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 710 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,025,999
shares
|
$870 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,100,299
shares
|
$830 Million
1.75% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$485 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,490,204
shares
|
$369 Million
2.53% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,291,842
shares
|
$317 Million
0.15% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,915,313
shares
|
$300 Million
0.04% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,592,080
shares
|
$243 Million
3.58% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
5,302,239
shares
|
$230 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,624,813
shares
|
$157 Million
0.24% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,519,193
shares
|
$153 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,345,974
shares
|
$145 Million
5.12% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,340,244
shares
|
$145 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,241,547
shares
|
$141 Million
0.05% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,209,592
shares
|
$139 Million
4.82% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,192,081
shares
|
$139 Million
8.05% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,007,183
shares
|
$131 Million
0.99% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,657,547
shares
|
$115 Million
0.21% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,551,604
shares
|
$111 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,407,903
shares
|
$105 Million
3.64% of portfolio
|
Q1 2025
Added 62.97%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$101 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,072,737
shares
|
$90 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,065,036
shares
|
$89.7 Million
0.16% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$84.8 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$81 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
1,851,722
shares
|
$80.4 Million
28.32% of portfolio
|
Q1 2025
Added 0.87%
|