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 710 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
854,083
shares
|
$37.1 Million
3.78% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
852,653
shares
|
$37 Million
4.91% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
827,294
shares
|
$35.9 Million
9.71% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$35.8 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$35.3 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
766,025
shares
|
$33.3 Million
5.92% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
753,500
shares
|
$32.7 Million
3.51% of portfolio
|
Q1 2025
Added 118.53%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
737,938
shares
|
$32 Million
2.99% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
730,536
shares
|
$31.7 Million
0.72% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
722,051
shares
|
$31.4 Million
4.67% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
694,240
shares
|
$30.2 Million
1.04% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
683,154
shares
|
$29.7 Million
0.05% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
682,647
shares
|
$29.6 Million
0.02% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
678,763
shares
|
$29.5 Million
1.2% of portfolio
|
Q2 2025
Added 156.21%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
669,875
shares
|
$29.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
658,210
shares
|
$28.6 Million
2.76% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
644,675
shares
|
$28 Million
3.48% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
643,508
shares
|
$27.9 Million
8.55% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
641,560
shares
|
$27.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
636,012
shares
|
$27.6 Million
0.22% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
577,942
shares
|
$25.1 Million
15.76% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
565,892
shares
|
$24.6 Million
4.96% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
524,098
shares
|
$22.8 Million
0.03% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
517,464
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
512,976
shares
|
$22.3 Million
3.98% of portfolio
|
Q2 2025
Added 8.3%
|