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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
28,248
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
28,247
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2025
Added 68.79%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,960
shares
|
$1.18 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
27,958
shares
|
$1.18 Million
0.69% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
27,892
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
27,611
shares
|
$1.17 Million
0.27% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
27,519
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
27,325
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
26,869
shares
|
$1.14 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
26,657
shares
|
$1.13 Million
0.79% of portfolio
|
Q4 2022
Added 146.66%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
26,615
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,346
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
26,306
shares
|
$1.11 Million
0.49% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
26,160
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
26,150
shares
|
$1.11 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
26,149
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
25,479
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
25,160
shares
|
$1.06 Million
0.56% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,018
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
24,589
shares
|
$1.04 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
24,486
shares
|
$1.04 Million
0.63% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
24,350
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
24,062
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
23,873
shares
|
$1.01 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
23,743
shares
|
$1 Million
0.22% of portfolio
|
Q1 2025
Added 1.14%
|