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 |
|---|---|---|---|---|---|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
7,272
shares
|
$315,822
0.08% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
7,210
shares
|
$313,130
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
7,116
shares
|
$309,047
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,053
shares
|
$306,311
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
7,021
shares
|
$304,922
0.07% of portfolio
|
Q4 2023
Reduced 4.94%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
7,000
shares
|
$304,010
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
6,978
shares
|
$303,054
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
6,941
shares
|
$301,447
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
6,910
shares
|
$300,101
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
6,909
shares
|
$300,057
0.13% of portfolio
|
Q2 2025
Added 118.5%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
6,909
shares
|
$300,057
0.09% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,906
shares
|
$299,927
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
6,838
shares
|
$296,974
0.02% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,816
shares
|
$296,018
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
6,771
shares
|
$294,064
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,763
shares
|
$293,717
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
6,760
shares
|
$293,586
0.22% of portfolio
|
Q2 2025
Reduced 45.62%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$284,509
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,493
shares
|
$281,990
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,443
shares
|
$279,819
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
6,440
shares
|
$279,689
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,368
shares
|
$276,562
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
6,270
shares
|
$272,306
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,240
shares
|
$271,003
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
6,221
shares
|
$270,178
0.06% of portfolio
|
Q2 2025
Reduced 19.45%
|