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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
309,446
shares
|
$13.4 Million
3.54% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
309,415
shares
|
$13.4 Million
6.56% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
308,464
shares
|
$13.4 Million
10.42% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
305,341
shares
|
$13.3 Million
4.04% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
299,509
shares
|
$13 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
296,570
shares
|
$12.9 Million
5.24% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
285,492
shares
|
$12.4 Million
3.53% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
283,663
shares
|
$12.3 Million
5.36% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
274,517
shares
|
$11.9 Million
0.04% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
271,319
shares
|
$11.8 Million
6.68% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
271,087
shares
|
$11.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
269,713
shares
|
$11.7 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
267,912
shares
|
$11.6 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
264,346
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
262,421
shares
|
$11.4 Million
9.85% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
259,522
shares
|
$11.3 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
258,154
shares
|
$11.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
256,038
shares
|
$11.1 Million
1.46% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
250,662
shares
|
$10.9 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
248,054
shares
|
$10.8 Million
6.92% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
243,466
shares
|
$10.6 Million
1.92% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
242,482
shares
|
$10.5 Million
10.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
240,000
shares
|
$10.4 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
236,075
shares
|
$10.3 Million
1.72% of portfolio
|
Q2 2025
Added 4.73%
|