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 655 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 $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
11,387
shares
|
$456,846
0.11% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$451,791
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
11,240
shares
|
$450,948
0.42% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
11,133
shares
|
$446,655
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
11,118
shares
|
$446,054
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
11,090
shares
|
$444,930
0.17% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
10,940
shares
|
$438,912
0.26% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
10,931
shares
|
$438,551
0.06% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
10,632
shares
|
$426,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,552
shares
|
$423,346
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
10,459
shares
|
$419,615
0.01% of portfolio
|
Q3 2024
Added 28.6%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,450
shares
|
$419,254
0.17% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
10,432
shares
|
$418,531
0.24% of portfolio
|
Q1 2024
Added 9.32%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
10,296
shares
|
$413,075
0.16% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
10,208
shares
|
$409,544
0.19% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
10,186
shares
|
$408,662
0.01% of portfolio
|
Q1 2025
Added 634.39%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
10,126
shares
|
$406,255
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,123
shares
|
$406,134
0.07% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,089
shares
|
$404,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$403,847
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
9,971
shares
|
$400,036
0.19% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
9,946
shares
|
$399,033
0.01% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,811
shares
|
$393,617
0.02% of portfolio
|
Q4 2024
Reduced 32.37%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
9,744
shares
|
$390,929
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,721
shares
|
$390,006
0.02% of portfolio
|
Q3 2021
New holding
|