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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
71,554
shares
|
$3.31 Million
0.43% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
71,529
shares
|
$3.31 Million
2.66% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
71,067
shares
|
$3.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
70,773
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
70,489
shares
|
$3.26 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
70,454
shares
|
$3.26 Million
0.02% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
70,189
shares
|
$3.25 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
70,079
shares
|
$3.24 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
67,764
shares
|
$3.14 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
66,359
shares
|
$3.07 Million
0.49% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,932
shares
|
$3.05 Million
0.16% of portfolio
|
Q3 2022
Added 160.68%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
64,988
shares
|
$3.01 Million
1.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
63,499
shares
|
$2.94 Million
0.16% of portfolio
|
Q2 2025
Added 142.73%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
63,349
shares
|
$2.93 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
63,204
shares
|
$2.92 Million
1.8% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
62,879
shares
|
$2.91 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
61,760
shares
|
$2.86 Million
0.22% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
61,221
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.55%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
60,908
shares
|
$2.82 Million
0.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
60,782
shares
|
$2.81 Million
2.13% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
60,267
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2025
Added 75.94%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
59,841
shares
|
$2.77 Million
1.62% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
59,229
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
58,819
shares
|
$2.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
58,750
shares
|
$2.72 Million
0.7% of portfolio
|
Q2 2025
Added 64.25%
|