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 688 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
163,443
shares
|
$6.95 Million
4.35% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
160,962
shares
|
$6.84 Million
2.18% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
159,678
shares
|
$6.79 Million
1.56% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
159,497
shares
|
$6.78 Million
1.76% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
157,903
shares
|
$6.71 Million
1.9% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
156,436
shares
|
$6.65 Million
1.79% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
153,257
shares
|
$6.51 Million
3.28% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$6.46 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
150,550
shares
|
$6.4 Million
2.06% of portfolio
|
Q1 2025
Added 139.05%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
147,546
shares
|
$6.27 Million
4.28% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
146,973
shares
|
$6.25 Million
4.61% of portfolio
|
Q1 2025
Added 32.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
146,169
shares
|
$6.21 Million
0.0% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
145,325
shares
|
$6.18 Million
0.37% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
143,842
shares
|
$6.11 Million
0.53% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
143,181
shares
|
$6.09 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
142,816
shares
|
$6.07 Million
2.93% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
138,862
shares
|
$5.9 Million
4.37% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
136,993
shares
|
$5.82 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
136,590
shares
|
$5.81 Million
0.13% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
129,118
shares
|
$5.49 Million
4.03% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
128,406
shares
|
$5.46 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
125,613
shares
|
$5.34 Million
0.05% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
125,558
shares
|
$5.34 Million
0.01% of portfolio
|
Q1 2025
Added 296.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
125,180
shares
|
$5.32 Million
0.56% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
122,501
shares
|
$5.21 Million
0.86% of portfolio
|
Q1 2025
Added 21.58%
|