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 |
|---|---|---|---|---|---|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
67,837
shares
|
$2.95 Million
2.74% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
67,764
shares
|
$2.94 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
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
66,359
shares
|
$2.88 Million
0.49% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,932
shares
|
$2.86 Million
0.16% of portfolio
|
Q3 2022
Added 160.68%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
64,988
shares
|
$2.82 Million
1.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
63,499
shares
|
$2.76 Million
0.16% of portfolio
|
Q2 2025
Added 142.73%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
63,349
shares
|
$2.75 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
62,879
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
62,799
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
62,690
shares
|
$2.72 Million
0.95% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
62,172
shares
|
$2.7 Million
0.36% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
61,715
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
61,691
shares
|
$2.68 Million
0.55% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
60,705
shares
|
$2.64 Million
0.29% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
60,663
shares
|
$2.63 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
60,042
shares
|
$2.61 Million
2.24% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
59,841
shares
|
$2.6 Million
1.62% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
59,623
shares
|
$2.59 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
59,241
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
58,356
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
57,456
shares
|
$2.5 Million
0.78% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
56,170
shares
|
$2.44 Million
1.29% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
55,785
shares
|
$2.42 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
54,186
shares
|
$2.35 Million
1.63% of portfolio
|
Q1 2025
Added 284.68%
|