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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
166,503
shares
|
$7.23 Million
0.24% of portfolio
|
Q1 2025
Added 203.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
164,274
shares
|
$7.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
164,140
shares
|
$7.13 Million
1.22% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
163,492
shares
|
$7.1 Million
1.88% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
163,443
shares
|
$7.1 Million
4.35% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
163,359
shares
|
$7.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
162,480
shares
|
$7.06 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
|
$7.03 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
159,678
shares
|
$6.93 Million
1.56% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
157,903
shares
|
$6.86 Million
1.9% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
153,257
shares
|
$6.66 Million
3.28% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$6.6 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
150,550
shares
|
$6.54 Million
2.06% of portfolio
|
Q1 2025
Added 139.05%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
147,546
shares
|
$6.41 Million
4.28% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
146,973
shares
|
$6.38 Million
4.61% of portfolio
|
Q1 2025
Added 32.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
146,169
shares
|
$6.35 Million
0.0% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
145,403
shares
|
$6.31 Million
0.49% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
145,325
shares
|
$6.31 Million
0.37% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
143,181
shares
|
$6.22 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
139,062
shares
|
$6.04 Million
4.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
136,993
shares
|
$5.95 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
136,590
shares
|
$5.93 Million
0.13% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
133,683
shares
|
$5.81 Million
3.75% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
130,408
shares
|
$5.66 Million
1.27% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
127,480
shares
|
$5.54 Million
0.13% of portfolio
|
Q2 2025
Added 5.68%
|