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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
262
shares
|
$12,279
0.0% of portfolio
|
Q2 2025
Reduced 37.32%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
258
shares
|
$12,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
222
shares
|
$10,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
207
shares
|
$9,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
202
shares
|
$9,467
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
200
shares
|
$9,374
0.01% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
193
shares
|
$9,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
167
shares
|
$7,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
160
shares
|
$7,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
153
shares
|
$7,171
0.0% of portfolio
|
Q1 2024
Added 488.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
150
shares
|
$7,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
145
shares
|
$6,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
143
shares
|
$6,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
141
shares
|
$6,608
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
74
shares
|
$3,468
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
68
shares
|
$3,187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
64
shares
|
$2,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
54
shares
|
$2,530
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
44
shares
|
$2,062
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23
shares
|
$1,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
21
shares
|
$984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
9
shares
|
$421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
7
shares
|
$328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|