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 777 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$87.4 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,834,355
shares
|
$86 Million
1.72% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,832,574
shares
|
$85.9 Million
28.3% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,670,688
shares
|
$78.3 Million
0.13% of portfolio
|
Q2 2025
Added 144.56%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,661,541
shares
|
$77.9 Million
4.11% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,639,299
shares
|
$76.8 Million
7.78% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,601,649
shares
|
$75.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,565,367
shares
|
$73.4 Million
4.75% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,542,252
shares
|
$72.3 Million
0.3% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,515,519
shares
|
$71 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,369,821
shares
|
$64.2 Million
0.04% of portfolio
|
Q3 2025
Added 37.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,366,009
shares
|
$64 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.1%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,356,519
shares
|
$63.6 Million
3.99% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
1,323,891
shares
|
$62.1 Million
28.11% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,303,722
shares
|
$61.1 Million
0.0% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$59.7 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$58.7 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,231,501
shares
|
$57.7 Million
5.67% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$57.6 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
1,206,881
shares
|
$56.6 Million
6.63% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,184,228
shares
|
$55.5 Million
4.27% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,167,192
shares
|
$54.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,164,491
shares
|
$54.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,125,835
shares
|
$52.8 Million
3.35% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,105,712
shares
|
$51.8 Million
3.79% of portfolio
|
Q3 2025
Added 57.21%
|