Institutional Ownership Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV). We have compiled data on the 776 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
24,627,560
shares
|
$1.15 Billion
0.78% of portfolio
|
Q2 2025
Added 1676.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,920,696
shares
|
$934 Million
1.77% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,843,342
shares
|
$649 Million
0.39% of portfolio
|
Q3 2025
Added 76.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$524 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,683,261
shares
|
$407 Million
2.24% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,176,183
shares
|
$336 Million
0.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
6,041,002
shares
|
$283 Million
0.33% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,568,690
shares
|
$261 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,547,432
shares
|
$213 Million
0.06% of portfolio
|
Q3 2025
Reduced 78.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,914,126
shares
|
$183 Million
0.25% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
3,628,776
shares
|
$170 Million
8.44% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,561,564
shares
|
$167 Million
1.05% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,497,364
shares
|
$164 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,485,479
shares
|
$163 Million
0.05% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,408,794
shares
|
$160 Million
0.19% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
3,371,706
shares
|
$158 Million
5.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
3,243,570
shares
|
$152 Million
4.94% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,953,818
shares
|
$138 Million
0.23% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,486,895
shares
|
$117 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,407,903
shares
|
$113 Million
2.97% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$108 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,220,435
shares
|
$104 Million
1.54% of portfolio
|
Q3 2025
Added 603.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,093,013
shares
|
$98.1 Million
0.16% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$91.5 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,876,479
shares
|
$88 Million
0.03% of portfolio
|
Q2 2025
Added 2.75%
|