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 788 institutions that hold shares in the stock, with a total of 255 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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
11,582
shares
|
$554,893
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,566
shares
|
$554,127
0.01% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
11,547
shares
|
$553,216
0.08% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,514
shares
|
$551,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
11,513
shares
|
$551,587
0.07% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
11,503
shares
|
$551,108
0.08% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
11,499
shares
|
$550,917
0.02% of portfolio
|
Q2 2022
Added 1.3%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
11,498
shares
|
$550,869
0.21% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
11,387
shares
|
$545,551
0.11% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,288
shares
|
$540,808
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$539,514
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
11,187
shares
|
$535,969
0.42% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
11,136
shares
|
$533,525
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10,914
shares
|
$522,889
0.02% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
10,768
shares
|
$515,894
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
10,594
shares
|
$507,558
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
10,571
shares
|
$506,456
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
10,432
shares
|
$499,797
0.24% of portfolio
|
Q1 2024
Added 9.32%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
10,430
shares
|
$499,701
0.14% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,415
shares
|
$498,982
0.01% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
10,195
shares
|
$488,442
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,123
shares
|
$484,992
0.07% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,112
shares
|
$484,465
0.01% of portfolio
|
Q2 2025
Added 69.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$482,262
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
9,983
shares
|
$478,285
0.0% of portfolio
|
Q1 2025
New holding
|