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 |
|---|---|---|---|---|---|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
97,232
shares
|
$4.56 Million
1.58% of portfolio
|
Q2 2025
Added 973.44%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
95,942
shares
|
$4.5 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
95,519
shares
|
$4.48 Million
0.09% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
94,607
shares
|
$4.43 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
94,037
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
93,791
shares
|
$4.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
93,526
shares
|
$4.38 Million
0.13% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
93,268
shares
|
$4.37 Million
1.14% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
92,913
shares
|
$4.35 Million
0.92% of portfolio
|
Q2 2025
Added 75.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
92,699
shares
|
$4.34 Million
0.06% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
92,670
shares
|
$4.34 Million
2.49% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
89,810
shares
|
$4.21 Million
3.5% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
88,505
shares
|
$4.15 Million
1.31% of portfolio
|
Q3 2025
Reduced 19.42%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
87,693
shares
|
$4.11 Million
0.99% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
86,849
shares
|
$4.07 Million
3.3% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
86,643
shares
|
$4.06 Million
1.87% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
86,418
shares
|
$4.05 Million
0.51% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
85,974
shares
|
$4.03 Million
0.49% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
85,411
shares
|
$4 Million
0.48% of portfolio
|
Q2 2025
Added 43.25%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
84,402
shares
|
$3.96 Million
1.82% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
83,673
shares
|
$3.92 Million
0.76% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
82,876
shares
|
$3.88 Million
0.02% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
82,606
shares
|
$3.87 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
81,944
shares
|
$3.84 Million
1.91% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
80,286
shares
|
$3.76 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.29%
|