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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,982
shares
|
$668,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
13,737
shares
|
$656,903
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
13,720
shares
|
$656,090
0.26% of portfolio
|
Q2 2025
Added 44.7%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
13,649
shares
|
$652,695
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,276
shares
|
$634,858
0.06% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
13,200
shares
|
$631,224
0.12% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
13,076
shares
|
$625,294
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,633
shares
|
$604,110
0.0% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
12,540
shares
|
$599,662
0.02% of portfolio
|
Q3 2025
Added 26.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
12,519
shares
|
$598,658
0.04% of portfolio
|
Q3 2025
Reduced 51.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,512
shares
|
$598,323
0.03% of portfolio
|
Q3 2025
Added 139.33%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
12,500
shares
|
$597,750
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
12,499
shares
|
$597,702
0.03% of portfolio
|
Q3 2025
Reduced 61.07%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12,413
shares
|
$593,589
0.16% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,327
shares
|
$589,477
0.0% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
12,259
shares
|
$586,225
0.33% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
12,145
shares
|
$580,773
0.19% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
12,075
shares
|
$577,426
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
12,046
shares
|
$576,039
0.06% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,017
shares
|
$574,652
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
11,808
shares
|
$564,658
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,808
shares
|
$564,658
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
11,721
shares
|
$560,498
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,706
shares
|
$559,780
0.01% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
11,582
shares
|
$553,851
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|