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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
153,257
shares
|
$7.18 Million
3.28% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
152,783
shares
|
$7.16 Million
2.17% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$7.12 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
149,088
shares
|
$6.99 Million
0.01% of portfolio
|
Q2 2025
Added 36.5%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
145,403
shares
|
$6.82 Million
0.49% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
140,000
shares
|
$6.56 Million
0.62% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
139,717
shares
|
$6.55 Million
3.75% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
137,847
shares
|
$6.46 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
137,187
shares
|
$6.43 Million
0.62% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
136,896
shares
|
$6.42 Million
3.06% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
136,238
shares
|
$6.39 Million
0.93% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
135,462
shares
|
$6.35 Million
4.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
135,028
shares
|
$6.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
134,495
shares
|
$6.3 Million
1.36% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
134,110
shares
|
$6.29 Million
2.03% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
133,806
shares
|
$6.27 Million
3.39% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
133,204
shares
|
$6.24 Million
0.05% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
131,243
shares
|
$6.15 Million
0.13% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
127,854
shares
|
$5.99 Million
3.46% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
125,185
shares
|
$5.87 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
125,178
shares
|
$5.87 Million
0.07% of portfolio
|
Q3 2025
Added 76.87%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$5.69 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
119,802
shares
|
$5.62 Million
0.25% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
119,404
shares
|
$5.6 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
119,178
shares
|
$5.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|