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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
3,237
shares
|
$149,775
0.05% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
3,233
shares
|
$149,590
0.02% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,065
shares
|
$141,817
0.02% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,016
shares
|
$139,550
0.0% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,998
shares
|
$138,717
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,915
shares
|
$134,877
0.04% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$134,183
0.01% of portfolio
|
Q4 2023
Reduced 71.0%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,835
shares
|
$131,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
2,760
shares
|
$127,705
0.05% of portfolio
|
Q1 2025
Added 60.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,460
shares
|
$113,824
0.01% of portfolio
|
Q4 2023
Added 6.96%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,433
shares
|
$112,574
0.05% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,364
shares
|
$109,382
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
2,346
shares
|
$108,549
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,305
shares
|
$106,652
0.0% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,248
shares
|
$104,014
0.0% of portfolio
|
Q1 2024
Reduced 44.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,224
shares
|
$102,904
0.0% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,212
shares
|
$102,349
0.06% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,184
shares
|
$101,053
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,995
shares
|
$92,308
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,963
shares
|
$90,828
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,936
shares
|
$89,578
0.03% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,852
shares
|
$85,692
0.02% of portfolio
|
Q2 2023
Reduced 14.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,849
shares
|
$85,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,835
shares
|
$84,905
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,758
shares
|
$81,342
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|