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 686 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,025,999
shares
|
$841 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,100,299
shares
|
$802 Million
1.75% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$469 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,490,204
shares
|
$357 Million
2.53% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,291,842
shares
|
$306 Million
0.15% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,915,313
shares
|
$290 Million
0.04% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,592,080
shares
|
$235 Million
3.58% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
5,302,239
shares
|
$223 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,624,813
shares
|
$152 Million
0.24% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,519,193
shares
|
$148 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,409,170
shares
|
$143 Million
5.28% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,340,244
shares
|
$140 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,241,547
shares
|
$136 Million
0.05% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,192,081
shares
|
$134 Million
8.05% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,007,183
shares
|
$126 Million
0.99% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
2,915,116
shares
|
$122 Million
4.58% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,657,547
shares
|
$112 Million
0.21% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,551,604
shares
|
$107 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,407,903
shares
|
$101 Million
3.64% of portfolio
|
Q1 2025
Added 62.97%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$97.2 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,072,737
shares
|
$87.1 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,995,650
shares
|
$83.8 Million
0.16% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$82 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$78.3 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,858,815
shares
|
$78.1 Million
1.9% of portfolio
|
Q1 2025
Added 1.06%
|