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 |
|---|---|---|---|---|---|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
12,431
shares
|
$525,582
0.43% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12,413
shares
|
$524,821
0.16% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
12,257
shares
|
$518,225
0.21% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,254
shares
|
$518,099
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
12,236
shares
|
$517,338
0.01% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
12,180
shares
|
$514,970
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
11,822
shares
|
$499,834
0.06% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
11,808
shares
|
$499,242
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
11,789
shares
|
$498,438
0.08% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
11,743
shares
|
$496,494
0.02% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
11,721
shares
|
$495,563
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,596
shares
|
$490,278
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
11,582
shares
|
$489,686
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
11,499
shares
|
$486,177
0.02% of portfolio
|
Q2 2022
Added 1.3%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
11,387
shares
|
$481,442
0.11% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$476,115
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
11,240
shares
|
$475,227
0.42% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
11,133
shares
|
$470,703
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,043
shares
|
$466,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
10,983
shares
|
$464,361
0.19% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
10,940
shares
|
$462,543
0.26% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
10,931
shares
|
$462,162
0.06% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10,914
shares
|
$461,443
0.02% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,824
shares
|
$457,638
0.02% of portfolio
|
Q1 2025
Reduced 44.95%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
10,786
shares
|
$456,032
0.02% of portfolio
|
Q1 2025
Added 3.13%
|