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 688 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 $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
832,141
shares
|
$35.4 Million
3.63% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$35 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$34.5 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
811,484
shares
|
$34.5 Million
10.19% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
766,025
shares
|
$32.6 Million
5.92% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
753,500
shares
|
$32 Million
3.51% of portfolio
|
Q1 2025
Added 118.53%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
746,530
shares
|
$31.7 Million
2.8% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
730,536
shares
|
$31 Million
0.72% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
708,766
shares
|
$30.1 Million
4.58% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
694,240
shares
|
$29.5 Million
1.04% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
683,154
shares
|
$29 Million
0.05% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
682,647
shares
|
$29 Million
0.02% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
669,875
shares
|
$28.5 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
658,210
shares
|
$28 Million
2.76% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
644,675
shares
|
$27.4 Million
3.48% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
641,560
shares
|
$27.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
636,012
shares
|
$27 Million
0.22% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
635,391
shares
|
$27 Million
8.95% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 07, 2025 Q1 2025 |
588,401
shares
|
$25 Million
15.24% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
565,892
shares
|
$24.1 Million
4.96% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
526,952
shares
|
$22.4 Million
6.42% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
517,464
shares
|
$22 Million
0.0% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
506,857
shares
|
$21.5 Million
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
503,075
shares
|
$21.4 Million
1.44% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
498,288
shares
|
$21.2 Million
7.07% of portfolio
|
Q1 2025
Added 10.44%
|