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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
473,678
shares
|
$19.9 Million
3.75% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
473,296
shares
|
$19.9 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
467,494
shares
|
$19.6 Million
12.43% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
466,511
shares
|
$19.6 Million
9.27% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
466,036
shares
|
$19.6 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
457,716
shares
|
$19.2 Million
0.17% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
440,181
shares
|
$18.5 Million
9.14% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
436,600
shares
|
$18.3 Million
3.49% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
429,500
shares
|
$18 Million
5.74% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
427,708
shares
|
$18 Million
3.22% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
425,148
shares
|
$17.9 Million
12.11% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
424,098
shares
|
$17.8 Million
1.95% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
422,805
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
417,642
shares
|
$17.5 Million
0.16% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
409,628
shares
|
$17.2 Million
1.78% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
406,365
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2025
Added 186.08%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
402,400
shares
|
$16.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
399,840
shares
|
$16.8 Million
4.58% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
390,610
shares
|
$16.4 Million
13.31% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$16.4 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$16.3 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$16.3 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
384,394
shares
|
$16.1 Million
6.31% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
384,135
shares
|
$16.1 Million
3.03% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$16.1 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|