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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
17,124
shares
|
$792,327
0.5% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
17,069
shares
|
$789,782
0.46% of portfolio
|
Q2 2025
Added 27.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
17,053
shares
|
$789,042
0.03% of portfolio
|
Q2 2025
Added 73.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
16,989
shares
|
$786,081
0.06% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
16,983
shares
|
$785,803
0.32% of portfolio
|
Q2 2025
Added 188600.0%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
16,936
shares
|
$783,628
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
16,841
shares
|
$779,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
16,715
shares
|
$773,403
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
16,649
shares
|
$770,349
0.1% of portfolio
|
Q2 2025
Added 87.74%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
16,629
shares
|
$769,423
0.52% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16,585
shares
|
$767,387
0.06% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
16,540
shares
|
$765,305
0.45% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
16,487
shares
|
$762,853
0.15% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16,437
shares
|
$760,539
0.12% of portfolio
|
Q2 2025
Added 346.66%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
15,897
shares
|
$735,554
0.05% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
15,894
shares
|
$735,415
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
15,812
shares
|
$731,621
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
15,415
shares
|
$713,252
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
15,076
shares
|
$697,566
0.38% of portfolio
|
Q2 2025
Added 37.81%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
14,767
shares
|
$683,269
0.13% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
14,752
shares
|
$682,575
0.1% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
14,695
shares
|
$679,937
0.14% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,544
shares
|
$672,950
0.19% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
14,518
shares
|
$671,747
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
14,440
shares
|
$668,138
0.05% of portfolio
|
Q2 2025
Reduced 2.5%
|