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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
89,666
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2025
Added 22.18%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
88,026
shares
|
$4.07 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
87,582
shares
|
$4.05 Million
0.97% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
85,807
shares
|
$3.97 Million
0.49% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
85,441
shares
|
$3.95 Million
0.5% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
85,411
shares
|
$3.95 Million
0.48% of portfolio
|
Q2 2025
Added 43.25%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
83,755
shares
|
$3.88 Million
3.03% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
83,667
shares
|
$3.87 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
82,876
shares
|
$3.83 Million
0.02% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
82,693
shares
|
$3.83 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
81,944
shares
|
$3.79 Million
1.91% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
80,523
shares
|
$3.73 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
79,107
shares
|
$3.66 Million
1.71% of portfolio
|
Q2 2025
Reduced 33.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
77,702
shares
|
$3.6 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
77,480
shares
|
$3.58 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
76,164
shares
|
$3.52 Million
2.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
75,786
shares
|
$3.51 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,444
shares
|
$3.49 Million
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
74,252
shares
|
$3.44 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
73,556
shares
|
$3.4 Million
2.7% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
73,139
shares
|
$3.38 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
72,438
shares
|
$3.35 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
72,093
shares
|
$3.34 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
72,011
shares
|
$3.33 Million
2.3% of portfolio
|
Q2 2025
New holding
|