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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,493
shares
|
$272,706
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,443
shares
|
$270,606
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
6,440
shares
|
$270,480
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
6,351
shares
|
$266,742
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
6,270
shares
|
$263,340
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,148
shares
|
$258,216
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
6,137
shares
|
$257,754
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
6,005
shares
|
$252,210
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
5,987
shares
|
$251,454
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,971
shares
|
$250,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,956
shares
|
$250,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,945
shares
|
$249,690
0.04% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
5,856
shares
|
$245,952
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
5,856
shares
|
$245,952
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
5,843
shares
|
$245,406
0.04% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
5,798
shares
|
$243,516
0.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
5,739
shares
|
$241,038
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
5,643
shares
|
$237,006
0.16% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
5,641
shares
|
$236,922
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,620
shares
|
$236,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,575
shares
|
$234,150
0.01% of portfolio
|
Q4 2024
Added 77.77%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
5,567
shares
|
$233,814
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
5,542
shares
|
$232,764
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
5,506
shares
|
$231,252
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
5,481
shares
|
$230,202
0.07% of portfolio
|
Q1 2025
New holding
|