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 745 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
24,627,560
shares
|
$1.14 Billion
0.78% of portfolio
|
Q2 2025
Added 1676.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
21,129,796
shares
|
$978 Million
0.28% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,920,696
shares
|
$922 Million
1.77% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$517 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
8,586,702
shares
|
$397 Million
2.4% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,834,447
shares
|
$362 Million
0.22% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,176,183
shares
|
$332 Million
0.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
6,041,002
shares
|
$280 Million
0.33% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,568,690
shares
|
$258 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,914,131
shares
|
$181 Million
0.22% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,561,564
shares
|
$165 Million
1.05% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,497,364
shares
|
$162 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,485,479
shares
|
$161 Million
0.05% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,371,018
shares
|
$156 Million
0.19% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,345,974
shares
|
$155 Million
5.12% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,209,592
shares
|
$149 Million
4.82% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
3,162,788
shares
|
$146 Million
7.91% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,766,692
shares
|
$128 Million
0.21% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,517,105
shares
|
$116 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,407,903
shares
|
$111 Million
2.97% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$107 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,065,036
shares
|
$95.5 Million
0.16% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$90.3 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,876,479
shares
|
$86.8 Million
0.03% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$86.3 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|