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 777 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
114,400
shares
|
$5.47 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
113,421
shares
|
$5.42 Million
2.91% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
112,558
shares
|
$5.38 Million
5.44% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
112,504
shares
|
$5.38 Million
0.07% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
112,060
shares
|
$5.36 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
110,329
shares
|
$5.28 Million
1.84% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
109,009
shares
|
$5.21 Million
1.41% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
108,433
shares
|
$5.19 Million
3.52% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
108,376
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
105,849
shares
|
$5.06 Million
2.74% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
105,007
shares
|
$5.02 Million
0.03% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
104,963
shares
|
$5.02 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
104,863
shares
|
$5.01 Million
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
104,199
shares
|
$4.98 Million
1.52% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
103,917
shares
|
$4.97 Million
2.34% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
101,301
shares
|
$4.84 Million
2.65% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
99,820
shares
|
$4.77 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
99,282
shares
|
$4.75 Million
1.21% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
98,762
shares
|
$4.72 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
98,486
shares
|
$4.71 Million
0.15% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
98,379
shares
|
$4.7 Million
3.58% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
98,275
shares
|
$4.7 Million
3.82% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
97,868
shares
|
$4.68 Million
3.07% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
97,275
shares
|
$4.65 Million
2.99% of portfolio
|
Q3 2025
Added 35.08%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
97,232
shares
|
$4.65 Million
1.58% of portfolio
|
Q2 2025
Added 973.44%
|