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 |
|---|---|---|---|---|---|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
203,479
shares
|
$9.75 Million
4.86% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
202,427
shares
|
$9.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
199,533
shares
|
$9.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
199,430
shares
|
$9.55 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
196,937
shares
|
$9.44 Million
4.86% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
194,911
shares
|
$9.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
193,895
shares
|
$9.29 Million
5.88% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
193,749
shares
|
$9.28 Million
3.09% of portfolio
|
Q3 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
189,820
shares
|
$9.09 Million
2.05% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
189,159
shares
|
$9.06 Million
0.6% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
186,557
shares
|
$8.94 Million
1.13% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
186,021
shares
|
$8.91 Million
0.17% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
185,313
shares
|
$8.88 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
183,459
shares
|
$8.79 Million
2.44% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
179,502
shares
|
$8.6 Million
0.8% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
178,100
shares
|
$8.53 Million
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
177,859
shares
|
$8.52 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
177,340
shares
|
$8.5 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
|
$8.47 Million
5.35% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
176,259
shares
|
$8.44 Million
0.41% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
174,140
shares
|
$8.34 Million
5.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
169,034
shares
|
$8.1 Million
3.14% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
163,245
shares
|
$7.82 Million
3.4% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
161,916
shares
|
$7.76 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
|
$7.76 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.8%
|
|