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 712 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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
41,008
shares
|
$1.78 Million
0.09% of portfolio
|
Q1 2025
Added 190.51%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
40,979
shares
|
$1.78 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
40,791
shares
|
$1.77 Million
0.32% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,350
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
40,072
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
39,967
shares
|
$1.74 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
39,737
shares
|
$1.73 Million
0.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
39,541
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
39,043
shares
|
$1.7 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
38,995
shares
|
$1.69 Million
1.04% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
38,926
shares
|
$1.69 Million
0.77% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
38,608
shares
|
$1.68 Million
0.15% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
38,515
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,832
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
37,727
shares
|
$1.64 Million
0.3% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
37,182
shares
|
$1.61 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,146
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
37,013
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2022
Reduced 27.12%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
36,383
shares
|
$1.58 Million
0.83% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
36,174
shares
|
$1.57 Million
0.52% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
35,856
shares
|
$1.56 Million
1.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
35,768
shares
|
$1.55 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
34,870
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 148.66%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
34,713
shares
|
$1.51 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
34,254
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 6.69%
|