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 782 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
40,979
shares
|
$1.96 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
40,400
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40,350
shares
|
$1.93 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
40,130
shares
|
$1.92 Million
0.45% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
39,965
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
39,773
shares
|
$1.9 Million
1.23% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
39,745
shares
|
$1.9 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
38,926
shares
|
$1.86 Million
0.77% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,817
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 88.43%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
38,416
shares
|
$1.84 Million
0.56% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,832
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
37,699
shares
|
$1.8 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
37,652
shares
|
$1.8 Million
0.43% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
37,248
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
37,183
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,146
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
37,013
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2022
Reduced 27.12%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
36,598
shares
|
$1.75 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
36,299
shares
|
$1.74 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
36,204
shares
|
$1.73 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
35,997
shares
|
$1.72 Million
0.41% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
35,603
shares
|
$1.7 Million
1.01% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
35,580
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
35,274
shares
|
$1.69 Million
0.46% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
35,214
shares
|
$1.68 Million
0.48% of portfolio
|
Q3 2025
New holding
|