$8.12M2.34%+28,93913F-HRTimeline
MML INVESTORS SERVICES, LLC226,582$8.09M0.02%+32,92813F-HRTimeline
Waverly Advisors, LLC225,065$8.04M0.06%+34,15013F-HRTimeline
Mustard Seed Financial, LLC222,848$7.96M4.77%+21,23513F-HRTimeline
Cambridge Investment Research Advisors,…221,072$7.89M0.02%+165,92613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.213,633$7.63M0.01%+11,71813F-HRTimelineGroup
Cordant, Inc.209,434$7.48M3.04%+33,37013F-HRTimeline
BFSG, LLC202,145$7.22M0.68%+35,63013F-HRTimeline
Sequoia Financial Advisors, LLC201,543$7.2M0.04%-54,59213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,204$6.86M0.01%+26613F-HRTimelineGroup
NewEdge Advisors, LLC181,585$6.48M0.02%-15,66113F-HR/ATimeline
Modera Wealth Management, LLC176,867$6.32M0.08%-4113F-HRTimeline
Johnson Wealth Management, LLC174,681$6.24M3.01%+15,19613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC174,594$6.23M1.12%+4,76513F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC169,301$6.05M0.05%-13,86313F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC168,898$6.03M0.89%-48,75213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS165,869$5.92M2.78%+44,55313F-HRTimeline
LRI Investments, LLC164,233$5.86M0.52%-11,09113F-HRTimeline
Blue Trust, Inc.163,877$5.85M0.07%+9,69213F-HRTimeline
Farther Finance Advisors, LLC163,392$5.85M0.06%+3,76113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.161,810$5.78M1.96%+19,00013F-HRTimeline
Elser Financial Planning, Inc160,572$5.73M0.28%new13F-HRTimeline
Larson Financial Group LLC158,201$5.65M0.18%-11,24513F-HRTimeline
Redwood Park Advisors LLC154,716$5.52M4.09%+2,77613F-HRTimeline
GEM Asset Management, LLC154,425$5.51M2.43%+24,59813F-HRTimeline
BIP Wealth, LLC153,699$5.49M0.22%+24,04313F-HRTimeline
PINNEY & SCOFIELD, INC.149,453$5.34M2.88%+5,09413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,534$5.27M<0.01%+124,60813F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC141,654$5.06M3.19%+26,47013F-HRTimeline
Vawter Financial, Ltd.139,619$4.99M2.1%+39513F-HR/ATimeline
First Financial Group Corp136,991$4.89M3.99%+11,88513F-HRTimeline
McCartney Wealth Management LLC135,922$4.85M4.09%+2,51613F-HRTimeline
American Investment Services, Inc.130,052$4.64M1.04%+18,75213F-HRTimeline
DBK Financial Counsel, LLC129,154$4.61M3.49%+17,51513F-HRTimeline
Gradient Capital Advisors, LLC128,656$4.59M1.19%+5,54213F-HRTimeline
Sprinkle Financial Consultants LLC127,214$4.54M2.1%+2,12513F-HRTimeline
Private Advisor Group, LLC126,404$4.51M0.02%+19,82513F-HRTimeline
Plancorp, LLC122,759$4.51M0.13%+73313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…123,350$4.4M0.09%+32813F-HRTimelineGroup
Mills Wealth Advisors LLC122,262$4.37M1.53%+6,98713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.119,468$4.27M1.45%+32,83413F-HRTimeline
Francis Financial, Inc.117,957$4.21M0.78%-244,54713F-HRTimeline
Composition Wealth, LLC117,677$4.2M0.06%-92,86113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK117,518$4.2M0.02%new13F-HRTimelineGroup
BDFS Capital LLC115,841$4.14M1.99%+5,97613F-HRTimeline
Glass Jacobson Investment Advisors llc113,320$4.05M1.4%+14,60413F-HRTimeline
CLG LLC112,713$4.02M1%+8,53313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC111,469$3.98M2.15%+6,94313F-HR/ATimeline
Avidian Wealth Enterprises, LLC110,100$3.93M0.12%+53,67713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC109,128$3.9M0.88%+4,12013F-HRTimeline
Cyndeo Wealth Partners, LLC107,489$3.84M0.2%-3,33213F-HRTimeline
Sage Mountain Advisors LLC106,502$3.8M0.27%new13F-HRTimeline
