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 688 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
46,653
shares
|
$1.97 Million
0.62% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
45,660
shares
|
$1.93 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
44,780
shares
|
$1.89 Million
0.12% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
44,424
shares
|
$1.88 Million
1.56% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$1.88 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
44,110
shares
|
$1.86 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
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
43,705
shares
|
$1.85 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
43,241
shares
|
$1.83 Million
0.7% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,059
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
42,682
shares
|
$1.8 Million
0.28% of portfolio
|
Q1 2025
Added 126.48%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
42,523
shares
|
$1.8 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
41,469
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 51.9%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
41,154
shares
|
$1.74 Million
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
41,133
shares
|
$1.74 Million
0.3% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
41,008
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Added 190.51%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
40,979
shares
|
$1.73 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
40,903
shares
|
$1.73 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
40,791
shares
|
$1.72 Million
0.32% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,350
shares
|
$1.71 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
40,072
shares
|
$1.69 Million
0.49% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
39,541
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
39,400
shares
|
$1.67 Million
0.78% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
38,926
shares
|
$1.65 Million
0.79% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,832
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.66%
|