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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,575
shares
|
$223,669
0.01% of portfolio
|
Q4 2024
Added 77.77%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
5,567
shares
|
$223,348
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
5,506
shares
|
$220,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
5,444
shares
|
$218,413
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
5,308
shares
|
$212,956
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,307
shares
|
$212,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,293
shares
|
$212,355
0.05% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,279
shares
|
$211,793
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
5,228
shares
|
$209,747
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
4,489
shares
|
$180,098
0.03% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,312
shares
|
$172,997
0.01% of portfolio
|
Q4 2024
Added 64.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
4,106
shares
|
$164,732
0.0% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,025
shares
|
$161,483
0.0% of portfolio
|
Q4 2023
Added 79.05%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,720
shares
|
$149,246
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,689
shares
|
$148,002
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3,680
shares
|
$147,641
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,519
shares
|
$141,182
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,516
shares
|
$141,061
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,329
shares
|
$133,559
0.01% of portfolio
|
Q4 2023
Reduced 18.59%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
3,237
shares
|
$129,868
0.04% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,213
shares
|
$128,905
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,153
shares
|
$126,498
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,034
shares
|
$121,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,950
shares
|
$118,353
0.04% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,946
shares
|
$118,193
0.02% of portfolio
|
Q1 2025
Reduced 1.9%
|