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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
805
shares
|
$37,730
0.01% of portfolio
|
Q3 2025
Added 72.38%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
726
shares
|
$34,027
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
697
shares
|
$32,668
0.02% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
683
shares
|
$32,012
0.0% of portfolio
|
Q2 2025
Added 67.4%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
666
shares
|
$31,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
615
shares
|
$28,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
600
shares
|
$28,122
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
576
shares
|
$26,997
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
549
shares
|
$25,731
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
542
shares
|
$25,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
520
shares
|
$24,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
451
shares
|
$21,138
0.0% of portfolio
|
Q3 2025
Reduced 58.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
435
shares
|
$20,388
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
420
shares
|
$19,685
0.0% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
401
shares
|
$18,794
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
388
shares
|
$18,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
383
shares
|
$17,951
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
374
shares
|
$17,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
368
shares
|
$17,248
0.0% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
348
shares
|
$16,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$15,654
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
324
shares
|
$15,185
0.0% of portfolio
|
Q2 2025
Reduced 78.68%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
313
shares
|
$14,670
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
303
shares
|
$14,201
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
279
shares
|
$13,076
0.0% of portfolio
|
Q3 2025
New holding
|