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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
266,765
shares
|
$12.5 Million
9.47% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
262,901
shares
|
$12.3 Million
2.01% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
260,585
shares
|
$12.2 Million
0.98% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
259,692
shares
|
$12.2 Million
2.69% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
259,469
shares
|
$12.2 Million
1.73% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
254,770
shares
|
$11.9 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
248,013
shares
|
$11.6 Million
3.0% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
247,799
shares
|
$11.6 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
246,620
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
242,713
shares
|
$11.4 Million
6.72% of portfolio
|
Q3 2025
Added 31.11%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
242,482
shares
|
$11.4 Million
10.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
240,051
shares
|
$11.3 Million
1.79% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
239,095
shares
|
$11.2 Million
0.36% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
237,087
shares
|
$11.1 Million
1.83% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
226,942
shares
|
$10.6 Million
3.9% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
223,043
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
216,876
shares
|
$10.2 Million
7.27% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
213,210
shares
|
$9.99 Million
1.94% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
212,722
shares
|
$9.97 Million
3.26% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
212,490
shares
|
$9.96 Million
5.92% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
208,919
shares
|
$9.79 Million
2.01% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
207,798
shares
|
$9.74 Million
1.5% of portfolio
|
Q4 2022
Added 25.87%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
204,660
shares
|
$9.59 Million
4.87% of portfolio
|
Q2 2025
Reduced 97.67%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
202,427
shares
|
$9.49 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
199,533
shares
|
$9.35 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|