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 782 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,148
shares
|
$293,997
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
6,114
shares
|
$292,371
0.14% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
6,070
shares
|
$290,267
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
6,021
shares
|
$287,924
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
6,005
shares
|
$287,159
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
5,955
shares
|
$284,768
0.04% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,945
shares
|
$284,289
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
5,864
shares
|
$280,416
0.06% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
5,856
shares
|
$280,033
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,718
shares
|
$273,434
0.01% of portfolio
|
Q3 2025
Reduced 42.14%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
5,667
shares
|
$270,995
0.03% of portfolio
|
Q3 2025
Added 84.89%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
5,641
shares
|
$269,752
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
5,631
shares
|
$269,274
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
5,623
shares
|
$268,891
0.02% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,620
shares
|
$268,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
5,605
shares
|
$268,031
0.27% of portfolio
|
Q3 2025
Reduced 28.22%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
5,567
shares
|
$266,213
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
5,481
shares
|
$262,101
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
5,471
shares
|
$261,623
0.07% of portfolio
|
Q3 2025
Reduced 31.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,421
shares
|
$259,232
0.01% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,419
shares
|
$259,136
0.02% of portfolio
|
Q3 2025
Added 310.84%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
5,337
shares
|
$255,215
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
5,321
shares
|
$254,450
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,293
shares
|
$253,111
0.05% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,279
shares
|
$252,441
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|