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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
20,073
shares
|
$959,890
0.06% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
20,058
shares
|
$959,173
0.01% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
19,967
shares
|
$954,821
0.03% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,966
shares
|
$954,774
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
19,769
shares
|
$945,353
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
19,756
shares
|
$944,731
0.54% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,669
shares
|
$940,571
0.15% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
19,497
shares
|
$932,346
0.04% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
19,455
shares
|
$930,338
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
19,042
shares
|
$910,588
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
19,028
shares
|
$909,918
0.33% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$899,685
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
18,775
shares
|
$897,820
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
18,775
shares
|
$897,820
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,359
shares
|
$877,927
0.05% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
18,170
shares
|
$868,889
0.32% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
17,905
shares
|
$856,217
0.53% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
17,830
shares
|
$852,630
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
17,541
shares
|
$838,810
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
17,388
shares
|
$831,494
0.33% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
17,255
shares
|
$825,134
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
17,194
shares
|
$822,217
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
17,025
shares
|
$814,135
0.42% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
17,005
shares
|
$813,179
0.42% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
16,955
shares
|
$810,788
0.32% of portfolio
|
Q3 2025
Reduced 0.16%
|