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 710 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,826,212
shares
|
$79.3 Million
0.03% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,824,444
shares
|
$79.2 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,697,095
shares
|
$73.7 Million
8.47% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,620,289
shares
|
$70.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,584,351
shares
|
$68.8 Million
4.03% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,583,474
shares
|
$68.8 Million
0.01% of portfolio
|
Q1 2025
Added 42.39%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,495,634
shares
|
$65 Million
4.8% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,417,716
shares
|
$61.6 Million
0.31% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,386,230
shares
|
$60.2 Million
0.04% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
1,349,998
shares
|
$58.6 Million
28.97% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,304,154
shares
|
$56.6 Million
3.9% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$55.3 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$54.4 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$53.4 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,209,385
shares
|
$52.5 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,204,174
shares
|
$52.3 Million
0.01% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,201,317
shares
|
$52.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,190,181
shares
|
$51.7 Million
4.26% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,173,390
shares
|
$51 Million
5.65% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
1,160,172
shares
|
$50.4 Million
6.71% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,096,338
shares
|
$47.6 Million
3.22% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,063,359
shares
|
$46.2 Million
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
975,667
shares
|
$42.4 Million
0.0% of portfolio
|
Q1 2025
Added 82.29%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
864,836
shares
|
$37.6 Million
5.67% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
856,439
shares
|
$37.2 Million
1.99% of portfolio
|
Q1 2025
Added 1.1%
|