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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
28,303
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
28,244
shares
|
$1.31 Million
0.52% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
28,205
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
28,126
shares
|
$1.3 Million
0.44% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,960
shares
|
$1.29 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
27,933
shares
|
$1.29 Million
1.09% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
27,932
shares
|
$1.29 Million
0.91% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
27,877
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
27,611
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
27,109
shares
|
$1.25 Million
0.73% of portfolio
|
Q2 2025
Added 47.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
27,055
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
26,720
shares
|
$1.24 Million
0.58% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
26,657
shares
|
$1.23 Million
0.79% of portfolio
|
Q4 2022
Added 146.66%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
26,517
shares
|
$1.23 Million
0.88% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
26,508
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
26,236
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
25,898
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Added 101.26%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
25,479
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
25,310
shares
|
$1.17 Million
1.77% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
24,853
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2025
Added 45.69%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
24,823
shares
|
$1.15 Million
0.62% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
24,350
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
23,786
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
23,488
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
23,334
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2025
Added 219.29%
|