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 687 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 $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
19,675
shares
|
$831,859
0.56% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
19,608
shares
|
$829,026
0.15% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
19,497
shares
|
$824,333
0.04% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
19,489
shares
|
$823,994
0.64% of portfolio
|
Q1 2025
Added 92.46%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
19,179
shares
|
$810,888
0.15% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
18,821
shares
|
$795,751
0.0% of portfolio
|
Q1 2025
Added 115.91%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$795,455
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
18,775
shares
|
$793,807
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
18,620
shares
|
$787,253
0.59% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
18,350
shares
|
$775,838
0.5% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
18,343
shares
|
$775,542
0.06% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
18,257
shares
|
$771,905
0.71% of portfolio
|
Q1 2025
Reduced 88.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,833
shares
|
$753,979
0.07% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
17,749
shares
|
$750,427
0.47% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
17,709
shares
|
$748,736
0.01% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
17,700
shares
|
$748,356
0.07% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
17,500
shares
|
$739,900
0.41% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
17,367
shares
|
$734,276
0.41% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
17,255
shares
|
$729,541
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
17,152
shares
|
$725,186
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
17,131
shares
|
$724,298
0.47% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
17,124
shares
|
$724,002
0.5% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
17,059
shares
|
$721,254
0.29% of portfolio
|
Q1 2025
Added 117.81%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
16,936
shares
|
$716,054
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,930
shares
|
$715,800
0.02% of portfolio
|
Q1 2025
Reduced 76.09%
|