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 |
|---|---|---|---|---|---|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$940,824
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$940,476
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
21,636
shares
|
$939,651
0.71% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
21,330
shares
|
$926,361
0.01% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
21,328
shares
|
$926,275
0.34% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
21,092
shares
|
$916,025
0.27% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
20,981
shares
|
$911,204
0.3% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$909,467
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
20,600
shares
|
$894,658
0.0% of portfolio
|
Q1 2025
Added 104.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,599
shares
|
$894,614
0.01% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
20,575
shares
|
$893,572
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
20,461
shares
|
$888,621
0.14% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
20,080
shares
|
$872,074
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
19,968
shares
|
$867,210
0.14% of portfolio
|
Q1 2025
Reduced 36.28%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,850
shares
|
$862,085
0.02% of portfolio
|
Q2 2025
Added 94.88%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
19,805
shares
|
$860,131
0.06% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
19,675
shares
|
$854,485
0.56% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
19,608
shares
|
$851,575
0.15% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,547
shares
|
$848,926
0.24% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
19,497
shares
|
$846,754
0.04% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
19,489
shares
|
$846,407
0.64% of portfolio
|
Q1 2025
Added 92.46%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
19,399
shares
|
$842,498
0.14% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
19,042
shares
|
$826,994
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
18,821
shares
|
$817,396
0.0% of portfolio
|
Q1 2025
Added 115.91%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$817,092
6.9% of portfolio
|
Q1 2024
New holding
|