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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,583
shares
|
$66,486
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,520
shares
|
$63,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,437
shares
|
$60,354
0.0% of portfolio
|
Q3 2021
Reduced 12.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,423
shares
|
$59,766
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,335
shares
|
$56,070
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,089
shares
|
$45,738
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,074
shares
|
$45,108
0.0% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,053
shares
|
$44,226
0.08% of portfolio
|
Q4 2024
Reduced 88.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,050
shares
|
$44,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,035
shares
|
$43,470
0.01% of portfolio
|
Q4 2023
Added 40.82%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,020
shares
|
$42,840
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
970
shares
|
$40,740
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
939
shares
|
$39,438
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
904
shares
|
$37,968
0.01% of portfolio
|
Q2 2024
Reduced 21.12%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
891
shares
|
$37,422
0.0% of portfolio
|
Q4 2024
Added 160.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
857
shares
|
$35,994
0.01% of portfolio
|
Q4 2023
Added 888.56%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
857
shares
|
$35,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
800
shares
|
$33,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
771
shares
|
$32,382
0.01% of portfolio
|
Q4 2024
Added 173.4%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
715
shares
|
$30,030
0.02% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
666
shares
|
$27,972
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
616
shares
|
$25,872
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
596
shares
|
$25,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
576
shares
|
$24,192
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
550
shares
|
$23,100
0.0% of portfolio
|
Q3 2024
New holding
|