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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
160,960
shares
|
$7.71 Million
0.08% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
160,612
shares
|
$7.69 Million
1.61% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
160,590
shares
|
$7.69 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
153,257
shares
|
$7.34 Million
3.28% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$7.28 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
149,957
shares
|
$7.18 Million
2.16% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
148,321
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2025
Added 142.27%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
145,265
shares
|
$6.96 Million
0.65% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
139,717
shares
|
$6.69 Million
3.75% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
137,847
shares
|
$6.6 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
136,896
shares
|
$6.56 Million
3.06% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
136,606
shares
|
$6.54 Million
0.04% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
136,238
shares
|
$6.53 Million
0.93% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
135,462
shares
|
$6.49 Million
4.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
134,495
shares
|
$6.44 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
|
$6.43 Million
2.03% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
133,806
shares
|
$6.41 Million
3.39% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
132,875
shares
|
$6.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
131,243
shares
|
$6.29 Million
0.13% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
129,364
shares
|
$6.2 Million
2.12% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
128,724
shares
|
$6.17 Million
0.1% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
127,854
shares
|
$6.13 Million
3.46% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
125,185
shares
|
$6 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
125,178
shares
|
$6 Million
0.07% of portfolio
|
Q3 2025
Added 76.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
124,733
shares
|
$5.98 Million
0.16% of portfolio
|
Q3 2025
Added 1631.44%
|
|