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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,063,359
shares
|
$49.8 Million
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
881,021
shares
|
$41.3 Million
5.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
857,647
shares
|
$40.2 Million
1.99% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
844,896
shares
|
$39.6 Million
3.79% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
835,489
shares
|
$39.2 Million
9.49% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$38.6 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
820,714
shares
|
$38.5 Million
5.56% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$38 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
810,142
shares
|
$38 Million
2.04% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
797,317
shares
|
$37.4 Million
1.24% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
780,394
shares
|
$36.6 Million
2.22% of portfolio
|
Q3 2025
Added 31.61%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
765,491
shares
|
$35.9 Million
9.41% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
737,938
shares
|
$34.6 Million
2.99% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
737,195
shares
|
$34.6 Million
3.48% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
724,496
shares
|
$34 Million
4.68% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
708,314
shares
|
$33.2 Million
1.31% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
698,174
shares
|
$32.7 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
694,924
shares
|
$32.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
669,875
shares
|
$31.4 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
652,587
shares
|
$30.6 Million
10.27% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
652,048
shares
|
$30.6 Million
8.74% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
647,336
shares
|
$30.3 Million
0.3% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
612,867
shares
|
$28.7 Million
5.65% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
611,184
shares
|
$28.6 Million
3.41% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
607,571
shares
|
$28.5 Million
6.13% of portfolio
|
Q3 2025
Added 42.57%
|