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 792 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$5.82 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
119,802
shares
|
$5.74 Million
0.25% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
119,178
shares
|
$5.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
116,973
shares
|
$5.6 Million
1.43% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
116,769
shares
|
$5.59 Million
0.19% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
114,509
shares
|
$5.49 Million
19.7% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
114,400
shares
|
$5.48 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
113,421
shares
|
$5.43 Million
2.91% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
112,558
shares
|
$5.39 Million
5.44% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
112,504
shares
|
$5.39 Million
0.07% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
112,060
shares
|
$5.37 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
111,933
shares
|
$5.36 Million
1.56% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
110,329
shares
|
$5.29 Million
1.84% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
110,208
shares
|
$5.28 Million
3.82% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
109,609
shares
|
$5.25 Million
3.36% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
108,433
shares
|
$5.2 Million
3.52% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
105,966
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
105,849
shares
|
$5.07 Million
2.74% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
104,963
shares
|
$5.03 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
104,863
shares
|
$5.02 Million
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
103,917
shares
|
$4.98 Million
2.34% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
101,301
shares
|
$4.85 Million
2.65% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
101,119
shares
|
$4.84 Million
2.82% of portfolio
|
Q3 2025
Added 262.02%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
99,820
shares
|
$4.78 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
99,282
shares
|
$4.76 Million
1.21% of portfolio
|
Q3 2025
Added 3.03%
|
|