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 649 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $8.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
418
shares
|
$16,878
0.0% of portfolio
|
Q4 2024
Added 276.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
408
shares
|
$16,475
0.0% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
401
shares
|
$16,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
374
shares
|
$15,102
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$13,486
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
328
shares
|
$13,244
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
313
shares
|
$12,638
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
303
shares
|
$12,235
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
258
shares
|
$10,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
223
shares
|
$9,004
0.0% of portfolio
|
Q4 2024
Reduced 57.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
207
shares
|
$8,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
200
shares
|
$8,076
0.01% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
200
shares
|
$8,076
0.01% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$8,076
0.01% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
185
shares
|
$7,470
0.0% of portfolio
|
Q4 2024
Reduced 83.91%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
160
shares
|
$6,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
153
shares
|
$6,178
0.0% of portfolio
|
Q1 2024
Added 488.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
148
shares
|
$5,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
145
shares
|
$5,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
143
shares
|
$5,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
141
shares
|
$5,693
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
102
shares
|
$4,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
74
shares
|
$2,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
68
shares
|
$2,745
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
64
shares
|
$2,584
0.0% of portfolio
|
Q4 2024
New holding
|