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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
22,904
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 29.34%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
22,852
shares
|
$1.09 Million
0.96% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
22,822
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
22,715
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 138.18%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
22,653
shares
|
$1.08 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
22,541
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
22,410
shares
|
$1.07 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,252
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
22,079
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.84%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
21,979
shares
|
$1.05 Million
0.57% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
21,801
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
21,708
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$1.04 Million
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
21,605
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
21,571
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
21,328
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
21,096
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Added 28.34%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
21,061
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$1 Million
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,876
shares
|
$998,290
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
20,687
shares
|
$989,252
0.26% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,599
shares
|
$985,044
0.01% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
20,579
shares
|
$984,087
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
20,481
shares
|
$979,401
0.13% of portfolio
|
Q3 2025
Added 0.1%
|