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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
14,239
shares
|
$658,838
0.11% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
14,227
shares
|
$658,283
0.12% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
13,997
shares
|
$647,641
0.24% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,982
shares
|
$646,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
13,981
shares
|
$646,900
0.04% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,954
shares
|
$645,651
0.02% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
13,818
shares
|
$639,358
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
13,737
shares
|
$635,610
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
13,720
shares
|
$634,824
0.26% of portfolio
|
Q2 2025
Added 44.7%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
13,649
shares
|
$631,539
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
13,221
shares
|
$611,735
0.08% of portfolio
|
Q2 2025
Added 20.95%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
13,200
shares
|
$610,764
0.12% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
13,076
shares
|
$605,026
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
12,987
shares
|
$600,908
0.01% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
12,918
shares
|
$597,715
0.02% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
12,756
shares
|
$590,220
0.35% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
12,751
shares
|
$589,988
0.25% of portfolio
|
Q2 2025
Added 27.88%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
12,635
shares
|
$584,621
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
12,500
shares
|
$578,375
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12,413
shares
|
$574,349
0.16% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
12,343
shares
|
$571,110
0.02% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,327
shares
|
$570,370
0.0% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,254
shares
|
$566,992
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
12,145
shares
|
$561,949
0.0% of portfolio
|
Q2 2025
Added 67.49%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
12,000
shares
|
$555,240
0.06% of portfolio
|
Q2 2025
Added 1.51%
|