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 |
|---|---|---|---|---|---|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
9,144
shares
|
$384,048
0.35% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,060
shares
|
$380,520
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
9,058
shares
|
$380,436
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
9,010
shares
|
$378,420
0.22% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
8,951
shares
|
$375,942
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,868
shares
|
$372,456
0.06% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
8,846
shares
|
$371,532
0.18% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
8,696
shares
|
$365,232
0.05% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
8,681
shares
|
$364,602
0.12% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,649
shares
|
$363,258
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
8,646
shares
|
$363,132
0.03% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,479
shares
|
$356,118
0.01% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,457
shares
|
$355,194
0.03% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
8,451
shares
|
$354,942
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
8,442
shares
|
$354,564
0.12% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
8,389
shares
|
$352,338
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,335
shares
|
$350,070
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,216
shares
|
$345,072
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,082
shares
|
$339,444
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
8,059
shares
|
$338,478
0.04% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
7,991
shares
|
$335,622
0.13% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,864
shares
|
$330,288
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,861
shares
|
$330,162
0.03% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
7,789
shares
|
$327,138
0.42% of portfolio
|
Q1 2025
Reduced 63.77%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
7,785
shares
|
$326,970
0.1% of portfolio
|
Q1 2025
Reduced 4.5%
|