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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
339,818
shares
|
$15.9 Million
1.89% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
336,933
shares
|
$15.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
336,537
shares
|
$15.8 Million
3.95% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
331,499
shares
|
$15.5 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
|
$15.2 Million
4.24% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
317,587
shares
|
$14.9 Million
3.42% of portfolio
|
Q3 2025
Added 1353.42%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
316,690
shares
|
$14.8 Million
4.77% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
311,918
shares
|
$14.6 Million
0.07% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
309,735
shares
|
$14.5 Million
5.97% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
306,037
shares
|
$14.3 Million
0.04% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
305,841
shares
|
$14.3 Million
1.89% of portfolio
|
Q3 2025
Added 59.09%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
304,950
shares
|
$14.3 Million
3.87% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
304,034
shares
|
$14.3 Million
6.43% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
303,202
shares
|
$14.2 Million
5.46% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
301,409
shares
|
$14.1 Million
9.87% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
294,446
shares
|
$13.8 Million
3.58% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
290,760
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Added 530.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
286,544
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
283,811
shares
|
$13.3 Million
0.41% of portfolio
|
Q2 2025
Added 70.45%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
276,345
shares
|
$13 Million
0.13% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
272,272
shares
|
$12.8 Million
0.16% of portfolio
|
Q2 2025
Added 193.06%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
271,319
shares
|
$12.7 Million
6.68% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
270,159
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
266,776
shares
|
$12.5 Million
3.09% of portfolio
|
Q3 2025
New holding
|