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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
11,943
shares
|
$552,602
0.02% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
11,808
shares
|
$546,356
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
11,789
shares
|
$545,477
0.08% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
11,721
shares
|
$542,330
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
11,594
shares
|
$536,454
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
11,582
shares
|
$535,899
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,566
shares
|
$535,158
0.01% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
11,499
shares
|
$532,058
0.02% of portfolio
|
Q2 2022
Added 1.3%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
11,387
shares
|
$526,876
0.12% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
11,314
shares
|
$523,498
0.06% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,288
shares
|
$522,295
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$521,046
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
11,186
shares
|
$517,576
0.42% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,136
shares
|
$515,262
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
10,928
shares
|
$505,638
0.19% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10,914
shares
|
$504,990
0.02% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10,779
shares
|
$498,744
0.17% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
10,768
shares
|
$498,235
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
10,766
shares
|
$498,142
0.08% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
10,624
shares
|
$491,572
0.22% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,552
shares
|
$488,241
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
10,432
shares
|
$482,688
0.24% of portfolio
|
Q1 2024
Added 9.32%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
10,420
shares
|
$482,133
0.17% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,294
shares
|
$476,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,123
shares
|
$468,391
0.07% of portfolio
|
Q4 2024
Added 8.58%
|