Dimensional ETF Trust (DFIV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$7K (+126 shares) · bought $7K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Heron Bay Capital ManagementIncreased$233K0.0%+0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of DFIV (all 13F filers)
- Northwestern Mutual Wealth Management33.5 MWealth adviser+2.4 M
- Mercer Global Advisors24.0 MWealth adviser+1.7 M
- PNC Financial Services Group17.2 MBank or trading desk+746 K
- Focus Partners Wealth17.2 MWealth adviser+3.7 M
- Savant Capital10.5 MWealth adviser+1.8 M
- EP Wealth Advisors9.2 MWealth adviser+2.0 M
- Northern Trust7.2 MIndex manager+19 K
- Focus Partners Advisor Solutions5.9 MType not verified−125 K
- Envestnet Asset Management5.1 MWealth adviser+897 K
- Farther Finance Advisors4.7 MType not verified+693 K
- Shares
- 33.5 M
- Change
- +2.4 M
See more
- Type
- Wealth adviser
- Value
- $1.8 bn
- Shares
- 24.0 M
- Change
- +1.7 M
See more
- Type
- Wealth adviser
- Value
- $1.3 bn
- Shares
- 17.2 M
- Change
- +746 K
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- Type
- Bank or trading desk
- Value
- $929M
- Shares
- 17.2 M
- Change
- +3.7 M
See more
- Type
- Wealth adviser
- Value
- $929M
- Shares
- 10.5 M
- Change
- +1.8 M
See more
- Type
- Wealth adviser
- Value
- $574M
- Shares
- 9.2 M
- Change
- +2.0 M
See more
- Type
- Wealth adviser
- Value
- $497M
- Shares
- 7.2 M
- Change
- +19 K
See more
- Type
- Index manager
- Value
- $391M
- Shares
- 5.9 M
- Change
- −125 K
See more
- Type
- Type not verified
- Value
- $320M
- Shares
- 5.1 M
- Change
- +897 K
See more
- Type
- Wealth adviser
- Value
- $275M
- Shares
- 4.7 M
- Change
- +693 K
See more
- Type
- Type not verified
- Value
- $255M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