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 776 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
582,345
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
577,942
shares
|
$27.1 Million
15.76% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
544,306
shares
|
$25.5 Million
3.97% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
543,967
shares
|
$25.5 Million
4.2% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
541,606
shares
|
$25.4 Million
0.03% of portfolio
|
Q2 2025
Added 33.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
540,256
shares
|
$25.3 Million
0.0% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
531,884
shares
|
$24.9 Million
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
513,890
shares
|
$24.1 Million
1.16% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
502,421
shares
|
$23.5 Million
2.04% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
499,388
shares
|
$23.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
495,900
shares
|
$23.2 Million
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
490,863
shares
|
$23 Million
6.45% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
474,162
shares
|
$22.2 Million
0.16% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
470,709
shares
|
$22.1 Million
3.42% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
451,674
shares
|
$21.2 Million
9.06% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
450,209
shares
|
$21.1 Million
0.17% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
450,062
shares
|
$21.1 Million
3.22% of portfolio
|
Q3 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
444,454
shares
|
$20.8 Million
3.36% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
443,115
shares
|
$20.8 Million
2.12% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
435,091
shares
|
$20.4 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
434,462
shares
|
$20.4 Million
1.62% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
431,113
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.11%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
425,181
shares
|
$19.9 Million
12.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
424,767
shares
|
$19.9 Million
8.64% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
421,688
shares
|
$19.8 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.74%
|