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 |
|---|---|---|---|---|---|
|
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
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
35,157
shares
|
$1.68 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
34,870
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Added 148.66%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
34,713
shares
|
$1.66 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
34,336
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Added 306.3%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,765
shares
|
$1.61 Million
0.43% of portfolio
|
Q3 2025
Added 60.08%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
33,191
shares
|
$1.59 Million
1.02% of portfolio
|
Q3 2025
Reduced 56.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
32,614
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2025
Added 152.47%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,204
shares
|
$1.54 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
31,996
shares
|
$1.53 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
31,839
shares
|
$1.52 Million
1.3% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31,499
shares
|
$1.51 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
31,366
shares
|
$1.5 Million
0.28% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
31,202
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 146.95%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
31,126
shares
|
$1.49 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
30,978
shares
|
$1.48 Million
0.85% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
30,866
shares
|
$1.48 Million
0.63% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
30,837
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
30,247
shares
|
$1.45 Million
0.52% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
29,557
shares
|
$1.41 Million
0.73% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
29,376
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
28,558
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
28,519
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
28,290
shares
|
$1.35 Million
0.44% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
28,249
shares
|
$1.35 Million
0.51% of portfolio
|
Q3 2025
New holding
|