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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
23,551
shares
|
$995,736
0.38% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
23,393
shares
|
$989,056
0.21% of portfolio
|
Q1 2025
Reduced 95.5%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
23,370
shares
|
$988,083
0.3% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,653
shares
|
$957,768
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
22,552
shares
|
$953,498
0.15% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
22,532
shares
|
$952,652
0.02% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
22,505
shares
|
$951,511
0.78% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
21,959
shares
|
$928,426
0.21% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,941
shares
|
$927,665
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
21,909
shares
|
$926,312
0.0% of portfolio
|
Q1 2025
Reduced 29.07%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
21,851
shares
|
$923,860
0.35% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$915,911
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$915,573
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
21,636
shares
|
$914,770
0.71% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,552
shares
|
$911,218
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
21,330
shares
|
$901,832
0.01% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
21,127
shares
|
$893,249
0.31% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
21,092
shares
|
$891,769
0.27% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$885,385
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
20,600
shares
|
$870,968
0.0% of portfolio
|
Q1 2025
Added 104.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,599
shares
|
$870,925
0.01% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
20,560
shares
|
$869,276
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
20,350
shares
|
$860,398
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
20,080
shares
|
$848,982
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
19,968
shares
|
$844,247
0.14% of portfolio
|
Q1 2025
Reduced 36.28%
|