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 713 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 $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
85,355
shares
|
$3.71 Million
0.47% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
84,729
shares
|
$3.68 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
83,755
shares
|
$3.64 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
|
$3.63 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
82,693
shares
|
$3.59 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
80,663
shares
|
$3.5 Million
1.21% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
80,523
shares
|
$3.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
77,702
shares
|
$3.37 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
77,480
shares
|
$3.36 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$3.34 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
76,525
shares
|
$3.32 Million
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
76,164
shares
|
$3.31 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
|
$3.29 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,444
shares
|
$3.28 Million
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
74,252
shares
|
$3.22 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
73,388
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
73,353
shares
|
$3.19 Million
0.13% of portfolio
|
Q1 2025
Added 289.53%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
73,139
shares
|
$3.18 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
73,114
shares
|
$3.18 Million
1.64% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
72,093
shares
|
$3.13 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
72,011
shares
|
$3.13 Million
2.3% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
71,303
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
71,245
shares
|
$3.09 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
70,901
shares
|
$3.08 Million
2.51% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
70,189
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2025
New holding
|