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 713 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 $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,400
shares
|
$451,672
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
10,306
shares
|
$447,589
0.03% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
10,296
shares
|
$447,155
0.16% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,294
shares
|
$447,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
10,208
shares
|
$443,333
0.21% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,123
shares
|
$439,641
0.07% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$437,166
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
9,983
shares
|
$433,561
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
9,971
shares
|
$433,040
0.19% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
9,942
shares
|
$431,781
0.06% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,903
shares
|
$430,087
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,811
shares
|
$426,091
0.02% of portfolio
|
Q4 2024
Reduced 32.37%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
9,721
shares
|
$422,183
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
9,583
shares
|
$416,189
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,537
shares
|
$414,191
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
9,476
shares
|
$411,542
0.05% of portfolio
|
Q1 2025
Reduced 49.31%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
9,462
shares
|
$410,934
0.07% of portfolio
|
Q3 2021
Reduced 13.24%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
9,320
shares
|
$404,767
0.18% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
9,171
shares
|
$398,296
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
9,144
shares
|
$397,123
0.35% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,060
shares
|
$393,475
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
9,058
shares
|
$393,388
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
9,010
shares
|
$391,304
0.22% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
8,951
shares
|
$388,741
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,868
shares
|
$385,137
0.06% of portfolio
|
Q1 2025
Added 1.23%
|