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 777 institutions that hold shares in the stock, with a total of 260 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 |
|---|---|---|---|---|---|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
7,000
shares
|
$328,090
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
6,938
shares
|
$325,184
0.09% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
6,926
shares
|
$324,621
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
6,858
shares
|
$321,434
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
6,838
shares
|
$320,497
0.03% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,774
shares
|
$317,497
0.04% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
6,771
shares
|
$317,356
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
6,760
shares
|
$316,841
0.2% of portfolio
|
Q2 2025
Reduced 45.62%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
6,740
shares
|
$315,903
0.22% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
6,681
shares
|
$313,138
0.05% of portfolio
|
Q3 2025
Reduced 83.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$307,045
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,500
shares
|
$304,655
0.02% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,493
shares
|
$304,326
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,443
shares
|
$301,983
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
6,381
shares
|
$299,077
0.01% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,351
shares
|
$297,671
0.04% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
6,322
shares
|
$296,312
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,307
shares
|
$295,609
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
6,272
shares
|
$293,968
0.08% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,233
shares
|
$292,140
0.01% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
6,221
shares
|
$291,578
0.05% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,210
shares
|
$291,062
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,148
shares
|
$288,156
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
6,114
shares
|
$286,563
0.14% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
6,112
shares
|
$286,469
0.0% of portfolio
|
Q2 2025
Reduced 18.1%
|