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 686 institutions that hold shares in the stock, with a total of 225 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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,475
shares
|
$229,950
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
5,444
shares
|
$228,648
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
5,308
shares
|
$222,936
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,307
shares
|
$222,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,293
shares
|
$222,306
0.05% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,279
shares
|
$221,718
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
5,228
shares
|
$219,576
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,174
shares
|
$217,308
0.0% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,096
shares
|
$214,032
0.0% of portfolio
|
Q1 2025
Reduced 59.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,959
shares
|
$208,278
0.01% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
4,489
shares
|
$188,538
0.03% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,025
shares
|
$169,050
0.0% of portfolio
|
Q4 2023
Added 79.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,993
shares
|
$167,706
0.01% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,689
shares
|
$154,938
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3,680
shares
|
$154,560
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,636
shares
|
$152,712
0.0% of portfolio
|
Q1 2025
Reduced 59.54%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,622
shares
|
$152,124
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,534
shares
|
$148,428
0.0% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,519
shares
|
$147,798
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,346
shares
|
$140,532
0.0% of portfolio
|
Q1 2025
Added 1708.65%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,329
shares
|
$139,818
0.01% of portfolio
|
Q4 2023
Reduced 18.59%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
3,317
shares
|
$139,314
0.05% of portfolio
|
Q1 2025
Added 41.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3,237
shares
|
$135,954
0.05% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,224
shares
|
$135,408
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
3,162
shares
|
$132,804
0.06% of portfolio
|
Q1 2025
Added 0.29%
|