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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
232,257
shares
|
$10.1 Million
0.03% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
227,782
shares
|
$9.89 Million
2.64% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
226,752
shares
|
$9.85 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
220,723
shares
|
$9.59 Million
3.21% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
216,856
shares
|
$9.42 Million
3.77% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
215,217
shares
|
$9.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
213,438
shares
|
$9.27 Million
5.96% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
212,896
shares
|
$9.25 Million
1.89% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
212,386
shares
|
$9.22 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
209,047
shares
|
$9.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
207,798
shares
|
$9.02 Million
1.5% of portfolio
|
Q4 2022
Added 25.87%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
206,805
shares
|
$8.98 Million
5.46% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
198,529
shares
|
$8.62 Million
4.57% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
192,244
shares
|
$8.35 Million
1.24% of portfolio
|
Q2 2025
Added 350.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
191,609
shares
|
$8.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 65.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
191,595
shares
|
$8.32 Million
0.07% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
187,869
shares
|
$8.16 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
181,981
shares
|
$7.9 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
180,921
shares
|
$7.86 Million
3.51% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
179,164
shares
|
$7.78 Million
1.85% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
175,143
shares
|
$7.61 Million
0.56% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
174,447
shares
|
$7.58 Million
5.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
174,002
shares
|
$7.56 Million
0.76% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
168,791
shares
|
$7.33 Million
2.27% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
167,825
shares
|
$7.29 Million
0.53% of portfolio
|
Q1 2025
Reduced 17.99%
|