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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
7,723
shares
|
$324,366
0.07% of portfolio
|
Q1 2025
Reduced 48.33%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,626
shares
|
$320,292
0.03% of portfolio
|
Q2 2023
Reduced 5.13%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7,590
shares
|
$318,780
0.04% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,565
shares
|
$317,730
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
7,521
shares
|
$315,882
0.1% of portfolio
|
Q1 2025
Reduced 20.28%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
7,515
shares
|
$315,630
0.06% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
7,463
shares
|
$313,446
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
7,400
shares
|
$310,800
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
7,308
shares
|
$306,936
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,288
shares
|
$306,096
0.15% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
7,272
shares
|
$305,424
0.08% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
7,251
shares
|
$304,542
0.0% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
7,210
shares
|
$302,820
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
7,116
shares
|
$298,872
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
7,053
shares
|
$296,226
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
7,021
shares
|
$294,882
0.07% of portfolio
|
Q4 2023
Reduced 4.94%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
7,000
shares
|
$294,000
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
6,978
shares
|
$293,076
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
6,941
shares
|
$291,522
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,906
shares
|
$290,052
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
6,838
shares
|
$287,196
0.02% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,816
shares
|
$286,272
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
6,771
shares
|
$284,382
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,763
shares
|
$284,046
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$275,142
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|