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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,832
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,146
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
37,013
shares
|
$1.71 Million
0.15% of portfolio
|
Q3 2022
Reduced 27.12%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
36,235
shares
|
$1.68 Million
0.81% of portfolio
|
Q2 2025
Added 108.64%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
35,997
shares
|
$1.67 Million
0.41% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
35,609
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
35,157
shares
|
$1.63 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
34,870
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 148.66%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
34,713
shares
|
$1.61 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
34,336
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 306.3%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
34,180
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
34,066
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
34,014
shares
|
$1.57 Million
0.33% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
32,206
shares
|
$1.49 Million
0.6% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,204
shares
|
$1.49 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
32,110
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
31,996
shares
|
$1.48 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31,499
shares
|
$1.46 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
31,169
shares
|
$1.44 Million
0.42% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
30,830
shares
|
$1.43 Million
0.66% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
30,087
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
29,557
shares
|
$1.37 Million
0.73% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
28,558
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
28,519
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
28,313
shares
|
$1.31 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.75%
|