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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
506,857
shares
|
$22 Million
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
503,075
shares
|
$21.8 Million
1.44% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
498,288
shares
|
$21.6 Million
7.07% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
487,420
shares
|
$21.2 Million
12.04% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
487,005
shares
|
$21.2 Million
1.16% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
466,511
shares
|
$20.3 Million
9.27% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
466,036
shares
|
$20.2 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
457,716
shares
|
$19.9 Million
0.17% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
455,919
shares
|
$19.8 Million
1.96% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
453,247
shares
|
$19.7 Million
2.5% of portfolio
|
Q1 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
440,645
shares
|
$19.1 Million
5.54% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
439,880
shares
|
$19.1 Million
3.49% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
437,150
shares
|
$19 Million
8.77% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
426,159
shares
|
$18.5 Million
4.46% of portfolio
|
Q2 2025
Added 119.26%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
425,148
shares
|
$18.5 Million
12.11% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
424,098
shares
|
$18.4 Million
1.95% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
422,805
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
417,642
shares
|
$18.1 Million
0.16% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
414,685
shares
|
$18 Million
3.22% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
406,365
shares
|
$17.6 Million
0.03% of portfolio
|
Q1 2025
Added 186.08%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
402,400
shares
|
$17.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
397,609
shares
|
$17.3 Million
6.28% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
397,357
shares
|
$17.3 Million
4.51% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
390,610
shares
|
$17 Million
13.31% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$16.9 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|