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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
79,107
shares
|
$3.71 Million
1.71% of portfolio
|
Q2 2025
Reduced 33.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
78,334
shares
|
$3.67 Million
0.14% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
77,702
shares
|
$3.64 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
77,480
shares
|
$3.63 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$3.6 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
76,605
shares
|
$3.59 Million
1.9% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,444
shares
|
$3.54 Million
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
74,660
shares
|
$3.5 Million
0.42% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
74,252
shares
|
$3.48 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
73,556
shares
|
$3.45 Million
2.7% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
73,024
shares
|
$3.42 Million
0.43% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
72,093
shares
|
$3.38 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
71,355
shares
|
$3.34 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
71,067
shares
|
$3.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
70,454
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
69,845
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
69,842
shares
|
$3.27 Million
0.98% of portfolio
|
Q3 2025
Added 199.31%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
68,120
shares
|
$3.19 Million
2.0% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
67,764
shares
|
$3.18 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
67,685
shares
|
$3.17 Million
0.49% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
67,335
shares
|
$3.16 Million
0.72% of portfolio
|
Q3 2025
Added 49.55%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
66,885
shares
|
$3.13 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
66,671
shares
|
$3.12 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
66,280
shares
|
$3.11 Million
0.91% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,932
shares
|
$3.09 Million
0.16% of portfolio
|
Q3 2022
Added 160.68%
|