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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,279
shares
|
$244,259
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,228
shares
|
$241,899
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,174
shares
|
$239,400
0.0% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,096
shares
|
$235,791
0.0% of portfolio
|
Q1 2025
Reduced 59.95%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
5,047
shares
|
$233,524
0.02% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
5,045
shares
|
$233,432
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
4,997
shares
|
$231,211
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,992
shares
|
$230,979
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
4,966
shares
|
$229,776
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,878
shares
|
$225,705
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
4,744
shares
|
$219,504
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
4,731
shares
|
$218,903
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4,660
shares
|
$215,618
0.08% of portfolio
|
Q2 2025
Added 133.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
4,489
shares
|
$207,706
0.03% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,229
shares
|
$195,675
0.0% of portfolio
|
Q2 2025
Added 26.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,103
shares
|
$189,845
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,025
shares
|
$186,236
0.0% of portfolio
|
Q4 2023
Added 79.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,834
shares
|
$177,399
0.0% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,741
shares
|
$173,096
0.0% of portfolio
|
Q2 2025
Added 111.12%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,689
shares
|
$170,690
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,636
shares
|
$168,237
0.0% of portfolio
|
Q1 2025
Reduced 59.54%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,622
shares
|
$167,589
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
3,519
shares
|
$162,824
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,329
shares
|
$154,032
0.01% of portfolio
|
Q4 2023
Reduced 18.59%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,280
shares
|
$151,765
0.0% of portfolio
|
Q2 2025
Added 1.74%
|