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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
105,007
shares
|
$4.86 Million
0.03% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
104,963
shares
|
$4.86 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
104,199
shares
|
$4.82 Million
1.52% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
103,917
shares
|
$4.81 Million
2.34% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
103,876
shares
|
$4.81 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
101,335
shares
|
$4.69 Million
2.98% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
100,993
shares
|
$4.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
100,645
shares
|
$4.66 Million
0.78% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
100,086
shares
|
$4.63 Million
3.79% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
99,571
shares
|
$4.61 Million
1.99% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
98,687
shares
|
$4.57 Million
1.59% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
98,486
shares
|
$4.56 Million
0.15% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
97,868
shares
|
$4.53 Million
3.07% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
97,232
shares
|
$4.5 Million
1.58% of portfolio
|
Q2 2025
Added 973.44%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
96,828
shares
|
$4.48 Million
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
96,488
shares
|
$4.46 Million
3.57% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
96,365
shares
|
$4.46 Million
1.19% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
95,519
shares
|
$4.42 Million
0.09% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
94,322
shares
|
$4.36 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
93,526
shares
|
$4.33 Million
0.13% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
92,913
shares
|
$4.3 Million
0.92% of portfolio
|
Q2 2025
Added 75.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
92,699
shares
|
$4.29 Million
0.06% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
92,670
shares
|
$4.29 Million
2.49% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
92,500
shares
|
$4.28 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
91,476
shares
|
$4.23 Million
3.53% of portfolio
|
Q2 2025
Reduced 1.4%
|