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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
16,256
shares
|
$687,303
0.06% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
15,982
shares
|
$675,718
0.05% of portfolio
|
Q3 2024
Reduced 21.96%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
15,930
shares
|
$673,520
0.23% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
15,824
shares
|
$669,038
0.37% of portfolio
|
Q1 2025
Reduced 66.27%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
15,812
shares
|
$668,531
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
15,706
shares
|
$664,049
0.13% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
15,635
shares
|
$661,047
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
15,089
shares
|
$637,962
0.06% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
14,827
shares
|
$626,885
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
14,811
shares
|
$626,209
0.05% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
14,752
shares
|
$623,714
0.1% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,544
shares
|
$614,920
0.19% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
14,472
shares
|
$611,876
0.09% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
14,242
shares
|
$602,151
0.19% of portfolio
|
Q1 2025
Added 88.36%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
14,227
shares
|
$601,517
0.12% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
14,023
shares
|
$592,892
0.01% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
13,840
shares
|
$585,155
0.13% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
13,649
shares
|
$577,079
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
13,395
shares
|
$566,340
0.37% of portfolio
|
Q1 2025
Added 76.93%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
13,150
shares
|
$555,982
0.12% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,076
shares
|
$552,853
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
12,994
shares
|
$549,386
0.02% of portfolio
|
Q1 2025
Added 201.35%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
12,868
shares
|
$544,059
0.04% of portfolio
|
Q1 2025
Added 54.94%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
12,644
shares
|
$534,588
0.12% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
12,623
shares
|
$533,700
0.22% of portfolio
|
Q1 2025
Added 56.9%
|