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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
6,978
shares
|
$279,957
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
6,941
shares
|
$278,472
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,906
shares
|
$277,068
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
6,838
shares
|
$274,340
0.02% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,809
shares
|
$273,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
6,771
shares
|
$271,652
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,763
shares
|
$271,331
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
6,731
shares
|
$270,047
0.04% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$262,826
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,443
shares
|
$258,493
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
6,351
shares
|
$254,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
6,270
shares
|
$251,552
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
6,115
shares
|
$245,333
0.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,098
shares
|
$244,651
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
6,005
shares
|
$240,920
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,971
shares
|
$239,556
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,956
shares
|
$238,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
5,856
shares
|
$234,942
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
5,856
shares
|
$234,942
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
5,843
shares
|
$234,421
0.04% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
5,798
shares
|
$232,615
0.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,697
shares
|
$228,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
5,643
shares
|
$226,397
0.16% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
5,641
shares
|
$226,316
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,620
shares
|
$225,474
0.0% of portfolio
|
Q1 2025
New holding
|