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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
23,131
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
23,105
shares
|
$1.07 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
22,904
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 29.34%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
22,822
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
22,715
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 138.18%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,653
shares
|
$1.05 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
22,643
shares
|
$1.05 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
22,448
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
22,022
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 82.77%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
21,929
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
21,851
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
21,829
shares
|
$1.01 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
21,708
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$1 Million
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$1 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
21,636
shares
|
$1 Million
0.71% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
21,328
shares
|
$986,846
0.34% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
21,092
shares
|
$975,926
0.27% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
20,981
shares
|
$970,790
0.3% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$968,940
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,926
shares
|
$968,246
0.01% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,599
shares
|
$953,115
0.01% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
20,575
shares
|
$952,005
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
20,538
shares
|
$950,293
0.12% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
20,497
shares
|
$948,396
0.09% of portfolio
|
Q2 2025
Reduced 3.91%
|