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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,053
shares
|
$326,342
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,035
shares
|
$325,509
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
7,021
shares
|
$324,861
0.07% of portfolio
|
Q4 2023
Reduced 4.94%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
7,000
shares
|
$323,890
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
6,978
shares
|
$322,872
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
6,910
shares
|
$319,725
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
6,909
shares
|
$319,679
0.13% of portfolio
|
Q2 2025
Added 118.5%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
6,909
shares
|
$319,679
0.09% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,850
shares
|
$316,949
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
6,838
shares
|
$316,394
0.03% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
6,771
shares
|
$313,294
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
6,760
shares
|
$312,785
0.22% of portfolio
|
Q2 2025
Reduced 45.62%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
6,740
shares
|
$311,859
0.22% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$303,114
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,493
shares
|
$300,431
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,443
shares
|
$298,117
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,368
shares
|
$294,647
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
6,327
shares
|
$292,750
0.15% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,307
shares
|
$291,824
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
6,245
shares
|
$288,956
0.07% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,240
shares
|
$288,724
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
6,221
shares
|
$287,845
0.06% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,210
shares
|
$287,336
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,148
shares
|
$284,467
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,114
shares
|
$282,894
0.14% of portfolio
|
Q2 2025
Added 6.53%
|