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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
53,680
shares
|
$2.57 Million
0.51% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
53,440
shares
|
$2.56 Million
0.02% of portfolio
|
Q2 2025
Added 67.78%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
52,363
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
52,246
shares
|
$2.5 Million
0.78% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
50,939
shares
|
$2.44 Million
0.57% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
50,929
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Added 291.94%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
49,994
shares
|
$2.39 Million
0.48% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
48,906
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
48,870
shares
|
$2.34 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
48,127
shares
|
$2.3 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
46,878
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
46,117
shares
|
$2.21 Million
0.35% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
45,684
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
45,367
shares
|
$2.17 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
45,016
shares
|
$2.15 Million
0.91% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
44,523
shares
|
$2.13 Million
1.08% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
44,424
shares
|
$2.12 Million
1.53% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$2.12 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
44,173
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
43,523
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,294
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Added 113.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
42,241
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
42,190
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
41,760
shares
|
$2 Million
0.14% of portfolio
|
Q3 2025
Added 189.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
41,621
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Added 362.71%
|