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 745 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
180,594
shares
|
$8.36 Million
5.27% of portfolio
|
Q2 2025
Added 22.88%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
179,164
shares
|
$8.29 Million
1.85% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
178,157
shares
|
$8.24 Million
0.78% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
176,679
shares
|
$8.17 Million
3.35% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
175,857
shares
|
$8.14 Million
0.0% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
174,609
shares
|
$8.08 Million
5.27% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
174,447
shares
|
$8.07 Million
5.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
168,791
shares
|
$7.81 Million
2.27% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
165,649
shares
|
$7.66 Million
2.03% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
163,359
shares
|
$7.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
162,480
shares
|
$7.52 Million
3.36% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
161,903
shares
|
$7.49 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
159,845
shares
|
$7.4 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
155,726
shares
|
$7.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
155,535
shares
|
$7.2 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
153,746
shares
|
$7.11 Million
0.36% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
153,257
shares
|
$7.09 Million
3.28% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
152,783
shares
|
$7.07 Million
2.17% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$7.03 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
149,088
shares
|
$6.9 Million
0.01% of portfolio
|
Q2 2025
Added 36.5%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
145,403
shares
|
$6.73 Million
0.49% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
145,243
shares
|
$6.72 Million
0.61% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
141,437
shares
|
$6.54 Million
0.13% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
140,000
shares
|
$6.48 Million
0.62% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
139,062
shares
|
$6.43 Million
4.09% of portfolio
|
Q2 2025
Added 0.14%
|