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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
286,264
shares
|
$12 Million
8.91% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
283,663
shares
|
$11.9 Million
5.36% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
274,517
shares
|
$11.5 Million
0.04% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
271,087
shares
|
$11.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
270,246
shares
|
$11.4 Million
6.93% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
269,713
shares
|
$11.3 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
267,912
shares
|
$11.3 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
264,920
shares
|
$11.1 Million
0.47% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
264,662
shares
|
$11.1 Million
10.38% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
264,346
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
262,550
shares
|
$11 Million
9.86% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
259,522
shares
|
$10.9 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
258,154
shares
|
$10.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
257,794
shares
|
$10.8 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
256,038
shares
|
$10.8 Million
1.46% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
248,054
shares
|
$10.4 Million
6.92% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
241,306
shares
|
$10.1 Million
1.92% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
240,000
shares
|
$10.1 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
232,257
shares
|
$9.75 Million
0.03% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
228,312
shares
|
$9.59 Million
0.01% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
227,782
shares
|
$9.57 Million
2.64% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
226,752
shares
|
$9.52 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
225,415
shares
|
$9.47 Million
1.6% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
221,893
shares
|
$9.32 Million
2.62% of portfolio
|
Q4 2024
Added 86.98%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
220,723
shares
|
$9.27 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.12%
|