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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
53,623
shares
|
$2.33 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
52,649
shares
|
$2.29 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
52,501
shares
|
$2.28 Million
0.73% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
51,901
shares
|
$2.25 Million
1.48% of portfolio
|
Q1 2025
Added 57.45%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
51,369
shares
|
$2.23 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
51,151
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Added 82.18%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
50,929
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2025
Added 291.94%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
50,565
shares
|
$2.2 Million
0.56% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
49,551
shares
|
$2.15 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
48,633
shares
|
$2.11 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
46,653
shares
|
$2.03 Million
0.62% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
45,660
shares
|
$1.98 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
45,026
shares
|
$1.96 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
44,851
shares
|
$1.95 Million
0.94% of portfolio
|
Q2 2025
Added 515.41%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
44,424
shares
|
$1.93 Million
1.56% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$1.93 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
44,110
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
44,065
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
43,955
shares
|
$1.91 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
43,705
shares
|
$1.9 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,059
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
42,523
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
41,469
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 51.9%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
41,251
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
41,133
shares
|
$1.79 Million
0.3% of portfolio
|
Q2 2024
Reduced 3.79%
|