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 792 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
67,685
shares
|
$3.24 Million
0.49% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
67,335
shares
|
$3.23 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
|
$3.2 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
|
$3.19 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
66,317
shares
|
$3.18 Million
2.01% of portfolio
|
Q4 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
66,280
shares
|
$3.18 Million
0.91% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
66,101
shares
|
$3.17 Million
1.13% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,932
shares
|
$3.16 Million
0.16% of portfolio
|
Q3 2022
Added 160.68%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
65,725
shares
|
$3.15 Million
0.74% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
65,340
shares
|
$3.13 Million
0.97% of portfolio
|
Q3 2025
Added 25.06%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
63,684
shares
|
$3.05 Million
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
63,159
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2025
Added 24.01%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
62,196
shares
|
$2.98 Million
1.38% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
62,130
shares
|
$2.98 Million
0.78% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
61,142
shares
|
$2.93 Million
0.29% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
60,971
shares
|
$2.92 Million
2.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60,485
shares
|
$2.9 Million
0.04% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
60,031
shares
|
$2.88 Million
0.68% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
60,018
shares
|
$2.88 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
59,813
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 35.48%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
59,645
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Added 53.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
59,560
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
58,851
shares
|
$2.82 Million
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
58,674
shares
|
$2.81 Million
0.3% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
57,896
shares
|
$2.77 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|