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 |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,751
shares
|
$81,018
0.04% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,611
shares
|
$74,540
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,437
shares
|
$66,489
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,437
shares
|
$66,489
0.0% of portfolio
|
Q3 2021
Reduced 12.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,423
shares
|
$65,842
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,335
shares
|
$61,770
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,319
shares
|
$61,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,314
shares
|
$60,798
0.05% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,168
shares
|
$54,043
0.01% of portfolio
|
Q2 2025
Added 89.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,081
shares
|
$50,017
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,074
shares
|
$49,693
0.0% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$48,583
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
1,035
shares
|
$47,889
0.01% of portfolio
|
Q4 2023
Added 40.82%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,020
shares
|
$47,195
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$46,270
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
970
shares
|
$44,881
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
939
shares
|
$43,447
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
904
shares
|
$41,828
0.01% of portfolio
|
Q2 2024
Reduced 21.12%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
891
shares
|
$41,226
0.0% of portfolio
|
Q4 2024
Added 160.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
857
shares
|
$39,653
0.01% of portfolio
|
Q4 2023
Added 888.56%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
857
shares
|
$39,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
722
shares
|
$33,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
697
shares
|
$32,250
0.02% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
683
shares
|
$31,602
0.0% of portfolio
|
Q2 2025
Added 67.4%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
666
shares
|
$30,815
0.0% of portfolio
|
Q2 2024
New holding
|