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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
409,019
shares
|
$19.2 Million
6.14% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
407,244
shares
|
$19.1 Million
10.37% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
401,280
shares
|
$18.8 Million
3.23% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
393,209
shares
|
$18.4 Million
11.58% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$18.3 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
387,996
shares
|
$18.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
387,794
shares
|
$18.2 Million
4.84% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$18.2 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$18.2 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$18 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
378,536
shares
|
$17.7 Million
0.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
376,361
shares
|
$17.6 Million
6.19% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$17.5 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
371,527
shares
|
$17.4 Million
1.4% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
370,519
shares
|
$17.4 Million
3.55% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
365,708
shares
|
$17.1 Million
4.22% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
361,963
shares
|
$17 Million
8.95% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
352,324
shares
|
$16.5 Million
0.9% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
347,881
shares
|
$16.3 Million
9.3% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
345,503
shares
|
$16.2 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
344,170
shares
|
$16.1 Million
9.52% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
343,820
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
343,298
shares
|
$16.1 Million
6.58% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
342,551
shares
|
$16.1 Million
3.71% of portfolio
|
Q3 2025
Added 114.3%
|