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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
126,334
shares
|
$5.49 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
125,613
shares
|
$5.46 Million
0.05% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
125,558
shares
|
$5.45 Million
0.01% of portfolio
|
Q1 2025
Added 296.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
125,180
shares
|
$5.44 Million
0.56% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
122,654
shares
|
$5.33 Million
3.38% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$5.28 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
119,753
shares
|
$5.2 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
119,737
shares
|
$5.2 Million
3.25% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
119,178
shares
|
$5.18 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
119,076
shares
|
$5.17 Million
6.16% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
118,234
shares
|
$5.13 Million
2.52% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
117,456
shares
|
$5.1 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
114,509
shares
|
$4.97 Million
19.7% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
114,391
shares
|
$4.97 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
112,443
shares
|
$4.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
110,675
shares
|
$4.81 Million
2.91% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
109,219
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
109,009
shares
|
$4.73 Million
1.41% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
108,418
shares
|
$4.71 Million
3.5% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
107,487
shares
|
$4.67 Million
2.35% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
107,364
shares
|
$4.66 Million
1.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
106,000
shares
|
$4.6 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
104,963
shares
|
$4.56 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
104,013
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
103,917
shares
|
$4.51 Million
2.34% of portfolio
|
Q2 2025
Reduced 14.82%
|