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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
20,461
shares
|
$946,730
0.14% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
20,080
shares
|
$929,101
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
20,073
shares
|
$928,777
0.06% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,966
shares
|
$923,826
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,850
shares
|
$918,459
0.02% of portfolio
|
Q2 2025
Added 94.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,779
shares
|
$915,174
0.01% of portfolio
|
Q2 2025
Reduced 66.11%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
19,756
shares
|
$914,110
0.54% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,547
shares
|
$904,439
0.24% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
19,497
shares
|
$902,126
0.04% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
19,450
shares
|
$899,951
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
19,399
shares
|
$897,591
0.14% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
19,336
shares
|
$894,676
0.14% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
19,042
shares
|
$881,073
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$870,523
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
18,775
shares
|
$868,719
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
18,733
shares
|
$866,775
0.13% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
18,672
shares
|
$863,953
0.58% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
18,257
shares
|
$844,751
0.39% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
17,917
shares
|
$829,019
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
17,830
shares
|
$824,994
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
17,690
shares
|
$818,516
0.44% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
17,510
shares
|
$810,187
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,442
shares
|
$807,041
0.41% of portfolio
|
Q2 2025
Reduced 37.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
17,388
shares
|
$804,542
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
17,388
shares
|
$804,542
0.33% of portfolio
|
Q2 2025
Reduced 33.9%
|