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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
615
shares
|
$28,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
576
shares
|
$26,651
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
549
shares
|
$25,402
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
542
shares
|
$25,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
520
shares
|
$24,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
467
shares
|
$21,608
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
435
shares
|
$20,127
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
420
shares
|
$19,433
0.0% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
401
shares
|
$18,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
388
shares
|
$17,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
381
shares
|
$17,628
0.01% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
374
shares
|
$17,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
368
shares
|
$17,027
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
334
shares
|
$15,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$15,454
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
328
shares
|
$15,176
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
324
shares
|
$14,991
0.0% of portfolio
|
Q2 2025
Reduced 78.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
315
shares
|
$14,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
313
shares
|
$14,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
303
shares
|
$14,019
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
262
shares
|
$12,122
0.0% of portfolio
|
Q2 2025
Reduced 37.32%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
260
shares
|
$12,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
258
shares
|
$11,937
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
222
shares
|
$10,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
207
shares
|
$9,577
0.0% of portfolio
|
Q4 2024
New holding
|