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DFLV DIMENSIONAL ETF TRUST

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SHS (fund)

Filings received so far for Q3 2026: 19 13F filers report a position in DFLV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC1,975,047$80M1.02%+438,93613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,280,833$51.5M5.75%+248,25313F-HRTimeline
Acropolis Investment Management, LLC916,824$36.8M1.48%-1,33213F-HRTimeline
Trinity Financial Advisors LLC469,483$18.9M4.85%-1,54813F-HRTimeline
BOS Asset Management, LLC400,058$16.1M3.75%+18,37913F-HRTimeline
Farther Finance Advisors, LLC229,719$9.23M0.07%+21,39713F-HRTimeline
Sprinkle Financial Consultants LLC124,986$5.02M1.96%+47213F-HRTimeline
Apeiron RIA LLC116,042$4.68M1.06%+19,56213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC113,466$4.56M0.94%+3,45413F-HRTimeline
Avidian Wealth Enterprises, LLC106,965$4.3M0.12%-4,04113F-HRTimeline
Factor Wealth Management LTD63,365$2.55M0.39%-4,03713F-HRTimeline
Emprise Bank32,177$1.29M0.49%-7113F-HRTimeline
EASTERN BANK15,764$633K0.01%013F-HRTimeline
CogentBlue Wealth Advisors, LLC13,226$531K0.49%-1,95113F-HRTimeline
Financial Symmetry Inc9,927$399K0.13%new13F-HRTimeline
Everhart Financial Group, Inc.9,067$364K0.02%+2,40613F-HRTimeline
Pioneer Wealth Management Group6,276$252K0.06%013F-HRTimeline
Wedmont Private Capital5,786$236K0.01%new13F-HRTimeline
Balefire, LLC5,807$233K0.04%013F-HRTimeline