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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
26,884,410
shares
|
$1.29 Billion
0.84% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
20,947,294
shares
|
$1 Billion
1.65% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,843,342
shares
|
$663 Million
0.39% of portfolio
|
Q3 2025
Added 76.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$535 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,683,261
shares
|
$416 Million
2.24% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,124,327
shares
|
$341 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,785,357
shares
|
$229 Million
2.68% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,547,432
shares
|
$218 Million
0.06% of portfolio
|
Q3 2025
Reduced 78.48%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
3,628,776
shares
|
$174 Million
8.44% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,594,440
shares
|
$172 Million
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,561,564
shares
|
$171 Million
1.05% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,425,004
shares
|
$164 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,408,794
shares
|
$163 Million
0.19% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
3,371,706
shares
|
$162 Million
5.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
3,243,570
shares
|
$155 Million
4.94% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,028,978
shares
|
$145 Million
0.22% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,970,673
shares
|
$142 Million
3.68% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,953,818
shares
|
$142 Million
0.23% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,486,895
shares
|
$119 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$111 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,220,435
shares
|
$106 Million
1.54% of portfolio
|
Q3 2025
Added 603.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,093,013
shares
|
$100 Million
0.16% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,019,382
shares
|
$96.7 Million
0.01% of portfolio
|
Q3 2025
Added 54.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,010,025
shares
|
$96.3 Million
0.03% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$93.5 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|