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 |
|---|---|---|---|---|---|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
26,150
shares
|
$1.14 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
26,149
shares
|
$1.14 Million
0.36% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
25,898
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 101.26%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
25,479
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
25,160
shares
|
$1.09 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
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
24,589
shares
|
$1.07 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
|
$1.06 Million
0.63% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
24,350
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
23,873
shares
|
$1.04 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
23,786
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
23,743
shares
|
$1.03 Million
0.22% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
23,488
shares
|
$1.02 Million
0.24% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
23,334
shares
|
$1.01 Million
0.34% of portfolio
|
Q2 2025
Added 219.29%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
23,131
shares
|
$1 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,653
shares
|
$983,819
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
22,643
shares
|
$983,385
0.29% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
22,552
shares
|
$979,433
0.15% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
22,532
shares
|
$978,564
0.02% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
22,448
shares
|
$974,916
0.13% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,941
shares
|
$952,897
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
21,929
shares
|
$952,376
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
21,851
shares
|
$948,988
0.34% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
21,829
shares
|
$948,033
0.72% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
21,708
shares
|
$942,778
0.09% of portfolio
|
Q2 2025
Added 22.64%
|