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 687 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 $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
37,727
shares
|
$1.6 Million
0.3% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
37,349
shares
|
$1.58 Million
0.14% of portfolio
|
Q1 2025
Reduced 76.9%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
37,182
shares
|
$1.57 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,146
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
37,013
shares
|
$1.56 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
|
$1.54 Million
0.83% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
36,174
shares
|
$1.53 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
|
$1.52 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
|
$1.51 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
35,719
shares
|
$1.51 Million
1.21% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
35,300
shares
|
$1.49 Million
0.15% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
34,713
shares
|
$1.47 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
34,254
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
32,701
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
32,417
shares
|
$1.37 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
32,205
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,204
shares
|
$1.36 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
31,852
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
30,690
shares
|
$1.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
29,960
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
29,634
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
29,557
shares
|
$1.25 Million
0.73% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
29,350
shares
|
$1.24 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
29,154
shares
|
$1.23 Million
0.57% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
28,558
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Added 0.3%
|