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 |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
64,988
shares
|
$3.05 Million
1.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
63,684
shares
|
$2.98 Million
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
62,879
shares
|
$2.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
62,196
shares
|
$2.92 Million
1.38% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
61,760
shares
|
$2.89 Million
0.22% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
61,221
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.55%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
61,142
shares
|
$2.87 Million
0.29% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
60,782
shares
|
$2.85 Million
2.13% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
60,384
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2025
Added 77.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
60,267
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2025
Added 75.94%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
60,031
shares
|
$2.81 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
|
$2.81 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
59,229
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
58,819
shares
|
$2.76 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
58,395
shares
|
$2.74 Million
0.78% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
58,369
shares
|
$2.74 Million
0.29% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
57,896
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
57,762
shares
|
$2.71 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
57,122
shares
|
$2.68 Million
1.44% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
56,793
shares
|
$2.66 Million
0.04% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
56,138
shares
|
$2.63 Million
2.15% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
55,769
shares
|
$2.61 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
55,527
shares
|
$2.6 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
55,314
shares
|
$2.59 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,980
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Added 32.58%
|