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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$16.8 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$16.8 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
387,258
shares
|
$16.8 Million
5.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
384,135
shares
|
$16.7 Million
3.03% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$16.6 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
376,361
shares
|
$16.3 Million
6.17% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$16.3 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
363,934
shares
|
$15.8 Million
10.12% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
363,553
shares
|
$15.8 Million
0.04% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
363,521
shares
|
$15.8 Million
1.38% of portfolio
|
Q1 2025
Added 1331.97%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
360,510
shares
|
$15.7 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
356,780
shares
|
$15.5 Million
4.39% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
356,379
shares
|
$15.5 Million
6.77% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
353,453
shares
|
$15.4 Million
9.62% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
342,363
shares
|
$14.9 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
341,349
shares
|
$14.8 Million
8.35% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
339,797
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
331,109
shares
|
$14.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
330,962
shares
|
$14.4 Million
9.71% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
329,992
shares
|
$14.3 Million
4.26% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
329,130
shares
|
$14.3 Million
7.75% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
327,043
shares
|
$14.2 Million
5.48% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
323,687
shares
|
$14.1 Million
3.91% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
315,787
shares
|
$13.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
315,493
shares
|
$13.7 Million
4.66% of portfolio
|
Q1 2025
Added 11.79%
|