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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
34,180
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
34,066
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
32,701
shares
|
$1.42 Million
0.16% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
32,206
shares
|
$1.4 Million
0.6% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
32,205
shares
|
$1.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,204
shares
|
$1.4 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
31,852
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
29,634
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
29,557
shares
|
$1.28 Million
0.73% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
28,558
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
28,313
shares
|
$1.23 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
28,248
shares
|
$1.23 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
|
$1.23 Million
0.3% of portfolio
|
Q1 2025
Added 68.79%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
28,205
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
28,126
shares
|
$1.22 Million
0.44% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,960
shares
|
$1.21 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
27,877
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
27,611
shares
|
$1.2 Million
0.27% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
27,109
shares
|
$1.18 Million
0.73% of portfolio
|
Q2 2025
Added 47.73%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
26,869
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
26,657
shares
|
$1.16 Million
0.79% of portfolio
|
Q4 2022
Added 146.66%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
26,615
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
26,517
shares
|
$1.15 Million
0.88% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,346
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
26,306
shares
|
$1.14 Million
0.49% of portfolio
|
Q1 2025
Added 0.29%
|