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 688 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
77,480
shares
|
$3.29 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
76,525
shares
|
$3.25 Million
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
75,786
shares
|
$3.22 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,444
shares
|
$3.21 Million
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
75,330
shares
|
$3.2 Million
2.05% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
75,321
shares
|
$3.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
74,331
shares
|
$3.16 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
73,388
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
73,353
shares
|
$3.12 Million
0.13% of portfolio
|
Q1 2025
Added 289.53%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
73,114
shares
|
$3.11 Million
1.64% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
72,095
shares
|
$3.06 Million
2.65% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
72,093
shares
|
$3.06 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
71,303
shares
|
$3.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
71,245
shares
|
$3.03 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
70,901
shares
|
$3.01 Million
2.51% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
69,379
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
67,837
shares
|
$2.88 Million
2.74% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
67,764
shares
|
$2.88 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
66,700
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,932
shares
|
$2.8 Million
0.16% of portfolio
|
Q3 2022
Added 160.68%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
65,732
shares
|
$2.79 Million
0.53% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
64,957
shares
|
$2.76 Million
1.06% of portfolio
|
Q1 2025
Reduced 68.38%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
64,278
shares
|
$2.73 Million
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
63,503
shares
|
$2.7 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.92%
|