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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
520
shares
|
$21,840
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
459
shares
|
$19,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
435
shares
|
$18,270
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
418
shares
|
$17,556
0.0% of portfolio
|
Q4 2024
Added 276.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
408
shares
|
$17,136
0.0% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
401
shares
|
$16,842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
374
shares
|
$15,708
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$14,028
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
328
shares
|
$13,776
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
315
shares
|
$13,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
313
shares
|
$13,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
303
shares
|
$12,726
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
258
shares
|
$10,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
207
shares
|
$8,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
201
shares
|
$8,442
0.0% of portfolio
|
Q1 2025
Added 97.06%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
200
shares
|
$8,400
0.01% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$8,400
0.01% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
200
shares
|
$8,400
0.01% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
199
shares
|
$8,358
0.0% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
160
shares
|
$6,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
153
shares
|
$6,426
0.0% of portfolio
|
Q1 2024
Added 488.46%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
145
shares
|
$6,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
143
shares
|
$6,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
141
shares
|
$5,922
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
68
shares
|
$2,856
0.0% of portfolio
|
Q2 2024
New holding
|