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 792 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
343,820
shares
|
$16.5 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
|
$16.4 Million
6.58% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
342,551
shares
|
$16.4 Million
3.71% of portfolio
|
Q3 2025
Added 114.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
339,818
shares
|
$16.3 Million
1.89% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
337,542
shares
|
$16.2 Million
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
336,537
shares
|
$16.1 Million
3.95% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
333,880
shares
|
$16 Million
0.08% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
331,499
shares
|
$15.9 Million
7.57% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
323,299
shares
|
$15.5 Million
4.24% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
317,587
shares
|
$15.2 Million
3.42% of portfolio
|
Q3 2025
Added 1353.42%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
316,690
shares
|
$15.2 Million
4.77% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
309,735
shares
|
$14.8 Million
5.97% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
309,691
shares
|
$14.8 Million
0.19% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
305,841
shares
|
$14.7 Million
1.89% of portfolio
|
Q3 2025
Added 59.09%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
303,303
shares
|
$14.5 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
303,202
shares
|
$14.5 Million
5.46% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
298,802
shares
|
$14.3 Million
10.22% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
296,820
shares
|
$14.2 Million
6.33% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
294,879
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
294,446
shares
|
$14.1 Million
3.58% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
287,743
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2025
Added 45.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
271,375
shares
|
$13 Million
0.03% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
270,916
shares
|
$13 Million
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
268,276
shares
|
$12.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.38%
|
|