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 713 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
103,876
shares
|
$4.51 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
103,563
shares
|
$4.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
103,424
shares
|
$4.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
102,811
shares
|
$4.47 Million
1.6% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
101,592
shares
|
$4.41 Million
3.13% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
100,645
shares
|
$4.37 Million
0.78% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
100,163
shares
|
$4.35 Million
1.31% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
99,571
shares
|
$4.32 Million
1.99% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
98,654
shares
|
$4.28 Million
3.73% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
98,486
shares
|
$4.28 Million
0.15% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
97,230
shares
|
$4.22 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
96,777
shares
|
$4.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
96,365
shares
|
$4.19 Million
1.19% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
94,322
shares
|
$4.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
93,794
shares
|
$4.07 Million
3.76% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
93,290
shares
|
$4.05 Million
1.08% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
92,913
shares
|
$4.04 Million
0.92% of portfolio
|
Q2 2025
Added 75.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
92,905
shares
|
$4.03 Million
0.05% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
91,476
shares
|
$3.97 Million
3.53% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
90,917
shares
|
$3.95 Million
1.81% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
88,867
shares
|
$3.86 Million
0.09% of portfolio
|
Q1 2025
Added 573.49%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
88,604
shares
|
$3.85 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
88,297
shares
|
$3.83 Million
0.06% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
85,807
shares
|
$3.73 Million
0.49% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
85,355
shares
|
$3.71 Million
0.47% of portfolio
|
Q1 2025
Added 2.55%
|