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 649 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $8.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,697,095
shares
|
$68.5 Million
8.47% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,647,603
shares
|
$66.5 Million
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,512,687
shares
|
$61.1 Million
3.92% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,477,499
shares
|
$59.7 Million
2.06% of portfolio
|
Q4 2024
Added 38.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,422,982
shares
|
$57.5 Million
4.85% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,376,417
shares
|
$55.6 Million
0.17% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
1,349,998
shares
|
$54.5 Million
28.97% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$51.4 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,253,809
shares
|
$50.6 Million
3.72% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$50.6 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,230,119
shares
|
$49.7 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$49.6 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,200,928
shares
|
$48.5 Million
5.86% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,183,733
shares
|
$47.8 Million
6.83% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,174,766
shares
|
$47.4 Million
3.84% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,112,054
shares
|
$44.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,097,305
shares
|
$44.3 Million
0.03% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,096,338
shares
|
$44.3 Million
3.22% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
994,159
shares
|
$40.1 Million
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
864,836
shares
|
$34.9 Million
5.67% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
847,105
shares
|
$34.2 Million
1.8% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
839,021
shares
|
$33.9 Million
5.44% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$33.3 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
818,304
shares
|
$33 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$32.8 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|