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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
8,358
shares
|
$386,724
0.02% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,335
shares
|
$385,660
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
8,253
shares
|
$381,866
0.08% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
8,218
shares
|
$380,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,216
shares
|
$380,154
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
8,146
shares
|
$376,915
0.03% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
8,082
shares
|
$373,954
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
8,079
shares
|
$373,815
0.01% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
7,941
shares
|
$367,430
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,919
shares
|
$366,412
0.02% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
7,892
shares
|
$365,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
7,809
shares
|
$361,322
0.35% of portfolio
|
Q2 2025
Reduced 57.23%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
7,785
shares
|
$360,211
0.1% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
7,737
shares
|
$357,990
0.13% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,626
shares
|
$352,855
0.03% of portfolio
|
Q2 2023
Reduced 5.13%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7,590
shares
|
$351,189
0.04% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,521
shares
|
$347,996
0.1% of portfolio
|
Q1 2025
Reduced 20.28%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
7,428
shares
|
$343,693
0.38% of portfolio
|
Q2 2025
Reduced 53.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
7,417
shares
|
$343,184
0.01% of portfolio
|
Q2 2025
Added 49.57%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
7,400
shares
|
$342,398
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
7,399
shares
|
$342,351
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
7,272
shares
|
$336,475
0.08% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,204
shares
|
$333,329
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
7,116
shares
|
$329,257
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
7,105
shares
|
$328,748
0.04% of portfolio
|
Q2 2025
Added 13.32%
|