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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$2.05 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
44,308
shares
|
$2.05 Million
1.24% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
44,173
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
44,110
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
43,955
shares
|
$2.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
42,241
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
41,972
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
41,944
shares
|
$1.94 Million
0.34% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
41,251
shares
|
$1.91 Million
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
41,013
shares
|
$1.9 Million
0.31% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
40,979
shares
|
$1.9 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
40,400
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40,350
shares
|
$1.87 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
40,031
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
39,967
shares
|
$1.85 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
39,737
shares
|
$1.84 Million
0.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
39,205
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
39,043
shares
|
$1.81 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
38,995
shares
|
$1.8 Million
1.04% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
38,926
shares
|
$1.8 Million
0.77% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,817
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 88.43%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
38,617
shares
|
$1.79 Million
0.29% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
38,608
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
38,515
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
37,990
shares
|
$1.76 Million
1.19% of portfolio
|
Q2 2025
Added 22.68%
|