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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,335
shares
|
$334,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,216
shares
|
$329,625
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
8,197
shares
|
$328,863
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,082
shares
|
$324,249
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
8,059
shares
|
$323,327
0.04% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
8,045
shares
|
$322,765
0.13% of portfolio
|
Q4 2024
Reduced 74.94%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,864
shares
|
$315,503
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,861
shares
|
$315,383
0.02% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
7,789
shares
|
$312,494
0.42% of portfolio
|
Q1 2025
Reduced 63.77%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
7,785
shares
|
$312,334
0.1% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
7,723
shares
|
$309,846
0.07% of portfolio
|
Q1 2025
Reduced 48.33%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,626
shares
|
$305,955
0.03% of portfolio
|
Q2 2023
Reduced 5.13%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
7,571
shares
|
$303,748
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
7,521
shares
|
$301,742
0.1% of portfolio
|
Q1 2025
Reduced 20.28%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,400
shares
|
$296,888
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
7,308
shares
|
$293,196
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
7,306
shares
|
$293,116
0.0% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,288
shares
|
$292,394
0.15% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
7,272
shares
|
$291,752
0.08% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
7,251
shares
|
$290,910
0.0% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
7,210
shares
|
$289,265
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
7,116
shares
|
$285,493
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
7,053
shares
|
$282,966
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
7,021
shares
|
$281,682
0.06% of portfolio
|
Q4 2023
Reduced 4.94%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
7,000
shares
|
$280,840
0.15% of portfolio
|
Q4 2023
New holding
|