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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$5.16 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
120,804
shares
|
$5.13 Million
3.4% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
120,625
shares
|
$5.13 Million
0.12% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
119,737
shares
|
$5.09 Million
3.25% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
119,178
shares
|
$5.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
119,076
shares
|
$5.06 Million
6.16% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
118,234
shares
|
$5.02 Million
2.52% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
117,456
shares
|
$4.99 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
114,509
shares
|
$4.87 Million
19.7% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
114,391
shares
|
$4.86 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
112,443
shares
|
$4.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
110,681
shares
|
$4.7 Million
2.16% of portfolio
|
Q1 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
110,675
shares
|
$4.7 Million
2.91% of portfolio
|
Q1 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
110,493
shares
|
$4.7 Million
3.63% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
109,219
shares
|
$4.64 Million
0.0% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
107,487
shares
|
$4.57 Million
2.35% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
107,364
shares
|
$4.56 Million
1.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
105,791
shares
|
$4.5 Million
2.44% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
104,963
shares
|
$4.46 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
104,013
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
103,896
shares
|
$4.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
103,563
shares
|
$4.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
103,424
shares
|
$4.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
102,811
shares
|
$4.37 Million
1.6% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
101,592
shares
|
$4.32 Million
3.13% of portfolio
|
Q1 2025
Added 5.11%
|