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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,826,212
shares
|
$77.2 Million
0.03% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,757,739
shares
|
$74.3 Million
26.19% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,697,095
shares
|
$71.8 Million
8.47% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,620,289
shares
|
$68.5 Million
0.97% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,583,474
shares
|
$66.9 Million
0.01% of portfolio
|
Q1 2025
Added 42.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,512,687
shares
|
$64 Million
3.92% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,422,982
shares
|
$60.2 Million
4.85% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,417,716
shares
|
$59.9 Million
0.31% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,386,230
shares
|
$58.6 Million
0.04% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
1,349,998
shares
|
$57.1 Million
28.97% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$53.9 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,253,809
shares
|
$53 Million
3.72% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$53 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,230,119
shares
|
$52 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$51.9 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,204,174
shares
|
$50.9 Million
0.01% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,201,317
shares
|
$50.8 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,200,928
shares
|
$50.8 Million
5.86% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,190,181
shares
|
$50.3 Million
4.26% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
1,108,439
shares
|
$46.9 Million
6.64% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,096,338
shares
|
$46.4 Million
3.22% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
975,667
shares
|
$41.3 Million
0.0% of portfolio
|
Q1 2025
Added 82.29%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
864,836
shares
|
$36.6 Million
5.67% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
856,439
shares
|
$36.2 Million
1.99% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
839,021
shares
|
$35.5 Million
5.44% of portfolio
|
Q1 2025
Added 4.24%
|