PKS Advisory Services, LLC104,639$3.74M0.87%+20,30113F-HRTimeline
Quantinno Capital Management LP103,757$3.71M0.01%+53,53513F-HRTimeline
Summit Wealth Group, LLC102,082$3.65M0.84%+2,35513F-HRTimeline
Arax Advisory Partners101,611$3.63M0.1%-12,75413F-HRTimeline
Qube Research & Technologies Ltd99,457$3.55M0.01%+26,84013F-HRTimeline
M Holdings Securities, Inc.95,282$3.54M0.24%-2,44013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …98,726$3.53M0.07%-3,67813F-HRTimelineGroup
PROFESSIONAL FINANCIAL SOLUTIONS LLC …98,242$3.51M3.12%+20,25213F-HRTimeline
Compass Financial Group, Inc.96,871$3.46M1.56%+8,22613F-HRTimeline
Envision Financial Planning, LLC95,430$3.41M1.23%+1,00513F-HRTimeline
Strategent Financial, LLC94,883$3.39M2.3%+34613F-HRTimeline
Eldridge Investment Advisors, Inc.93,620$3.34M0.73%+50,59513F-HRTimeline
Apeiron RIA LLC91,678$3.27M0.76%+3,49713F-HRTimeline
Vantage Point Financial LLC85,625$3.06M1.07%-3,84813F-HRTimeline
Investmark Advisory Group LLC84,402$3.01M1.29%-88213F-HRTimeline
McGrath & Associates, Inc.51,589$3.01M4.43%+33,20813F-HRTimeline
City State Bank84,176$3.01M0.78%+14,67013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd80,371$2.87M0.03%new13F-HRTimelineGroup
Pine Harbor Wealth Management, LLC77,770$2.78M0.83%-8,38913F-HRTimeline
Financial Harvest, LLC76,600$2.74M1.61%+13,11613F-HRTimeline
Factor Wealth Management LTD76,318$2.73M0.51%+2,20213F-HRTimeline
Strategic Investment Solutions, Inc. /IL75,389$2.69M0.65%+90913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC74,900$2.67M<0.01%new13F-HRTimeline
E6 Portfolios, LLC72,973$2.61M2.72%+6,36213F-HRTimeline
Vannoy Advisory Group, Inc.71,395$2.55M1.61%-2,07713F-HRTimeline
Merit Financial Group, LLC69,520$2.48M0.02%+1,92713F-HRTimeline
STALEY CAPITAL ADVISERS INC68,994$2.46M0.1%+15,56513F-HRTimeline
Sanctuary Advisors, LLC66,711$2.38M0.01%+5,45113F-HRTimeline
Porter White Investment Advisors, Inc.66,575$2.38M0.95%+38913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV65,798$2.35M0.51%-3,94013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.65,124$2.33M0.13%+2,27513F-HRTimelineGroup
Wolfstich Capital, LLC64,856$2.27M1.99%-117,50513F-HRTimeline
Integras Partners LLC63,541$2.27M1.49%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC63,619$2.27M0.01%-53,17313F-HRTimelineGroup
Wilkerson Advisory Group LLC63,463$2.27M0.78%new13F-HRTimeline
Clear Creek Financial Management, LLC62,730$2.24M0.17%+24,08013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…62,659$2.24M0.31%+56,25113F-HRTimeline
Ferguson Johnson Wealth Management Inc61,598$2.2M1.78%+4,20113F-HRTimeline
Disciplined Investors, L.L.C.59,009$2.11M1.25%+12,52513F-HRTimeline
SC&H Financial Advisors, Inc.58,239$2.08M0.31%+14,03913F-HRTimeline
GEN Financial Management, INC.57,763$2.06M1.28%-7613F-HRTimeline
Mraz, Amerine & Associates, Inc.57,584$2.06M0.3%-3,12513F-HRTimeline
Drucker Wealth 3.0, LLC57,088$2.04M0.36%-4,01813F-HRTimeline
AIRE ADVISORS, LLC54,322$1.94M0.35%-77113F-HRTimeline
Berger Financial Group, Inc49,697$1.77M0.1%-1,97913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,818$1.77M0.01%-3,69213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.49,472$1.77M0.03%+38,02613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC48,601$1.74M0.01%+72713F-HRTimelineGroup
L.K. Benson & Company, P.C.48,120$1.72M0.57%+17713F-HRTimeline
Zhang Financial LLC46,973$1.68M0.06%-1,25813F-HRTimeline
Cannon Financial Strategists, Inc.46,515$1.66M0.22%+1,77413F-HRTimeline