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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
6,112
shares
|
$282,802
0.0% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,018
shares
|
$278,452
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
6,014
shares
|
$278,267
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
6,005
shares
|
$277,851
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
5,987
shares
|
$277,018
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,951
shares
|
$275,352
0.03% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,945
shares
|
$275,075
0.04% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
5,856
shares
|
$270,957
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
5,856
shares
|
$270,957
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
5,739
shares
|
$265,543
0.08% of portfolio
|
Q2 2025
Added 73.02%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
5,643
shares
|
$261,101
0.15% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
5,641
shares
|
$261,009
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
5,631
shares
|
$260,546
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,620
shares
|
$260,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,567
shares
|
$257,585
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
5,512
shares
|
$255,040
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
5,506
shares
|
$254,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
5,481
shares
|
$253,605
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,475
shares
|
$253,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
5,452
shares
|
$252,264
0.04% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,436
shares
|
$251,523
0.02% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
5,331
shares
|
$246,665
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,321
shares
|
$246,202
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,307
shares
|
$245,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,293
shares
|
$244,907
0.05% of portfolio
|
Q1 2025
Reduced 37.74%
|