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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
199,430
shares
|
$9.35 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
198,325
shares
|
$9.3 Million
0.02% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
196,937
shares
|
$9.23 Million
4.86% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
193,895
shares
|
$9.09 Million
5.88% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
193,749
shares
|
$9.08 Million
3.09% of portfolio
|
Q3 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
189,820
shares
|
$8.9 Million
2.05% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
189,159
shares
|
$8.87 Million
0.6% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
186,557
shares
|
$8.74 Million
1.13% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
186,021
shares
|
$8.72 Million
0.17% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
185,313
shares
|
$8.69 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
185,083
shares
|
$8.67 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
183,459
shares
|
$8.6 Million
2.44% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
178,157
shares
|
$8.35 Million
0.78% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
177,340
shares
|
$8.31 Million
2.11% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
176,867
shares
|
$8.29 Million
5.35% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
175,857
shares
|
$8.24 Million
0.0% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
174,140
shares
|
$8.16 Million
5.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
169,034
shares
|
$7.92 Million
3.14% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
163,245
shares
|
$7.65 Million
3.4% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
161,916
shares
|
$7.59 Million
0.36% of portfolio
|
Q3 2025
Added 1071.78%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
161,903
shares
|
$7.59 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
160,612
shares
|
$7.53 Million
1.61% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
160,590
shares
|
$7.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
155,726
shares
|
$7.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
153,746
shares
|
$7.21 Million
0.36% of portfolio
|
Q2 2025
Added 5.79%
|