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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,942
shares
|
$476,321
0.05% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
9,860
shares
|
$472,392
0.39% of portfolio
|
Q3 2025
Added 42.69%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
9,815
shares
|
$470,236
0.2% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
9,726
shares
|
$465,972
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
9,721
shares
|
$465,733
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
9,683
shares
|
$463,912
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,583
shares
|
$459,121
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
9,562
shares
|
$458,115
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
9,475
shares
|
$453,947
0.05% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,403
shares
|
$450,497
0.07% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
9,363
shares
|
$448,581
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
9,361
shares
|
$448,485
0.19% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,354
shares
|
$448,150
0.04% of portfolio
|
Q3 2025
Added 91.76%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
9,171
shares
|
$439,382
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
9,127
shares
|
$437,274
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
9,022
shares
|
$432,244
0.06% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
9,010
shares
|
$431,669
0.2% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,009
shares
|
$431,621
0.01% of portfolio
|
Q3 2025
Added 64.55%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,957
shares
|
$429,129
0.02% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
8,831
shares
|
$423,093
0.27% of portfolio
|
Q3 2025
Reduced 23.83%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
8,819
shares
|
$422,518
0.35% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,791
shares
|
$421,176
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
8,696
shares
|
$416,625
0.05% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
8,689
shares
|
$416,289
0.29% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,648
shares
|
$414,325
0.01% of portfolio
|
Q3 2025
Added 3200.76%
|