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 |
|---|---|---|---|---|---|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
58,395
shares
|
$2.7 Million
0.78% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
58,369
shares
|
$2.7 Million
0.29% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
57,762
shares
|
$2.67 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
56,793
shares
|
$2.63 Million
0.04% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
56,569
shares
|
$2.62 Million
0.56% of portfolio
|
Q2 2025
Added 524.38%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
56,170
shares
|
$2.6 Million
1.29% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
55,785
shares
|
$2.58 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
55,527
shares
|
$2.57 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
55,314
shares
|
$2.56 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,980
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
54,688
shares
|
$2.53 Million
0.75% of portfolio
|
Q2 2025
Added 17.22%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
53,623
shares
|
$2.48 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
53,440
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Added 67.78%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
52,246
shares
|
$2.42 Million
0.78% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
52,092
shares
|
$2.41 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
50,929
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
Added 291.94%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
50,565
shares
|
$2.34 Million
0.56% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
49,551
shares
|
$2.29 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
48,633
shares
|
$2.25 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
46,493
shares
|
$2.15 Million
0.64% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
45,787
shares
|
$2.12 Million
0.54% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
45,660
shares
|
$2.11 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
45,026
shares
|
$2.08 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
44,851
shares
|
$2.08 Million
0.94% of portfolio
|
Q2 2025
Added 515.41%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
44,424
shares
|
$2.06 Million
1.55% of portfolio
|
Q1 2025
Added 2.59%
|