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 658 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $8.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
14,227
shares
|
$570,787
0.12% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,186
shares
|
$569,142
0.01% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
14,023
shares
|
$562,602
0.01% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
13,840
shares
|
$555,260
0.13% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
13,664
shares
|
$548,199
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
13,649
shares
|
$547,597
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
13,195
shares
|
$529,383
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
13,150
shares
|
$527,578
0.11% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,076
shares
|
$524,609
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
12,942
shares
|
$519,233
0.08% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
12,868
shares
|
$516,264
0.04% of portfolio
|
Q1 2025
Added 54.94%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
12,725
shares
|
$510,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
12,644
shares
|
$507,277
0.12% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,643
shares
|
$507,237
0.06% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
12,623
shares
|
$506,434
0.22% of portfolio
|
Q1 2025
Added 56.9%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
12,431
shares
|
$498,731
0.43% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12,413
shares
|
$498,009
0.16% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
12,257
shares
|
$491,750
0.21% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,254
shares
|
$491,630
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
12,197
shares
|
$489,343
0.11% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
12,180
shares
|
$488,661
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
11,834
shares
|
$474,780
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
11,808
shares
|
$473,736
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
11,721
shares
|
$470,246
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,596
shares
|
$465,231
0.02% of portfolio
|
Q1 2025
Added 0.16%
|