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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,112
shares
|
$467,882
0.01% of portfolio
|
Q2 2025
Added 69.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$465,753
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
9,983
shares
|
$461,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
9,942
shares
|
$460,016
0.05% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,903
shares
|
$458,211
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
9,894
shares
|
$457,795
0.03% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
9,882
shares
|
$457,240
0.01% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
9,815
shares
|
$454,140
0.2% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
9,721
shares
|
$449,790
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,583
shares
|
$443,405
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
9,542
shares
|
$441,508
0.08% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
9,431
shares
|
$436,372
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
9,320
shares
|
$431,236
0.18% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
9,217
shares
|
$426,470
0.37% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
9,171
shares
|
$424,342
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
9,087
shares
|
$420,455
0.02% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
9,022
shares
|
$417,447
0.06% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
9,010
shares
|
$416,892
0.2% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,995
shares
|
$416,198
0.02% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
8,951
shares
|
$414,162
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
8,819
shares
|
$408,055
0.05% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
8,696
shares
|
$402,363
0.05% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,665
shares
|
$400,929
0.01% of portfolio
|
Q2 2025
Added 55.43%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
8,646
shares
|
$400,050
0.04% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
8,567
shares
|
$396,395
0.02% of portfolio
|
Q2 2025
Added 1.04%
|