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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,950
shares
|
$123,900
0.04% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,946
shares
|
$123,732
0.02% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,900
shares
|
$121,800
0.01% of portfolio
|
Q4 2023
Reduced 71.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
2,867
shares
|
$120,414
0.06% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,789
shares
|
$117,138
0.0% of portfolio
|
Q1 2025
Added 39.17%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2,760
shares
|
$115,920
0.05% of portfolio
|
Q1 2025
Added 60.37%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
2,628
shares
|
$110,376
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,516
shares
|
$105,672
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,460
shares
|
$103,320
0.01% of portfolio
|
Q4 2023
Added 6.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,364
shares
|
$99,288
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,324
shares
|
$97,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,305
shares
|
$96,810
0.0% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,248
shares
|
$94,416
0.0% of portfolio
|
Q1 2024
Reduced 44.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,212
shares
|
$92,904
0.06% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,184
shares
|
$91,728
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
2,107
shares
|
$88,494
0.01% of portfolio
|
Q1 2025
Added 147.88%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,996
shares
|
$83,832
0.03% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,995
shares
|
$83,790
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,963
shares
|
$82,446
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
1,902
shares
|
$79,884
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,881
shares
|
$79,002
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,852
shares
|
$77,784
0.02% of portfolio
|
Q2 2023
Reduced 14.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,849
shares
|
$77,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,772
shares
|
$74,424
0.0% of portfolio
|
Q1 2024
Reduced 40.46%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,758
shares
|
$73,836
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|