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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,900
shares
|
$116,347
0.01% of portfolio
|
Q4 2023
Reduced 71.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
2,867
shares
|
$115,024
0.06% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
2,736
shares
|
$109,768
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2,659
shares
|
$106,679
0.0% of portfolio
|
Q4 2024
Added 205.98%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
2,628
shares
|
$105,435
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,460
shares
|
$98,695
0.01% of portfolio
|
Q4 2023
Added 6.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,364
shares
|
$94,843
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,351
shares
|
$94,322
0.03% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,324
shares
|
$93,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,305
shares
|
$92,476
0.0% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,248
shares
|
$90,189
0.0% of portfolio
|
Q1 2024
Reduced 44.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,212
shares
|
$88,745
0.06% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,184
shares
|
$87,622
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,155
shares
|
$86,458
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
2,107
shares
|
$84,532
0.01% of portfolio
|
Q1 2025
Added 147.88%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,004
shares
|
$80,400
0.0% of portfolio
|
Q4 2024
Added 27.56%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,995
shares
|
$80,039
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,963
shares
|
$78,755
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
1,902
shares
|
$76,308
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
1,852
shares
|
$74,302
0.02% of portfolio
|
Q2 2023
Reduced 14.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,772
shares
|
$71,092
0.0% of portfolio
|
Q1 2024
Reduced 40.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,738
shares
|
$69,728
0.0% of portfolio
|
Q4 2024
Reduced 74.79%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
1,721
shares
|
$69,046
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,700
shares
|
$68,204
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,589
shares
|
$63,750
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|